Method Community

Hey Diane, I hear you spoke with Val and he gave you a some idea's to get this completed. I wanted to post on here some answers to your questions so others can learn from it. First off, the import tool was not designed to import transactions, this tool was designed to import records 1 table at a time. Yes it is possible to import the ...

so was importing a bunch of activities from old database when IE just hung and couldnt refresh or do anything. Ever since then I am unable to import anything and get the following error. I have tried IE, firefox and chrome and they all give the same error, also have deleted my cache on all the browsers, restarted my computer, logged off for 2 ...

Matthew,  My mistake. I was thinking of salutation instead of title. The Title field that you are seeing is stored in the Contacts table. In order to be able to import leads with titles, you can add a title field to the Customer table and map this field to the title field on your import file. Once you have done so, ...

Error Message: ERROR:Login Failed: If you have attempted to log in several times, please wait 10 Minutes before trying again Apparently my Method Session had timed out just prior to attempting an import of updates to the Activity table.  After the import failed, Method showed me the records that would have been updated , ...

Hi d.vanbaale, We've seen this happen in the past when users attempted importing a large amount of records in one go. This is something we're currently working on optimizing, so if you're encountering any problems in the meantime you should import in smaller chunks, e.g. four files of 4000 records and one file of 2000 ...

I think I may have been going aboiut this all wrong. So now I've switched to using the Web Service Task in my project and directed it to the service.wsdl which gives me my list of apis. I have chosen the MethodAPISelect_XML and it gave me all the names and values I was expecting except for xmlReturnedDataSet. What do I need to ...

jnairn - got your private message. There's no commas in there, so I'm guessing it's a copy and paste from Excel?  Really hard to figure out what's going on in there, as it came to me in one continuous line. Instead of a copy and paste from the clipboard can you try saving it as a CSV from Excel and importing it?   Paul

Shane, Just to update/add to this post. If you created an invoice in Method it should also appear in QB. If you are using Method for QB Desktop, again make sure that the sync engine is running and connected. For Method for QB Online the changes should also sync over but I would double check the status of the sync here too just in case. If ...

Hi Ryan, Thanks for helping to respond.  Yes, I understand about the 2-step process and why it's necessary.  It's just that it seems impossible to perform the second step without knowing the Record ID as that's what links the 2nd step line items back into the Estimate header (the first step)! I still can't see the ...

Even with "all customers" it is still showing only our customers that start with numeric digits or the letter A.  There is nothing beyond that.    The last refresh date shows : Last performed 7/20/2009   When I sync now, it still stays the same, with no error messages.   In addition, no transactions for ...