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Hi Method, I'm looking a way to add more EntityType, right now the only available EntityType by default is Customer Lead and Customer. May I know how to add more EntityType? I want to have new Type called Customer Lead Trial which they are still lead but already get free trial from our service. Please advice.

I spent a few hours tonight going through my data and separating the exported activities that have the Series field maintained from those that don't. Over hal;f of my activityies, 5,872 activities in total, do not have the Series field associated with them. I checked a sampling of the activities that did not have the series ...

First thing, I tested an import with a group of activities that has the series field still intact and it imported properly as a series. Thank goodness! Actually, THANK YOU AUDISHO!!!!!! But now I need your assistance adressing the issue with my groups of activities that are missing the series field. As you can see, Mrs. Cook's is a series in ...

Hi Alex, Yes, you can do this by changing your transaction history. Navigate to QuickBooks > Synchronize, select Show options per transaction type, change both Credit Memo and Vendor Credit to None and select Save Settings. Run a full sync for the changes to take effect. I hope this helps. -Audisho

Hi scottaskinosie, For the first screen shot, look for the activity with RecordID 72846. That’s your series record. If it’s missing, then it’s been deleted or was missing from the export for some other reason. You cannot make the connection without this record. -Audisho

Is it possible to disable integration engine to synchronize Credit Memo and Vendor Credit but still allow other transaction? -- Alex

OWhat kay, I think I get it. One problem, not all of my series have that series row. This example is a series that I just checked to make sure that it does in fact exist as a series in our CRM. This one, which also exists as a series in our CRM does have a row that says series. What do I do about the ones without the series row?

Hi scottaskinosie, You’re looking for the value in the RecurrenceType field. This will either be OneTime, Occurrence or Series. If it’s an Occurrence the RecordID in the RecurrenceRecordID field will point back to a record that has a value of Series. You need to import this record as well, as this is the record which the occurrences ...

Maybe I am misunderstanding, I do not see Series record as an option of something that I can export from my old CRM. Where is Series record? Thanks again for all of your help man, sorry if I am misunderstanding and it is something super simple.

Hi scottaskinosie, Looks like you’re missing the Series record. You need to import this record, as this is the record which all the occurrences link to. For this particular series, the old RecordID of this record appears to be 72846. -Audisho