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So am importing our database into method. Have some fields in our database that are the same field name as methods, one of them being suffix. When I go to import our table and choose to map my suffix field to existing field, suffix is not in the drop down menu to choose from field names. Am I missing something here? I checked to make sure suffix ...

Amanda,    The import now works.  Thanks.    

thank you for your response ben.  i apologize for the delay in my own.   to clarify, i never expected to see contacts tags appear as customer based tags. the problem i am having is that the create button does not appear. i simply get a tiny (approximately 10 pixel square) empty bubble upon hovering over the tag icon. i will attach a ...

Hi Mike, This can be done using the Import / Export tool or you can build a screen that will perform this. Take a look at my first reply in this thread for more details. I hope this helps. -Audisho

Hi mholden, It sounds like you could use the Import/Export Tool to do this. You can find it under Customize > Integration Tools in Method. You'll likely want to export your Customer table to a CSV file, which is easily sortable in Excel. You'll probably want to do something similar to this: Hope this ...

 Gregory, This should now be fixed. Can you kindly retry the import and let me know how it goes?

Hi Scott, Have you considering using tags for your U.S. contacts?  You mentioned you have been through the Method Help Center articles, you likely came across this article, discussing Tags in detail.  You could first create a "US" tag, which would group all your U.S. contacts together.  You could then create tags for each ...

IMHO would hire contractors to start building those modules, because it directly effects new business and should not be on the back burner.  Ok.. so is their any documentation for the import tool, and any tips on how to do this quickly and effectively?

Hi Alex, The development team is investigating this and are currently determining the scope of the fix. This may be a large project requiring an update to the Method Integration Engine and as such, I can’t make any promises that this will be resolved shortly. It really depends on the scope of the project. I performed some additional ...

Hello! I'm migrating data from SugarCRM, which has completely seperate contact and account tables. In the import/export tool there is no option to import contacts only, although there is a contact database. Older versions of method appear to have a seperate contacts table. In fact, I can see the contacts table in the current ...