Method Community

Just so that I understand correctly, it looks like the csv file you have provided has three different categories, and within those categories are multiple options. Yes, correct, three categories with multiple options for each So a 'contact' would have all three of those categories, and within each, a number of different options can be ...

Hello, I wanted to bring in outlook contacts into method. When I initially spoke with method, it was explained that we can import excel files, or even pst's or csv's. Please point me where I may find this information. 

Also Jason wanted to add:  Export your Contacts table and check the TagList formatting. Make sure it is formatted correctly. I have seen cases where the formatted was changed during customization or an import. Please look at our Help Center article on TagList to see how the formatting should look. -- Mortaza

Hi Alex, Importing a large quantity of records at one time can cause errors. Try splitting your CSV file into smaller CSV files and importing them like that. - Justin

Paul, I'm still getting an error: PHP Fatal error: 'Function ("MethodAPIFieldListV2") is not a valid method for this service' Same for all possible function calls. Not sure if this is related, but I am also not able to use the import/export function in our account. Getting "ERROR:Could not load the table list ...

Gregory,  That's awesome, thanks again for bringing this to our attention.

I actually have already used the import/export tool to update those records with records with blank values in the columns for portal username and password.  It zipped through the upload and made no changes to the records.

Hi there,    We are using API to import invoices into method, from a third party tool. Once this is done it shows correct time of import to me and another colleague. third coleague (Nicole) has the previous day set there. I was told that methodcrm picks up the time from local machine. I reviewed the settings on Nicole's machine ...

Thanks Ben, Let me make sure I got this. Step one: is to add all the tags we expect to sort by to an existing record in method. Like all the states, Dealer Type, etc. Doesn't matter who Step two: Export the leads contact table with the fields you showed. Step three: Then sort the records so we can add the appropriate tag, correct. ...

 Hey Dante  Are you using Excel or Access?? If not, what program are you going to try to import from?  If it's MS Excel or MS Access, I Just want to let you know about the Method API tool for importing information from Excel Spreadsheets directly into Method! Just download the API Tool and follow the easy instructions. The ...