Method Community

One easy way to confirm if the name already exists or not is to use our Import/Export tool to export the Contacts table and Item table and take a good look at the FullName field for both. The name could be in use on the Method side which is preventing it from being used again. The Import/Export tool can be found within your Method account by ...

Hi Jason, Though it is possible to import Invoices into Method it can be a bit tricky since you will need to import the Invoice table and then the InvoiceLine table. It's best to get these transactions first into QB which will flow over to Method. If you take a look at the Inuit Marketplace there are a bunch of apps that specialize in ...

Jacob - We're still waiting for the next live publish before we push out the calendar and work order screens with the mapping on them.  Reason being if we pushed them out now, the mapping buttons would still show up on the regular site but wouldn't do anything - as they would only work on the beta site. I know you eager to get it - ...

We will be implementing Method while also starting with the desktop pro version of Quickbooks.  To create our initial customer list, we will would like to import our data from Constant Contact which contains almost all of our basic customer information.  I would like a recommendation as to whether it makes more sense to import this ...

Hi Michele, Just to clear this up, the February release is essentially a temporary updated version of our main site, when we have bug fixes or new features we introduce it in a 'stage' release.  Once we have confirmation that there are no issues with this new version, it will then replace the October Release and the option ...

Hi, I am new to methodCRM. I have a requirement where I need to import the Lead data into MethodCRM using API. I see methodCRM allows import of data using excel/csv but I wanted to have an way to import the lead data into methodCRM using API so that I can build a automated way of lead import into CRM as soon as i have got a lead to push into crm. ...

We sent a mailer as part of a campaign just before we started using Method. In importing these leads into Method, I originally hoped (and assumed) we could just include the name of a campaign (already created) along with other fields while doing the lead import, and do it all at once. I learned that this is not possible, since Contacts and ...

Attempting to launch the Import Export tool results in the server throwing error messages.  Started about 7 pm EST last night and continues this morning.  I waited to see if fatal errors would ping the admin, but based on other posts it appears this has gone undiscovered or could be just related to the Import Export sessions on my ...

Jason - SORRY!   You need to use the SendToDesktop API call.   What happens is when an invoice is created, it won't go to QuickBooks yet because it has no line items. But when you add line items, it doesn't know when you are finished.  Calling SendToDesktop says "I'm done - let 'er fly". Paul

mlwells, I wrote a program that uses the Method API to transfer some Method data from one account to another. The reason for creating it was for a client that was switching from a standard Method account to a Multi-tenancy account, but the idea is similar.  The way it worked was that they first synced the new account to their QuickBooks ...