Method Community

Hi cpitts, The best way to figure this out is to edit the table you are trying to import into and take note to see if the columns are checked as having to be unique or required. This should help you determine which fields have to be inserted and which ones cannot be duplicates. -Michael

 Hey Lil, This is a setting that is available once you import Method Warehouse. On the dashboard you are given an "Preferences" button, once you select this button you can select what method you would like to use. Also you can set items to individually override the global settings. Hope this helps!

I have been trying to import leads into method but on some i get an error that says: Error:Save Warning: The Customer/Employee/Vendor/OtherName could not be sent to QuickBooks. This Name is already in use. Please edit the Name so that it is unique and save again. How do I fix this and import all of my leads?

Yes, I did that with the RecordID Note - Your screenshot above has "Do Not Import" set for RecordID, which results in this message for me: ERROR:One of the columns you've selected in where statement was 'RecordID' which was not added in step 'Prepare Data' of importing. Please add the specified column and ...

Why do date fields export as 2015-Nov-04 12:00:00 PM as opposed to something usable/sortable, i.e. 2015-11-04 12:00:00? Every time I export data using the integration import/export tool I need to run through the fields replacing Jan/Feb/Mar/etc with 01/02/03/etc and eliminating the AM/PM portion of the time entry. But when I grab these fields via ...

When trying to import from a csv file into the customer table, my data was validated, but I got this error message:  I've added two fields - Website and LocationVolume, but can see no duplications as seems to be indicated in the error message.  Suggestions? Error:  The array of insertion ...

I keep getting this error message on import. This is the error message I am getting in over 800 records:" Error: Save Warning: The Customer/Employee/Vendor/OtherName could not be sent to QuickBooks. This Name is already in use. Please edit the Name so that it is unique and save again."  Unfortunately we have to have the NAME ...

Our integration engine display is providing the following message, indicating an issue with the SalesRep table: 7/27/2011 11:41:47 AM 'Entity' 4 conflict(s) - open Method and click the QuickBooks tab, then Resolve Conflicts 'SalesRep' Too many conflicts on SalesRep to proceed further. Please go to QuickBooks...Resolve ...

  Hi Nicole, You can use the Method Import / Export Tool to import your leads into your lead list in Method. You can view a webinar HERE that might help. When importing your leads make sure that the field for IsLeadStatusOnly is True.  -Michael  

I have customized Method by adding Tables/Fields for Customers and Products and have entered data into those new fields.  We had it syncronized with QB Online.  For various reasons we are starting a 'new' QB Company that will have all the same Customers and Products but they now have different Item/Customer Numbers assigned by QB ...