Method Community

Ever hear the term “The best of both worlds”?  Oh come on, I know you have.   For those of you who haven’t heard of this, here’s what it means: “The best of both worlds” is to have the best aspects of one choice and the best aspects of another choice when you have been asked to select between two choices.  Every now and ...

Hi Marlena, There are a number of possible causes.  How many records are you trying to import? Which browser are you using? Overall, I wouldn't advise to use Method to import invoices. Please see Mike's comment in this thread for why this isn't advised. - Adam

I'll check with the team to see if anyone's come across this and see what else we can try. - Ashur

Hi thesolarguys, Unfortunately, this would be a lot more complicated than is seems. While you can export your data from your old account and import it into a new one, the RecordIDs of your records will not remain consistent across accounts. Method uses RecordIDs to make connections between records. Moving these records to a new account will break ...

Hi Jonathan, I wrote a Help Center article that details doing this using the Import / Export tool that you may want to look at. This is a good option if you don’t do this very often. I’ve also created a simple screen that can perform this. This is a better option if you will be doing this often. I based the screen on the Entity ...

Hi Allison, I'll need some more information. What are you trying to report on? You can't have two Master Tables for a report, but depending on what you're trying to do I might be able to recommend something. For your second question, are you referring to exporting using the Import / Export Tool? Let me know and we'll proceed ...

In building out a Statement of Account report to Customers based on the Transaction table, I have encountered an issue trying to link Entity BillAddr fields to the Transaction table.  The Transaction table accepts links to the Entity BillAddress columns.  When I try to export the Transaction table, the linked columns appear in the ...

So wanting to export all our contacts that are synced with QB's into excel so I can merge our other database into Method, using import. We currently have over 11,000 contacts in QB's but when I use the export function in customize it only exports about 4,300 contacts. Is there a limit to how much I can export or am i missing something? I ...

For the New Lead screen, we need to have a few checkboxes or equivalent. One is a true/false type: "Xcel customer yes/no?". This one is important as it is a field that needs populating when I import the csv file. Using my test file with one entry, I can't seem to match this field to the checkbox I have created on the new New Lead ...

I need to do an update to my opportunities table.  The fields I want to update are: Amount, ExpectedRevenue, CloseDate, and OpportunityStage (and OpportunityStageCategory), and ProbabilityPercent.  I did an export to CSV of all the fields in the opportunity table, updated the aforementioned fields with the correct info, and then ...