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  • Re: Created a customer with API. Trying to create Opportunity

    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 &gt; 0). Tried things bellow didn&#39;t work: &#39;strCompanyAccount&#39; =&gt; &#39;&#39;, &#39;strLogin&#39; =&gt; &#39;xxx&#39;, &#39;strPassword&#39; =&gt; &#39;xxx&#39;, ...
    Posted to Method:API Q&A (Forum) by anatolij.p on 08-03-2017
  • Re: Web 2 Lead - Customization

    Found what I&#39;ve needed and now I finally understand how to work with customizations. @Admin you can delete the thread.
    Posted to Method General Q & A (Forum) by anatolij.p on 08-03-2017
  • Re: Importing data into Excel using API

    Hi Peter, Before we talk API I wanted to make sure you are aware of the export function in Method. &nbsp;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. &nbsp;The Method API is based on the SOAP protocol ...
    Posted to Method:API Q&A (Forum) by Method_Peter on 08-02-2017
  • Importing data into Excel using API

    Hi, I hope you can help as I&#39;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 I was initally excited when I saw there was sample code, but it uses outdated references to XP Web Services add-ins which I could no longer obtain.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&nbsp;before I tried to in the most simplest way just post the URL ...
    Posted to Method:API Q&A (Forum) by thompps on 08-01-2017
  • Re: Created a customer with API. Trying to create Opportunity

    Excellent, you have most of this figured out. &nbsp; The Contact is set by setting the &#39;Contacts&#39; value to the&nbsp;RecordID of the appropriate Contact&nbsp;in the same way&nbsp;you are setting the other fields (Name, OpportunityStage, etc). If you need to know the Contacts ID you can look it&nbsp;up in the Contacts table, like ...
    Posted to Method:API Q&A (Forum) by Method_Peter on 08-01-2017
  • Re: Created a customer with API. Trying to create Opportunity

    OK, managed to figure it out. &#39;Name&#39; = Just a string for example &#39;Oppty1&#39; &#39;OpportunityStage&#39; = Browse some older already created opportunities to find default values. By default when you create a contact via Web2Lead it is &#39;Prospecting&#39; &#39;Customer&#39; = This relates to Customer table Name field (you used it ...
    Posted to Method:API Q&A (Forum) by anatolij.p on 08-01-2017
  • Re: Created a customer with API. Trying to create Opportunity

    Thanks for response. It makes things clearer now. The only question&nbsp;I have left is about the Customer value. AssignedTo is related to Customer table via&nbsp;Name&nbsp;fkey. But what exactly is Customer in Opportunity table is it company name from Customers table?
    Posted to Method:API Q&A (Forum) by anatolij.p on 08-01-2017
  • Re: Insertion with api

    See:&nbsp;https://www.method.me/cs/forums/p/9709/35388.aspx#35388 .
    Posted to Method:API Q&A (Forum) by Method_Peter on 07-31-2017
  • Re: Created a customer with API. Trying to create Opportunity

    You can paste the code below - you will need to fill in your own Method&nbsp;CompanyAccount, Login and Password. &nbsp;Also, the&nbsp;Customer, AssignedTo and OpportunityStage in the request are specific to your environment, choose values that make sense. After you paste the request, select XML (text/xml) for the content type and update the ...
    Posted to Method:API Q&A (Forum) by Method_Peter on 07-31-2017
  • Create Customer & Opportunity

    Hello, I&#39;ve been trying to create a Customer (Lead) via API call and it works OK. Followed the guide from&nbsp;https://gist.github.com/relish27/67432c710f4b4904ca6f and adjusted it to use plain PHP SOAP calls (no external libraries). Seems to me that all is working OK, but I cannot create Opportunity. One of the errors is: ...
    Posted to Method:API Q&A (Forum) by anatolij.p on 07-31-2017
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