Method Community

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?

Hello! Is there any way to see if my customers have registered to use the portal? Can I see user activity? Thanks! 

James You can contact us directly.  We can probably setup a screen for you. Mark

Hi Shane, Are you sure you are aren't using the update feature on the Import / Export tool to try and 'update' rather than import new leads? The message indicates you're trying to update. In step 2 of the import process where you prepare the data, you will see a check box 'Update existing records by matching the key ...

 Thanks Michael, The gateway part I'm fine with as I will be setting up a gateway within Method. As far as charging the credit cards ... are you saying I would need to type the credit card number in each time within Method even though it is in QB?  That could be a little combersome.  Is there anyway around this?  Thanks ...

Good Morning Paul, I’m now trying to upload my “test” leads. However, I get this error - Error:We couldn't update current record because we couldn't find a single unique parameter that will match your update criteria.   Since these are leads, there’s no RecordID – it seems Method wants a RecordID ...

Hi Dave - I have moved this post to the API forums. A member of our team should respond here. Thanks.