Method Community

Hi Ben B, I'm assuming you're importing records into the Customer table correct? If you store Mr./Mrs/Miss/etc in your suffix column then you should import this data into the Salutation field. The Suffix field isn't utilized on any screens in Method and I believe it exists in the table as a temporary placeholder when syncing records ...

I'm looking for a way to import tags. Has anyone developed a way, or found a way to import tags?

Yes, but I am talking about Title as in President or Project Manager, etc., not the honoric or salutation.

I am about to import many contact logs (The equivalent to Method Activitites) into Method and I would like to know the correct table and required fields to use.  Any help would be appreciated.   Thanks!   Jeff

Hi Michael, Thank you very much! That worked! MVI  

Hi Kent, Did you have any customers in QuickBooks before the import, or was it a brand new QuickBooks account? If you already had customers, those would also get deleted. Let me know and we'll proceed from there. - Justin

Hi Scott, Yes, if you follow that order, using the details I provided, you should be able to import the tags correctly and use them in Listbuilder.  For your step 2, you can add more fields if wish, however the fields I showed in my screenshot would be the minimum required fields to do this correctly. -Ben

Hi Justin, Thanks. It works.  -- Alex

 Hi Heather, The "Copy / Import Screen.." does carry over your tables and added fields, the structure and screens will work exactly the same was they did before minus the data. Regards, Denis

i got the error while trying to move the activities that I exported from the old site to the new one. So during import after my data had passed validation. I think I solved the problem, I tried importing less data and it's working okay.