Method Community

I'm sorry to reply to such an old thread, but I am attempting to do the same thing and am experiencing a different issue. I am "ActivityCompanyName" column. It defaults to "Do not import" and when I select "to existing field", ActivityCompanyName is not a choice in the dropdown menu. I've confirmed that the ...

Brian - even with the import / export tool it is still importing one record at a time and validating as it goes.  In terms of performance increases, you are right that a DELETE * FROM TableName would be the most efficient SQL to run against it. Since Method, in general, is made for non-programmers, this is something we are staying away ...

The webinars listed below reference older screens and/or features that are no longer used in the most recent updates available through Method.  It is likely that newer webinars will be recorded to cover topics listed on this page.  While some of the information may still be relevant, it is important to be aware and cautious of ...

Hi Romina, I am going to have to look a little deeper as to why certain Estimates and Invoices aren't syncing over, with Currency being the possible issue.  However, I can explain briefly how you can change over the Vendors in Method that you want to be listed as USD Currency.  You can Export the Vendor table, making sure ...

Hey Stevie, The MergeONNextSyncTo field simply asks Quickbooks to merge the records on the next sync. The merge is done by Quickbooks, not Method. Since leads exist in Method only, and not Quickbooks, you cannot merge leads. Do some testing before you start merging so you know exactly how Quickbooks will merge the data.  However, you can ...

Table I'm dealing with is the customer table.  I have the synch turned off so it's not trying to synch.  I was trying to import these as leads and messed up.  I saw there was the option to delete the customer table but was concerned this could mess something else up?

Yes, I had that box checked! Thanks so much! Now, as per your advice earlier, my file includes EntityType as a field and Method doesn't recognize it as one of its fields. I'm confused because it seems this field must be included so as to not turn my leads into customers on the import...... Shane

Hi InstaDRY, The Users table doesn't have a stock screen associated with it. You could create a screen to interface with it in order to add your hyperlinks, or you could use our Import / Export Tool to update the table. To create a screen would be more work now but would streamline the process for future, the Import / Export Tool route is a ...

Greetings When doing a import it hangs up. It says its fixing errors then it stops.  The counter never works The data does get into the table.  John M

OK, I figured out that you can indeed use the API to insert invocies but there are 2 tables involved. How do I link Bill and BillLineItem tables togther when we use API for the invoice insertation? Anything else we should look out for? Thank you very much for your help.