Method Community

Hi Amit - To get you started, here's some info: 1. Yes, you can absolutely use the MethodAPI to import leads. 2. We have some documentation and general sample code here: https://www.method.me/api/   3. There may not be an exact example of importing a lead, but here's some start info: a) Use MethodAPIFieldListV2 ...

Christina - While we get an answer for you, note that we have removed the contact details of your leads/customers from your post - as it wasn't clear whether that was fake information or real customer information. To be on the safe side, since this is a public forum, it is not best practice to put real customer info there - so I've ...

The following updates are now live for users of Method. Features Confirm disconnection for users who disconnect QBO Sync & have Intuit Payments connected (PL-5848) Method now syncs with QBO Purchase Orders (PL-3247) General Transaction Screen Updates and Improvements (PL-6790, PL 6794, PL-6812) Ability to convert and Estimate to Invoice ...

The following updates are now live for users of Method. Features Confirm disconnection for users who disconnect QBO Sync & have Intuit Payments connected (PL-5848) Fixes Drop down search results are not consistent on when searching large datasets (PL-5605) App Ribbon errors when screen has no active record ID (PL-5917) Activity ...

The following updates are now live for users of Method. Features QBDT History Per Transactions Preferences (PL-4221) Web Hooks for Add,Mod,Delete allow syncing from QBO to Method within 5 minutes (PL-5379) Method:API - Usage/Limits report (PL-5192) Ability to subscribe to Method in-product. (PL-4238) Drop Downs - Mobile Improvements II ...

The following updates are now live for users of Method. Features Fix - Changes-Only Sync not getting modified on QBO with blank tax code (PL-5377) Fix - General Error on Syncing with QBO with blank tax code (PL-5754) Fix - Refresh tokens about to expire (PL-5506) Fix - Delete from Method not deleting record or conflict (PL-5645)

The following updates are now live for users of Method. Features Improvements to runtime drop downs (PL-4250) Display and speed improvements to the Subscription page (PL-4524) Bugs Refetch is not working for Entity table for QBDT (PL-4948) A general error has occurred in QBO Sync (PL-4916) Duplicate payment methods in new QBO ...

The following updates are now live for users of Method. Features Fix - prevent the duplication of invoices when rapidly inserting from work orders (PL-4835)

The following updates are now live for users of Method. Features Performance improvements to the Method:API - caching of dropdown list values to improve the performance of inserting and updating records (PL-4869)

The following updates are now live for users of Method. Features QBO Sync - Inventory & NonInventory Types (PL-2986) QBO Sync - Item Hierarchy Changes (PL-3255) Avoid Entity duplicate conflicts (PL-3799) Standardize ‘Save’ prompt when leaving designer (PL-3311) Improved error messaging on app publishing (PL-3681) Items App ...