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  • Re: Group Item Details not showing up on Invoice in detail

    [quote user="VLocke"]I need the item details to show on the Method side[/quote] The item details will only show up once you have sync'd the invoice over to QB.  After the sync are you seeing the group item details? ~C
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-13-2012
  • Api for invoice and Time

    Hello, 1. This is the API documentation I found from MethodCRM https://developer.method.me, but I could not find the API for sending data regarding Time (this is the set of data that we need to sync as  below image) 2. I would like to get documentation that guide us about the description of the payload (eg: each field ...
    Posted to Method:API Q&A (Forum) by Slcoder on 07-17-2023
  • External Tax Calculation Integration

    Hello Method Team, I am looking to develop a Tax Calculation Integration for your platform. At DSTax we build integrations that connect various CRMs, ERPs, and other e-commerce solutions to the Onesource Tax API. We want to be able to synchronously send data from a transaction through our tax calculation API and apply the resulting tax to that ...
    Posted to Method:API Q&A (Forum) by DSTaxKy on 08-23-2022
  • Need help in uploading images using Method API

    Hello Support, I am working on an integration to sync the items with Method CRM using REST API. I am able to insert the items successfully using the API. But there is a problem with uploading the image. I have tried sending the web URL link in the FeaturedPhotoFileName field using PATCH request ...
    Posted to Method:API Q&A (Forum) by Mark.QB on 10-25-2021
  • MethodAPISelect_DataSetV2 does not return all records

    I hvae a MethodAPISelect_DataSetV2 call to extract all data from the Contacts table to sync with an external system. I'm currently pulling 18 fields (including some custom ones). However, it's not returning all records. If I remove a field, it returns all data. Does this function have some kind of limitation on the amount of data it ...
    Posted to Method:API Q&A (Forum) by hanwell on 10-30-2019
  • How to identify only modified records from table ?

    Hi, Anyone can help me out here. I'm integrating Method API to my web application. In my web application I can create, update & delete a contact. After that these contacts were pushed to Method CRM. There again I can create, update, delete these. Now I want to sync back with these updates to my DB. So I need to identify which all ...
    Posted to Method:API Q&A (Forum) by udhayakumar on 10-24-2018
  • Multiple dates on Activity

    Is it possible within Classic OR New Method interface, to customize an activity to have more than one date on it that would syncronize to Google Calendar?  For instance, I want to only have one activity (NOT create an additional follow up activity), for a contact that I know I need to put on my calender for Aug 25th 8-9am and Sept. 6th 1-2pm ...
    Posted to Method General Q & A (Forum) by Maureen on 08-23-2018
  • Google Calendar Integration

    Hello, I don't appear to be able to integrate my Google Calendar account with my Method:CRM account.  I have tried "Sign in with Google," and a window pops up briefly and then is gone.  If I go to Google and delete Method:CRM from app permissions, I can "Sign in with Google" and it will let me choose a Google ...
    Posted to Method General Q & A (Forum) by dmoyer on 08-14-2018
  • Deleting Contacts

    Hi, I am new to methods.  We are eveluating Methods and we have been importing customers into the system. I have managed to delete all Customer records.  However, the contacts still linger on.  I have sync QuickBooks to Method and still the contacts are there.  We do not have any leads.  Nor do we have any customer ...
    Posted to Method General Q & A (Forum) by GerryWong168 on 08-01-2018
  • Account numbers

    I would like method to autogenerate unique account numbers for my customers, then sync those with the account number field in QuickBooks. I tried turning on the unique attribute for the accountnumber field in method.  It says that it is Disabled because it already contains records.  What are my options?  We are just setting up, so ...
    Posted to Method:Classic General Q&A (Forum) by pyrocorp on 09-01-2017
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