Method:API Q&A

Re: Uploading 'Alternate' Contacts into the Contact Table

l.fischer — Tue, 26 Oct 2010 17:10:12 GMT

I figured it out. My header in Excel is Entity, and the column is populated with the Customer Name.

Re: Uploading 'Alternate' Contacts into the Contact Table

Method_Paul — Tue, 26 Oct 2010 16:46:59 GMT

l.fischer -

Are you setting a value for the Entity field in the Contact table? As long as you do this, it should show up for that customer.

Are you using the API for this, or the Import/Export tool?

I just tried it with Import / Export and was able to import from the clipboard a contact for Natalie Chapman (not sure how the copy and paste from excel will show here!!):

Entity	FirstName	LastName	Name	Phone
Chapman, Natalie	Paul	Jackson	Paul Jackson	111-222-3333

Paul

Re: Uploading 'Alternate' Contacts into the Contact Table

l.fischer — Tue, 26 Oct 2010 16:02:18 GMT

Paul,

I am trying to add multiple contacts to a single customer. Can you please be more specific on how to link the new contacts to existing customers? I successfully imported a contact, but it is not linked to the customer.

Re: Uploading 'Alternate' Contacts into the Contact Table

Method_Paul — Wed, 28 Apr 2010 21:43:10 GMT

Palmer -

If you want to add extra contacts, don't insert them into the Customer table. Insert them into the "Contacts" table. For the Contacts.Entity field, use the value from the customer.fullname.

No need to get RecordID.

What you were doing was trying to insert a duplicate customer, which wouldn't work.

Once you try inserting the Contact Table with:

Contact.Entity = (your customer's FullName)

Contact.FirstName = 'Joe'

Contact.LastName = 'Test'

You should be smooth sailing.

Paul

Uploading 'Alternate' Contacts into the Contact Table

Palmer — Wed, 28 Apr 2010 20:41:16 GMT

I need know what are the key fields that I need to use with the INSERT API to add Alternate Contacts to existing QB Customers. Is there a document anywhere that talks about the key tables and the required fields needed for inserting where existing foriegn keys exist, like customers/vendors, etc. The general RecordID just would just create orphans in the Contact table.

I am using the MethodAPIInsertV2 interface to upload/transfer several hundred QuickBooks matched contacts from an ACT database into Method.

EntityType=’Customer’, EntityRecordID=767, FirstName='Joe' AND LastName='Test' to upload into the 'Contacts' Table.

I get an error of: ‘The field EntityType or EntityRecordID do not support Add’

I queried the Customer table to get the existing Customer RecordID matched them up manually in Excel. That is were I got the value 767 above. Is it using trying the 'Name' field to automatically index this or something?

How do insert alternate contacts into Method and tie them to existing QB customers?