Method Community

Hi Peter, I've re-written one of the VBA/Excel samples without the need for the Web Services Toolkit.  We will update the samples on the website but it may take a little time.  Feel free to email me directly (p.dyer@method.me) and I can share something with you prior to updating the existing samples. Regards, Peter

Thanks that solved it. Hopefully I wont need any more help (will see if I start to implement activities). Small suggestion, your API docs are good but as far as I can see most of the problems dont come from it but from generally lack of understanding about table structure/relations and required fields. My suggestion is to maybe add some ...

Email='target@mail.com' - single quotes - should work.

Hi, need one more thing. I cant seem to make where clause work. I looked at ASP example and there it says you can create where like this Where (eg. Balance > 0). Tried things bellow didn't work: 'strCompanyAccount' => '', 'strLogin' => 'xxx', 'strPassword' => 'xxx', ...

Found what I've needed and now I finally understand how to work with customizations. @Admin you can delete the thread.

Hi Peter, Before we talk API I wanted to make sure you are aware of the export function in Method.  In the GUI you can export the data you are looking for in csv format and easilly open it in Excel. However, since you mentioned API you are probably looking for more of a real-time interface.  The Method API is based on the SOAP protocol ...

Hi, I hope you can help as I've spent hoursa trying to work out how to get data into Excel. I was initally excited when I saw there was sample code, but it uses outdated references to XP Web Services add-ins which I could no longer obtain. So using webservice experience from before I tried to in the most simplest way just post the URL ...

Excellent, you have most of this figured out.   The Contact is set by setting the 'Contacts' value to the RecordID of the appropriate Contact in the same way you are setting the other fields (Name, OpportunityStage, etc). If you need to know the Contacts ID you can look it up in the Contacts table, like ...

OK, managed to figure it out. 'Name' = Just a string for example 'Oppty1' 'OpportunityStage' = Browse some older already created opportunities to find default values. By default when you create a contact via Web2Lead it is 'Prospecting' 'Customer' = This relates to Customer table Name field (you used it ...

Thanks for response. It makes things clearer now. The only question I have left is about the Customer value. AssignedTo is related to Customer table via Name fkey. But what exactly is Customer in Opportunity table is it company name from Customers table?