Method Community

Hi ImTheirWebIT I'd have to say that I've gotten great support from these guys. Have you tried using MethodAPISelect_XMLV2 instead of the DataSet Select? Instead of returning a .Net object it returns raw xml. From Method's API documentation here's an example xml response for the Select_XMLV2 method <?xml ...

Thanks, Dave, but aside from learning that Like is supported and joins are not, that just wasn't very helpful. I've used all the documentation at http://www.methodintegration.com/Method-API-for-QuickBooks-CRM.aspx, but don't see much in the way of actual data examples in there. You offer some code examples in .Net and VBA, and ...

Hi Matt and ImTheirWebGuy, Good catch Matt. ImTheirWebGuy you're gonna want to look at the documentation here http://www.methodintegration.com/Method-API-for-QuickBooks-CRM.aspx - like is supported - (referr ing to t he documentation) datReturnedDataSet is a dataset passed in by reference....see my example above for the c# ...

Hi Matt! OK, that solved the initial error message. Now, how do I use the rest of the fields?  - Can I use a "Like" operator in the strWhereClause (or any other fuzzy operator?)  - Putting any value at all in datReturnedDataSet causes an error; what's the syntax for value in this field?  - Since ...

Try using CompanyName='4th' with single quotes instead of double quotes.

I'm not asking anything about code at all. What I need is an XML package example. Your C# there generates an XML package which posts against the API endpoint. Can you execute that code snippet, and paste the actual XML package generated by it? Thanks!

Hi ImTheirWebGuy, We are a .Net not a php shop...so I don't have a php example to give you. I'm gonna suggest googling php to call a webservice...note its an .asmx not an .svc   The following is a C# example that will retrieve recordid and companyname where the companyname is 4th from the vendor table System.Data.DataSet ...

There don't seem to be any examples for what the XML package should look like for this function, and I've had zero success trying to post a test package. Here's an example: <soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:tem="http://tempuri.org/" ...

Hi David, The functionality to automatically email customers with overdue invoices is not a part of the current version of Method. However, you or your credit manager can you use the List Builder feature to easily generate a list of invoices based on due date range, and then send an email template with the appropriate ...

I would like to know if its possible to have Method CRM automatically email out a series of reminder emails to customers that are overdue on invoices?  For instance, on the day any particular invoice is 5 days past due, an email is triggered, with a particular message, and sent to the billing contact on file.  And then to have this same ...