Method Community

Hi Stephen, You can use Method’s Import / Export tool for importing data, but it only accepts CSV files. If GoCanvas.com allows you to export as a CSV great! Otherwise, you may be able to make use of some type of XML to CSV conversion tool. You’ll want to keep in mind that your sales orders and their line items are stored in 2 ...

Hi Mahlon, I don't see it. Am I missing something? -Audisho

I am trying to figure out how to import an xml file to populate sales order fields. GoCanvas.com fields can be exported to an xml file.  I want to import that to Method CRM and use the data to create new sales orders. I also want to attach the pictures from GoCanvas.com to the customer's document link.

Hi Jamie, Please see my reply to your other post here. -Audisho

Hi Jamie, In this case, I would still recommend performing some customization so that you can have an estimate appear as a sales order rather than physically creating a sales order. While there is a SalesOrder table available in Method already, inputting data into this table is not a good idea. Should Intuit at some point decide to include sales ...

New Contact at top of screen

Hi Mahlon, Where can I locate this GoToContact control? -Audisho

Hi Stephen, Much of what you listed here is already available in Method without the need to customize. If you haven’t done so already, I suggest you install the Field Services application, as you’re going to need this for work orders. If you’re not familiar with the work flow used within the field services app, we have several ...

Thank you for the post.  I do not need the Sales Order to be converted over to QB Online Plus.  I just need to create one from an Estimate.  I need the document to be called "Order Confirmation".  Once I create the Estimate then I send it to my customer.  If they return a PO, then I send them an Order ...

I need to create a Sales Order from an Estimate in Method.  I want to call it an Order Confirmation.  After I send an Estimate and the customer sends back a PO, I need to send an Order Confirmation and an Invoice.  This is how my corporate office wants me to handle it.  I don't need the have the Sales Order convert into the ...