Method:API Q&A

Re: Can't use API Create AccountV3 (not get Developer and Developer GUID)

Method_Jonathan — Thu, 02 Apr 2015 17:24:48 GMT

Hi EricW

Let me pick up on where Chris left off. To clarify a few items -

The CreateMethodAccountV3 is utilized by our Partners to create new Method Company Accounts. Based on the previous posts, it does not sound like this is the method you want to be using. Rather, you should be utilizing the MethodAPIInsertV2 to insert a new customer record into your Customer table.

In order to update a Lead to a Customer, you can utilize the MethodAPIUpdateV2 call - See this prior forum post for a code snippet on converting a lead to a customer.

In regards to your error when converting a Lead to a Customer - I have a few questions / troubleshooting tasks

1) Does the error happen for all Leads, or do you only receive this error for a particular lead?

2) I'd like you to regenerate the Customer Table within your Method account. To do so, log into Method and go to the Customize Tab -> Tables screen. Open the Customer Table and click on the 'Finish Editing Fields' button on the bottom right. Then try the API call again to see if things are successful.

3) Is the customer name unique? QuickBooks will throw up an error in the case when you have duplicate customer/vendors/employee/etc names.

Cheers

Re: Can't use API Create AccountV3 (not get Developer and Developer GUID)

EricW — Thu, 02 Apr 2015 04:34:05 GMT

Hi Chris,

They're having trouble with this still. Any assistance would be greatly appreciated.

Re: Can't use API Create AccountV3 (not get Developer and Developer GUID)

knigherrant — Tue, 13 Jan 2015 10:16:37 GMT

Hi Chris
I have just use API (methord MethodAPIUpdateV2) to convert Lead to Customer

but it's response "does not support edit."

[MethodAPIUpdateV2Result] => <?xml version="1.0" encoding="windows-1252" ?><MethodAPI response = "The field IsLeadStatusOnly does not support edit." ></MethodAPI>

Please help,

Thanks

Re: Can't use API Create AccountV3 (not get Developer and Developer GUID)

Method_Chris — Tue, 30 Dec 2014 18:11:54 GMT

You should just able to use your regular username and password. Please see the code examples here: https://www.methodintegration.com/documentation/MethodAPIv2_0_Documentation.pdf

Happy New Year to you as well!

Re: Can't use API Create AccountV3 (not get Developer and Developer GUID)

EricW — Tue, 30 Dec 2014 18:00:48 GMT

That helps with that question. Thanks Chris!

Could you point me in the direction of where we would find the API authentication (developer ID) and keys for our account?

Thanks again! Happy New Year!

Re: Can't use API Create AccountV3 (not get Developer and Developer GUID)

Method_Chris — Tue, 30 Dec 2014 17:33:43 GMT

Okay, so to convert a lead to a customer you should only need to call 'MethodAPIUpdateV2' and pass in the necessary details.

Have you seen: https://www.methodintegration.com/documentation/MethodAPIv2_0_Documentation.pdf ?

Look for 'MethodAPIUpdateV2' . There is no required parameter for developer GUID.

Please let me know if this helps.

Thanks
Chris

Re: Can't use API Create AccountV3 (not get Developer and Developer GUID)

Method_Chris — Tue, 30 Dec 2014 17:28:53 GMT

Hi.

I sincerly apologize for this delay in replying to you and I can assure you we love all our customers equally :) You don't need to join the program for answers.

I'm going to dig into this issue further and get you up and running as soon we possibly can.

Thanks
Chris

Re: Can't use API Create AccountV3 (not get Developer and Developer GUID)

EricW — Tue, 30 Dec 2014 17:00:09 GMT

Hi Chris,

We're not part of the partner program and to be honest we were not planning to join it, at least not as individuals. For my full-time I work for a software company which builds cloud based software for enterprise/corporate sales and that may be an option in the future but for now, this is a 1 time project that we're doing just to help a personal friend who owns a non-profit. Consider it a "feeler" or relationship test for future business.

Do we need to join the partner program in order to get answers? These seem like pretty basic questions, I'm confused as to why it's been over a month without any answers or direction to help us find our own answers. It seems like MethodCRM doesn't like us? :(

Re: Can't use API Create AccountV3 (not get Developer and Developer GUID)

Method_Chris — Mon, 29 Dec 2014 11:23:29 GMT

No, you don't need another account. Same account as for the website.

Are you part of the Method Partner Program?

Thanks
Chris

Re: Can't use API Create AccountV3 (not get Developer and Developer GUID)

EricW — Wed, 24 Dec 2014 19:04:22 GMT

I know it's the holidays but we're coming up on a month without any answers. Is there another support line that we can use for API development support? We're getting anxious.

Re: Can't use API Create AccountV3 (not get Developer and Developer GUID)

EricW — Tue, 23 Dec 2014 20:18:13 GMT

I believe knigherrant is having trouble with authenticating for use with API. Is the best practice to have a separate account for the website?

Re: Can't use API Create AccountV3 (not get Developer and Developer GUID)

knigherrant — Tue, 23 Dec 2014 01:22:39 GMT

Hi Chris,

Yes i want to do it via API.

also we want modify the "IsLeadStatusOnly" via API.

but methord it need "strDeveloper and strDeveloperGUID" i can't find it

Please help

Thanks

Re: Can't use API Create AccountV3 (not get Developer and Developer GUID)

Method_Chris — Mon, 22 Dec 2014 20:12:03 GMT

Regarding:

"Knigherrant also asked, how do we find our "strDeveloper and strDeveloperGUID" for the API integration piece? (please reference lines for StrDeveloper here: https://www.methodintegration.com/MethodAPI/service.asmx?op=MethodAPICreateMethodAccountV3 )"

Are you trying to sign up new customers to method?

Re: Can't use API Create AccountV3 (not get Developer and Developer GUID)

Method_Chris — Mon, 22 Dec 2014 20:10:37 GMT

Are you able to modify the "IsLeadStatusOnly" to false ?

Re: Can't use API Create AccountV3 (not get Developer and Developer GUID)

EricW — Fri, 19 Dec 2014 23:24:15 GMT

Thanks Chris for your response and we really appreciate your help since we're behind by quite a bit on this project already.

Currently we're trying to nurture our customers through the sales process via our company website. We want to create "leads" based on a user's profile details in our Joomla site (who are not already recognized as customers in Method). No problem here.

Once the lead has paid, we want to convert the lead to a customer which is why knigherrant is asking how to create a customer via API. I think the correct question is how to convert lead to customer via API.

For the payment process, we would like to be able to send Method invoices via a trigger from our website (call it a "buy now" button).

Knigherrant also asked, how do we find our "strDeveloper and strDeveloperGUID" for the API integration piece? (please reference lines for StrDeveloper here: https://www.methodintegration.com/MethodAPI/service.asmx?op=MethodAPICreateMethodAccountV3 )

Thank you again for your help!