Method Community

 Hello Rick, I used the Method Import/Export tool which can be found by going to Customize > Integration Tools > Go to Import/Export. I created a CSV file and added the 'Name' and 'IsLeadStatusOnly' fields to the Customer table. I entered the name of the Leads under the 'Name' field and 'True' as the ...

Hello Wentsi, Basic Idea of Import is to import new data to existing fields or creating new fields and update data in those fields. The Import/export tool allows you to extract all data from tables in Method(export), and then import records into any table that supports additions. When you update any data into the existing field make sure you only ...

On Wednesday, June 23rd @ 1:00pm EST, Valbon Shabani will provide an overview of the import and export tool which is currently available in Method as beta. Examples will include exporting data from Method tables and importing / updating Method data using a spreadsheet format.  This webinar will take place live but will also be recorded and ...

Hey Sarah, Since our sync is bi-directional you can take either route that works better for you. Using Method you can add extra fields you needed in a Table and import to those new fields. Method has a lot more fields that QBO does not have out of the box.  If you did import via QBO you can always update and re-import using ...

Hello Vince, You are right , you have to do three seperate imports into three separate tables, Basically the import /export tool allows you to extract all datat from tables in Method(export), and import records into any table that supports additons. I am quite confused about the second part of your question in which you mentioned whart are ...

TogsTeam - Good news, if you do it right, you can choose (b) Append to the existing records. When you export the records, make sure the RecordID is exported along with the fields you want to change. This will be used to identify and match records on the import. When you import the data, play close attention to "2. Set ...

Hi Ashur. I tried to finish the import. Some of the records imported but the majority did not. I recieved a message that is now gone that said that the user did not have permissions to perform the import. The user I am using is the administrator user and in the beginning of the import majority records did start import. It appears that the records ...

I am trying to import about 1,300 leads from a CSV file.  I'm on 'step 3: Validation,' after I clicked import. The progress bar just sits there and does nothing. It says, "your data has passed validation. Click Begin Import to continue". (I already clicked import though)t.  I clicked ...

Hey Rick, Sorry for the late reply. When you import your invoices, it creates new RecordID's that the InvoiceLine records will not match up with. You will have to go into your InvoiceLine file and make sure to adjust the InvoiceRecordID's so that they match up with the correct Invoice RecordID's in the invoice ...

Hi Mike, If you're going to be importing using our Import / Export Tool and the import fails, the record simply won't be added to the table. If it succeeds and you'd like to delete the record, you will be able to delete it (assuming you haven't added any transactions for it). If you'd like to back up your table ...