Method Community

Oh wow! You're missing all the best parts of Method. I'm going to provide you with two links. 1. Community Webinars. Scroll down to the section on 'Customization and find 'Introduction to Actions - Level 1' 2. Method Help Center where you'll also find references to our Actions & Objects.

All I'm seeing is:  1 Choose to import or export 2. Pick a table 3 Choose File to import 4 click 'import data' Also, can you tell me if the RecordID is a column header in addition to the Entity?

[quote user="NeilSmellie"]Is it possible to change a job to a lead and have the lead still associate with the customer[/quote] The process to convert a customer to a lead is not automatic and would require a fair amount of exporting/importing and editing your lists in excel to acheive this.  The most important thing to be aware of ...

Jason, BayStateConsulting has some very nice tools for importing these types of transactions into QB.  www.baystateconsulting.com.  As Michael mentioned, if you want complete support for the Sales or Invoice data, you need to import both a Header and Line Item record for Sales Orders and Invoices and these two need to be properly linked ...

"Do I assign a number to all of my contacts and use that as a record ID?" -Nope.  Record ID is automatically generated by Method, and cannot be edited or input.  Putting a random number in there will cause the customer that actually has that RecordID to get overwritten with someone else's address - (yeah...be ...

Hi Wentsi, The easiest way to do this is by using the Import/Export feature. Go to Customize > Integration Tools and click on Go to Import / Export. Click on the radio button to the left of Export a table to a file, uncheck the checkbox to the right of Show only common tables?, and select ...

Looks like I am talking to myself here. Could someone give us some guideance here please? We were able to get the invoice to insert via Method API. However, it does not seem to be syncing with QB until we log into Method, bring up the invoice and click save then it will sync with QB. We did not flag Sync Aprpove field, it is unchecked so I would ...

I'm trying to use this function to make some "global" changes to my Leads, but when I export my Customer Lead table, not all leads are exporting.  I see them in the Leads and Contacts List, but they are not in the export spreadsheet.  Am I missing something? Mario

A hotfix has been deployed to correct issues related to importing and API endpoints.   Users should now receive proper messaging within the Import/Export tool as well as from our API endpoints. Cheers Jon

Hello Charles,    Sorry for the late reply.  Since the post, we have been working with you on this issue.  We do have a support case open and are working to get the situation resolved.  Greg