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Hello. I am in the midst of converting and importing data from a legacy Quicikbooks Customer Manager implementation to Method and have a question about merging data. I was able to get out a huge list of prospects converted to Customer Lead's in Method using a mix of standard Method fields and custom fields. The issue I am ...
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Hi Scott,
If you import the contact into your Outlook program, you can then add the contact to Method through the plug-in. Unfortunately, there's no way to the .vcf file directly to Method. You'll first need to add the contact to Outlook, then add them to Method.
Hope this helps,
- Adam
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I have several estimate & invoice templates in QuickBooks that I would like to bring into Method.
Does any one know if there is a way to import them from QB? Or if I will need to "reconstruct" them one by one in Method?
Thank you,
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TogsTeam- Try doing another sync and let me know if you get the same errors.
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I changed some sales rep associations for the Customers and Leads table and I am trying to re-import into Method.
I checked RecordID as the key field to match/import 4 sales rep fields.
However, for 3 of the fields, the default is "Do Not Import". When I select "To Existing Field" for one of them (eg. ...
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Hi Jessica,
Go to Customize > Screens and at the very buttom of the list of screens you should see a Copy / Import Screen button, this button will allow you to make copies of customized screens.
-Michael
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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 ...
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CatWineUsa-
One additonal note, 2 blank columns are also considered duplicates
-Michael
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December version. Integration tools importing from file. Progress meter never moves but my 108 rows were successfully imported. I'm about to start a much larger data import and the progress meter will be greatly appreciated.
Thx
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We're new to Method and just imported a lot of contacts.
In retrospect, we wish would have handled the migration a little differently...so I am wondering if there's a way to dump all contacts we've imported so we have an empty table, so we can start the import process all over again.
Can anyone help?
Thanks, Gregg
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