Method Community

Hi Martina, Considering you are editing such a small amount of records, It might be more time effective for you to utilize our Import/Export Tool instead of utilizing a custom screen. The basic overview of what you would do here is Export your Opportunities Table, Edit the records in a Spreadsheet program (Like Microsoft Excel) and then ...

Hey Jason, Just so we're on the same page: You originally imported Leads into the Customer Lead table with no Campaign listed. You then exported the Contacts table to update the Campaign they're listed under and received the read-only error. If the original import are still Leads, will exporting the ...

Hi scottaskinosie, The To Existing Field option shows up directly under the Do Not Import option. I think this is a simple misunderstanding of the import process, but since I can’t see exactly what you’re doing, I’m not sure what it is that you’re doing incorrectly. Give support a call and I’m sure they’ll be ...

I'm doing some testing with importing data - right now just testing bringing in a single test customer record, associated contact record, etc.  Is it possible to submit a support request to Method for a table to be backed up prior to a major import, and can that table be restored if an import fails or is interrupted for some ...

How do you import a list of Contacts for each Customer? When I try to export a table, I don't have the option of selecting contacts but only customer in which it only allows me to import/export the main and alt contact.  i.e. for each Customer, I want to add a contact for deli manager, bakery manager, etc. Thanks! Wentsi 

There's nothing different to my knowledge about this csv file. How do you import from the clipboard? If it works, do you see any issue doing so with a much larger file (1000 entries instead of 4)?  I ask because this is simply a test to make sure I have the file set up properly.  It if does, I need to import the same data from the ...

Tom- I am unable to duplicate that exact message, even when I set columns name to have the same name or import into the same field.  What if you try import from clipboard? I used the sample data you gave me and pasted into the copy utility and it imported fine without any errors. I wonder if there is something potentially off with the CSV ...

 Paul, When I was working on this on Friday, after hitting the import data button, the screen would refresh itself, and nothing more would happen.  But today, on a different computer, it worked exactly as you described, I got to the validation screen, then to the import screen, and all the records were updated.  ...

Hi dfreye, I'm sorry to hear that you've having some difficulty with this. Can you provide further detail on what it is you're trying to accomplish as well as some insight into where you're getting stuck. Maybe myself or someone else can either point out what you're doing wrong or provide a different solution. --Audisho

Hi, is there any action in Method that can take a file (import from users) then parse it to get the content? I have a case that users would like to import data from excel file, then put it in a grid. Is there any action that can import file and any parse function or file I/O functin? thanks. -- Alex