Method Community

@CF_Pro - Sorry for the delay.  Since this is an API question, I answered it on the API forum here: http://www.methodintegration.com/cs/forums/p/3016/11441.aspx#11441 Paul  

CF_Pro asked how to create a single sign on link to a portal from his website.  I answered the question here:  http://www.methodintegration.com/cs/forums/p/2985/11437.aspx#11437 But for the API portion of the question, I wanted to move the conversation to the API forum.  Here's my response. For the tab link name, it ...

Table I'm dealing with is the customer table.  I have the synch turned off so it's not trying to synch.  I was trying to import these as leads and messed up.  I saw there was the option to delete the customer table but was concerned this could mess something else up?

Viret - If you delete the records using the API, then the records should be removed from the conflicts area. Unfortuantely, the Conflicts listing is not an exposed table (in Method or the API). You mentioned in another post that the conflicts were "DeleteFromDesktop", but that the records were actually not even in the database anymore. ...

Yes, all of that I have done. My problem truly comes down to Method is uploading my Leads as a customer instead of lead. I think it's because of my question of: Why is it when I'm importing my file with THE necessary field of EntityType (and all records show Customer Lead), Method doesn't recognize this field upon import? To try to ...

Any more info on this?

Hi emiller, Just curious, did you import these records using the Import tool? Or did they come in from QB during the sync? Also do you know what table are you dealing with? Depending on the Method table involved this could be easy, difficult … or not possible at all. If the table is Method only data (a table that does not sync with QB) ...

Hi Shane, I'm going to ask you read an earlier post that might help you when importing leads (click here). Give that a read and let me know if you have more questions. Cheers.

Yes, I had that box checked! Thanks so much! Now, as per your advice earlier, my file includes EntityType as a field and Method doesn't recognize it as one of its fields. I'm confused because it seems this field must be included so as to not turn my leads into customers on the import...... Shane

Just getting up to speed on Method and imported some records we want to remove.  What is the easiest way to clear all the customer info out of the Method database?