Method Community

Good Morning Mary, Thanks for the detailed description and feedback. Could you please email me a copy of the logo that you were trying to import into Method?  I would like to try it on my end and see if I can duplicate it.  Just send me an email with the logo as an attachment to d.docouto@alocet.com. Regarding screen sizes.  I ...

In our current customer database we have "all our Customer-related fields (last name, first name, etc), but we also have some Opportunity-related fields (i.e. "Opportunity Number" and "Opportunity Amounts", "Opportunity Date", etc.  I need to importa bunch of leads and customers. In addition to ...

Hello Josh,   There are two ways of updating many records at once.  You can do an import update or create a screen to mass update the records.  The import update would be the best and easiest way of performing the update you need to do.   All you would need to do is export the RecordID and your custom field.  ...

Ben, All seemed to work well, did the export but didn't have a TagList field to export. So I created a column on the exported spreadsheet named TagList.  It matched your example. Then filled it with the appropriate tags we wanted. Did the import without errors. However it didn't import the TagList field. When I'm on the ...

In our database Title is field name for Mr/Mrs etc and Suffix is what goes after the name, ie PHD, MD etc. I renamed Title to Salutation. Can you tell me why I can no longer import anymore, I choose not to import suffix but when i click import it now tries to import the suffix field as Fullname giving me the error you see in 3rd picture I linked ...

Right. I need a better way to both create tags and assign tags to contacts. Does anyone else out there have a better way? Using the API purhaps?

Hi swm023, I assume you're using QuickBooks Online? We currently don't have access to add or modify employee records in QuickBooks Online, so that's why the table has been left out of the Import / Export Tool's Import function. - Justin

Hi Ramesh, You can use the Method Import / Export Tool to import your leads into your customer 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

the excel file name I got is MethodAPISample_ImportRecordsIntoMethod and the columns I try to add are: Company Bill To APT City State / Prov. ZIP / Postal This is a list with leads I want to import into Methods to start and manage my campaigns. Hope you can help - I really need to get this going - thanks HP  

  When I choose the file to import and click the import data button, nothing happens.