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I wanted to add a note to this thread about working with Customers and Contacts.  Customer to Contacts is a one-to-many relationship.  That is, one Customer can have many Contacts, but a Customer must have a least one Contact.  That is enforced by the Method UI and API, both create a Contact when a Customer is created. ...

Let's walk through the process of figuring out what to submit to the API.   Step #1 - Identify want we want to create - in this case Opportunity Step #2 - Query the field list for Opportunity <soap:Envelope xmlns:soap="http://www.w3.org/2003/05/soap-envelope" xmlns:tem="http://tempuri.org/"> ...

My appologies for being slow to response.  This is an excellent question.   The short answer is FullName - you need to include the FullName of the Customer you want to link to the Opportunity.  In a subsequent post I'm going to attempt to explain how you can figure this out.

Note that this thread uses TenantID.  This is only relevant for customers who have a multi-tenant Method:CRM account.  If you are unsure if you have a multi-tenant account you likely don't, the majority of customers do not.   If you exclude TentantID from the example above it should work fine for most users.

The error is caused by the formatting on the strings in the Arrays.  They are: <string>something</string>.  They need to follow the formatting of the parent: <tem:string>something</tem:string>.  There is a subsequent error that Name is a required field on the Customer table.  Also, the ...

The VBA/Excel samples have been updated on method.me/api.  The samples are no longer dependant on the WebServices Toolkit that Microsoft no longer distributes.  The updated samples construct the SOAP request as an XML document directly (using an actively distributed XML library from Microsoft that is readilly available and already part ...

The number of InsertFields (15) does not match the number of InsertValues (14).  It looks like Branch is missing from the InsertValues.

Thanks, that's an excellent suggestion.  I've noted it and we will towards better samples.  I need to do a bit more investigation on your Contacts question. In the meantime, this may be germaine to other API users but there are a couple things I find helpful when working with the API. All of the available calls ...

Hi Peter, I've re-written one of the VBA/Excel samples without the need for the Web Services Toolkit.  We will update the samples on the website but it may take a little time.  Feel free to email me directly (p.dyer@method.me) and I can share something with you prior to updating the existing samples. Regards, Peter

Email='target@mail.com' - single quotes - should work.