Method Community

 Hi Gregory, Thank you for pointing this out, I was able to replicate the error. I'll update you as soon as this is fixed.

Thanks Justin. With my account, I do not see "Tables/Fields" under Customize tab. I only see Integration Tools: Import/Export, Email Calendar Integration, Method, API, ect... Also, it seems this will only display "Last Completed", not last activity, which could be "In Progress". I am looking for last Activity ...

Laura, If you pick a table first and click Import Data you'll get that option. Paul

as an FYI I logged in as a different user and was able to upload, so something is up with my user.

I am new to Method and the migration of our company's data from our previous CRM has been trying and complicated and still is incomplete, so obviously it's interrupting our work flow.  The latest issue is activities automatically and incorrectly relating themselves to opportunities that I have not even viewed or ...

Hi Mike, You won't be able to keep the same customer name unless you delete the customer record.  The only difference between a Lead and a Customer is the IsLeadStatusOnly field.  They are actually both records in the Entity table.  The Entity table is a special table in Method that syncs Customers, Employees, Vendors and ...

Mike,  I think this may be the problem - The more fields you choose in your export, the less records that you will be able to export. Are you trying to export your Entity table with all of the available fields? Try unselecting all of the fields when you export and choosing only the ones you need. You may find that you will see ...

Hey Robert, If you run into a problem then we would love to help out. Next time you have a question, please post the message you're getting, this will allow us to troubleshoot it faster for you. If you are trying to import some information into Method, the first step is going to be to download the Method API for excel. You can find that ...

I've put the request in.  I'll update you here when its done. - Adam

The following updates are now live for users of Method New Features / Updates Fixes Import - Fixed an issue where upload timestamp was incorrect. (PL-37297) Import - Fixed an issue where QB custom fields were being filtered out of mapping screen. (PL-37232) Payments - Fixed an issue where Xero accounts were throwing validation errors when ...