Method Community

Got error below on second attempt to import contacts. Everything was good apart from it found a few names that were identical, so went to 'Fix Errors' and changed the names slightly to make them unique and the error below came up Server Error in '/MethodImpex' Application. Runtime Error Description: An application ...

  Hey Dale, The field your missing is the "Name" field. When you use this application you need to make sure you include all required fields. On this table your required to have the "Name" field. To see what fields are required go to the tables screen and open the table. You can see the checkmark for required. Try ...

Why is Method setting the API call limit back to 180 per min again? I thought you gusy realzie that 180 is way too low. We are a small size company and we maybe import less than 100 invoice a day using the API calls and we are hitting the limit easily.

Is it possible to do a report on active/inactive estimates using the Import/Export Tool? If so, I'd like to try this. I'm not looking to create a fancy report, I just want to be able to get data in a csv format. Thanks Ben! 

Tom- Can you enable MethodSupport under Customize > Users and I will login and take a look and try to import that data. -Michael

CF_Pro- Since in most cases Leads will become QB Customers, when you import a lead you have to ensure that you don't have a customer by that name already in Method. The error message is a bit misleading since if it is a lead it won't be sent to QB until it gets flipped to a customer. -Michael

I deleted all such entries I could find within the 400+ conflicts shown. I now have 144 records, when there should be 50. Next step?  

Hi Mortaza, Thats ok to a point. Unfortunately the filters are either/or, I can filter on tags or by date range but not both. I can't see how to get it to do both. If we can get this to work, then that would be ideal! I can live with the import part! Cheers Ted

:) Well it was under 1000, but I'll go even smaller and test ~ THANKS (ok, it wasn't THAT much under 1000 :P)

TogsTeam, You could create another table that has the SalesRep intial and the extra details and use actions to pull that information as needed. -Michael