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Hi Mike, There is a database trigger that automatically creates the FullName field so you do not need to include this in your import. You do need to include the Name field however, as this is a required field. The resulting FullName field of the imported record will look like “ParentFullName:Name”. I hope this helps. -Audisho

@CF_Pro - Your feedback has been taken but we need to be selective about where we spend our development time and resources.  Each person and company will have their own views on what they feel is most important.  Please post questions on help with the import tool, etc. on the general Q & A forum. 

i can import info into the contactname field just fine but that doens't associate the opportunity with the right contact.  when i use the contacts field i get the following error: ERROR:Value 'Aaron Lombardo', which you tried to insert into column 'Contacts' of type Integer could not be interpreted as an Integer.

 By the way - if you are looking to import data into Method, you might want to take a look at the new Import / Export tool we just launched into beta yesterday.  It's pretty awesome. See http://www.methodintegration.com/cs/forums/t/721.aspx.

[quote user="MikeB"]Which table do I have to change? There's Customers, Customers and Leads, Entity, etc. I made the changes to the Customers table. Do I need to change all 3? Or just Entity?[/quote] Hi Mike,  I just want to clarify our table structure - Customer, Customer Lead and Customer and Lead are all views on the ...

I am a new user and have tried numerous times to import into the invoice table using the integration tool under customization. My data was validated and was allowed to click 'begin import', however, it shows no progression of the import on the import status bar, even after many hours. What am I doing wrong?

Hi Jonathan, The issue with mass updating them back into Leads, if a Sync has completed since - they have already been sync'd over to your QuickBooks file. Follow THIS help center article on how to delete multiple records from a Grid, to make sure we remove them from both Method and QuickBooks as customers. Using ...

Hi Allison, We don't provide support for customization over the phone, however you do get a free 1-hour consulting session with one of our in-house customization wizards with your trial. If you'd like to take advantage of that, let me know and I'll have your account manager reach out to discuss the details with you. ...

Hello Josh,      In cases like these that are called into support, I would have to take a look at the Audit Trail both in Method and QuickBooks.  They would say what happened to the invoices.  Its unusual to have less customers when import updates. The common mistake is to add records instead of updating them.  ...

Hello Sandman,     I have looked into registration in Portals and how people register.  There is no Portal login table or checkbox that says they can log in.  It's all managed simply from the Contacts table.  I see you posted yesterday and Ben gave a suggestion to put the PortalUserName on the screen.  You ...