Method Community

Where Method’s error messages normally explain errors that have occurred while importing or calling API endpoints, you may be receiving the following generic message: The API could not validate your log in. Please make sure you have entered the correct Company Account, User and Password, and that each are spelt correctly. Also, ensure that ...

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 ...

Hi Don, You will see this error message when the record you are trying to enter has the exact matching Name to one already in your account. The "Name" helps identify a particular record in your account and because it is/eventually will sync to QuickBooks, we follow QuickBooks' rules and require it to be unique. To fix the error ...

Hi John, By any chance are you using Google Chrome when you get this timeout while importing?  This is a known bug for Method in Chrome, sometimes, when you do an import, the progress bar won't budge, however if you wait long enough, the records do get imported, this sounds like what you are describing. Our development team is working ...

Hi Jeffrey, I think its important to separate what a 'Contact" is from a Customer or Lead.  Are they new or potential customers or simply the additional contact info for already existing customers or leads? I'd recommend going through our Help Center and specifically our Leads section, to get a better understanding of the ...

Hi Ronnie, You are able to add more than two contacts to a Customer using the Import Tool in Method.  You can do this by using the "Contacts" table, so if you want to first export this table, you have to make sure you uncheck the "show only common tables" from Step 2, "Pick a table".  You will be ...

Hi Roger, [quote user="roger"]Which Method tables contain bits of information related to CRM?  It appears obvious that the 'Contacts' and 'Customer' tables are involved (setting the 'IsLeadStatusOnly' field to 'TRUE') but are there other tables (LeadSource, Opportunity, etc.)[/quote] The only other ...

Hi Bob, You have several options available to you. Option one: is to use the Sample Excel API Tool. Click for more information and a video. Option two: is actually found right within your Method account. Click Customize>>Integration Tools. You will see the Import / Export feature (currently in beta). Follow the instructions on the ...

Hi Lance, Sorry for the late reply. This is a known issue with the progress bar.  I recommend only importing 500 records at a time, as the progress bar and the import tool work best around that number.  In the future, if you can limit the import to 500 or less, you should see it run much smoother. - Adam

 Paul, I am trying to do this.  But on the Import data screen, item # 2 says to "Pick a Table."  I'm in Customize/Integration Tools/Import/Export Menu. I don't see "2. Set Options".  Set "Update existing records by matching the key fields" to be checked" anywhere.  Can you ...