Method Community

Hey Mahlon, From my testing, I went through the process and the HTML formatting did stay intact after the import.  If you want to email me over the spreadsheet you are working with (or a few records from it) I can try again using your file. -- Mortaza

Hi Kat, Yes, you are able to import custom fields. During the import process, you can specify to create a new field for a specific column. For example, if in the import file you have a header called ‘ContactRegion’, then during the import process, the import tool will allow you to create a new a field for ...

TogsTeam, To add a linked field to a table, that table must have a drop down that references another table. You will be able to link all fields from the drop down table. What you could do is, use a combination of retrieve value from table actions and the Merge Character Function actions to get the information on an email. -Michael

Hello, Tim asks how to import a CSV file. For the benefit of the community I wanted to post this on our forums. Hopefully, these steps will clarify how exactly to correctly import your data into Method. 1) Go to Customize -> Tables / Fields and find the table you wish to import into (or create the table if it isn’t there by ...

Hello Ernestine,    I took a longer look at this import as I was unsure myself about the fields.  To import an activity, you need three fields: AssignedTo, ActivityType and DueDateStart.  You can find which fields are required by going to Customize -> Tables/Fields -> Activity.  You can scroll through the fields ...

Shelly, I was getting the same message this week and no pointer to the supposed ability to edit and re-import the records, but I found that if I clicked on the "Prepare Data" link (in the path shown at the top or bottom of the screen) it would take me to a screen showing my failed records.  I didn't see a way to edit them ...

Hi em2, This forum post may help you out http://www.methodintegration.com/cs/forums/p/2140/7822.aspx The name field does have to be completely unique since it is the name of the Lead(And will become the name of the customer once it gets converted). -Michael

Hi scottaskinosie, First off, if you haven’t watched the video tutorials on performing an import, I recommend that you watch these first. The workflow and options are explained in these videos. You can find these at the bottom of solution No. 189 in our Help Center. Second, I immediately see a couple of problems with what you are ...

mlepitt, What exactly are you looking to import from QBO into Method? Method should take care of all the importing(Syncing) if there is something that doesn't sync there is a good chance the QBO sdk doesn't allow for it to be accessed. -Michael

Hello Dave,   There is no documentation for specific tables.  Most of the imports I have seen users do is with customers and leads.  I do see some for activities and opportunities.  There is a common process to do this to do any imports. 1. First find out what fields are mandatory.  Go to Customize > Tables/Fields ...