Method Community

Hi ubiquitas, The Customer table in Method already has a Notes field available to which you can import your Notes. Please note that that the maximum number of character for the Notes field is 4095. During the import process you will need to link to this field. All entries in the Notes field in method in automatically ...

Hi Marling Imaging,  The following steps will help you update the Sales Rep dropdown for the leads: 1. Go to Customize>Integration Tools 2. Click on the Go to Import/Export... link within the Import/Export section within the page 3. In Step 1:Import/Export  a) Select Export a table to a file b) Select the Customer table from ...

Hi Orlando, There is no Leads table in Method, a lead is essentially a specific Entity type, you would import leads into the customer table. The only required field in the Customer table is FullName(But you have to import it into the Name field). When importing your list make sure to add 2 extra columns for Entity Type and IsLeadStatus. You will ...

It took two more synchs and a lot of deleting, but I cleared out the extra records. Thanks for the instructions. That said, although I'm successfully back to Square One, I still can't get the modified records to import and update the existing records. If I select "Update existing records by matching key field(s)", then Method ...

Hi Stephen, You can use Method’s Import / Export tool for importing data, but it only accepts CSV files. If GoCanvas.com allows you to export as a CSV great! Otherwise, you may be able to make use of some type of XML to CSV conversion tool. You’ll want to keep in mind that your sales orders and their line items are stored in 2 ...

Hi Wayne, You can import activities into Method using the Import / Export tool. I suggest you head over to Customize > Tables / Fields, take note of the required fields and export your Activity table to study the field formats first. Then, when you’re ready, use your customer list to fill out the contact for your activities (keep in ...

Hi Alex, We don't have an action for this, but you can use our Import / Export Tool to import data from a CSV file. Take a look at this Help Center article. You could give your users access to the API and the tables they need to use through it, and create a screen with a grid to show the information they're importing. Hope ...

Hi Wentsi, Here's my answer. In order to import a list of contacts to the existing customers, You can check our blog (video tutorial) mentioned in link below as it guide you through how to import multiple contacts. in a very easy ...

Hi Angie, Which table are you importing the Leads into?  If you selected the Customer Leads table, this field is not included as it is not needed.  When importing to this table, the IsLeadStatusOnly is not required, as all imports will be set to TRUE anyways.  Here is a link to the Help Center article on the Import/Export ...

Marci- Method is designed to work work with QB that being said what you are trying to do is possible but a lot of work. Any transcation you import would be a 2 step process first importing the Transction(Invoice) and then the Transaction lines (Invoice Lines), these 2 are linked by a RecordID which is generated at the time of inserting a ...