Method:API Q&A

Re: Using MethodAPIInsertV2

Method_Peter — Wed, 16 Aug 2017 12:33:19 GMT

Note that this thread uses TenantID. This is only relevant for customers who have a multi-tenant Method:CRM account. If you are unsure if you have a multi-tenant account you likely don't, the majority of customers do not.

If you exclude TentantID from the example above it should work fine for most users.

Re: Using MethodAPIInsertV2

Method_Peter — Wed, 16 Aug 2017 12:30:16 GMT

The error is caused by the formatting on the strings in the Arrays. They are: <string>something</string>. They need to follow the formatting of the parent: <tem:string>something</tem:string>.

There is a subsequent error that Name is a required field on the Customer table. Also, the SalesRep is a reference to a separate table, be sure to use a real value.

The follow request will work:

<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:tem="http://tempuri.org/">
<soapenv:Header/>
<soapenv:Body>
<tem:MethodAPIInsertV2>
<tem:strCompanyAccount>{{account}}</tem:strCompanyAccount>
<tem:strLogin>{{login}}</tem:strLogin>
<tem:strPassword>{{password}}</tem:strPassword>
<tem:strTable>Customer</tem:strTable>
<tem:arrInsertFieldsArray>
<tem:string>Name</tem:string>
<tem:string>TenantID</tem:string>
<tem:string>FirstName</tem:string>
<tem:string>LastName</tem:string>
<tem:string>Email</tem:string>
<tem:string>BillAddressAddr1</tem:string>
<tem:string>BillAddressAddr2</tem:string>
<tem:string>BillAddressCity</tem:string>
<tem:string>BillAddressState</tem:string>
<tem:string>BillAddressPostalCode</tem:string>
<tem:string>Phone</tem:string>
<tem:string>AltPhone</tem:string>
<tem:string>AltContact</tem:string>
<tem:string>Branch</tem:string>
<tem:string>SalesRep</tem:string>
<tem:string>VelocifyLeadID</tem:string>
</tem:arrInsertFieldsArray>
<tem:arrInsertValueArray>
<tem:string>TestFName TestLName 2</tem:string>
<tem:string>1</tem:string>
<tem:string>TestFName</tem:string>
<tem:string>TestLName</tem:string>
<tem:string>testemail@test.com</tem:string>
<tem:string>123 Test Street</tem:string>
<tem:string>Apt A</tem:string>
<tem:string>Los Angeles</tem:string>
<tem:string>CA</tem:string>
<tem:string>90005</tem:string>
<tem:string>213-111-2222</tem:string>
<tem:string>310-222-3333</tem:string>
<tem:string>310-555-1111</tem:string>
<tem:string>Austin</tem:string>
<tem:string>RJL</tem:string>
<tem:string>123456</tem:string>
</tem:arrInsertValueArray>
</tem:MethodAPIInsertV2>
</soapenv:Body>
</soapenv:Envelope>

Response:

<soap:Envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
<soap:Body>
<MethodAPIInsertV2Response xmlns="http://tempuri.org/">
<MethodAPIInsertV2Result><?xml version="1.0" encoding="windows-1252" ?><MethodAPI response = "SuccessSendToDesktop" RecordID="57306" ></MethodAPI></MethodAPIInsertV2Result>
</MethodAPIInsertV2Response>
</soap:Body>
</soap:Envelope>

Re: Using MethodAPIInsertV2

DLi — Wed, 09 Aug 2017 21:12:30 GMT

Thank you, I added one more field string, but still getting the same response:

<soap:Envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
<soap:Body>
<MethodAPIInsertV2Response xmlns="http://tempuri.org/">
<MethodAPIInsertV2Result><?xml version="1.0" encoding="windows-1252" ?><MethodAPI response = "Please enter at least one field array." ></MethodAPI></MethodAPIInsertV2Result>
</MethodAPIInsertV2Response>
</soap:Body>
</soap:Envelope>

This is the request I used:

<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:tem="http://tempuri.org/">
<soapenv:Header/>
<soapenv:Body>
<tem:MethodAPIInsertV2>

<tem:strCompanyAccount>acctname</tem:strCompanyAccount>

<tem:strLogin>login</tem:strLogin>

<tem:strPassword>bpassword</tem:strPassword>

<tem:strTable>Customer</tem:strTable>

<tem:arrInsertFieldsArray>

<string>TenantID</string>
<string>FirstName</string>
<string>LastName</string>
<string>Email</string>
<string>BillAddressAddr1</string>
<string>BillAddressAddr2</string>
<string>BillAddressCity</string>
<string>BillAddressState</string>
<string>BillAddressPostalCode</string>
<string>Phone</string>
<string>AltPhone</string>
<string>AltContact</string>
<string>Branch</string>
<string>SalesRep</string>
<string>VelocifyLeadID</string>
</tem:arrInsertFieldsArray>

<tem:arrInsertValueArray>

<string>1</string>
<string>TestFName</string>
<string>TestLName</string>
<string>testemail@test.com</string>
<string>123 Test Street</string>
<string>Apt A</string>
<string>Los Angeles</string>
<string>CA</string>
<string>90005</string>
<string>213-111-2222</string>
<string>310-222-3333</string>
<string>310-555-1111</string>
<string>Austin</string>
<string>Test Rep</string>
<string>123456</string>
</tem:arrInsertValueArray>
</tem:MethodAPIInsertV2>
</soapenv:Body>
</soapenv:Envelope>

Re: Using MethodAPIInsertV2

Method_Peter — Wed, 09 Aug 2017 19:18:54 GMT

The number of InsertFields (15) does not match the number of InsertValues (14). It looks like Branch is missing from the InsertValues.

Using MethodAPIInsertV2

DLi — Wed, 09 Aug 2017 18:56:48 GMT

Hello! I'm trying to use methodAPIInsertV2 to insert a record into the Customer table... I'm getting an error message: "Please enter at least one field array." I've added the fields under InsertFieldsArray, am I missing something? Thank you!

This is what I'm using:

<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:tem="http://tempuri.org/">
<soapenv:Header/>
<soapenv:Body>
<tem:MethodAPIInsertV2>

<tem:strCompanyAccount>AccountName</tem:strCompanyAccount>

<tem:strLogin>login@login.com</tem:strLogin>

<tem:strPassword>password</tem:strPassword>

<tem:strTable>Customer</tem:strTable>

<tem:arrInsertFieldsArray>

<string>TenantID</string>
<string>FirstName</string>
<string>LastName</string>
<string>Email</string>
<string>BillAddressAddr1</string>
<string>BillAddressAddr2</string>
<string>BillAddressCity</string>
<string>BillAddressState</string>
<string>BillAddressPostalCode</string>
<string>Phone</string>
<string>AltPhone</string>
<string>AltContact</string>
<string>Branch</string>
<string>SalesRep</string>
<string>VelocifyLeadID</string>
</tem:arrInsertFieldsArray>

<tem:arrInsertValueArray>

<string>1</string>
<string>TestFName</string>
<string>TestLName</string>
<string>testemail@test.com</string>
<string>123 Test Street</string>
<string>Apt A</string>
<string>Los Angeles</string>
<string>CA</string>
<string>90005</string>
<string>213-111-2222</string>
<string>310-222-3333</string>
<string>310-555-1111</string>
<string>Test Rep</string>
<string>123456</string>
</tem:arrInsertValueArray>
</tem:MethodAPIInsertV2>
</soapenv:Body>
</soapenv:Envelope>