Method Community

 Hello, I am a sales consultant for CNI Corporation. CNI is a software development company that specializes in workflow automation solutions for media companies. We are looking for some expertise and an estimate of the cost for services to help us integrate our solution with Quickbooks Online. We have a prospect who is a media company using ...

I am looking to import old cases and cannot find a way to modify the case number.  I checked the import table and there doesn't appear to be anything that matches the number field and I suspect it is an internal ID I cannot overwrite and is automatically created.  Is there a way around this, or do I have to create my own custom field ...

We are new to method. I am wondering if there a way to import sales data from our online store into method/QB. We can export our data in the common format such as CSV. I don't seem to able to find the proper tabel in the import section of the integration tool. When I choose invoice it does not have a way to map the item sku. Thank you in ...

Hi, I made an export of an ItemInventory table (including RecordID, AssetAccount, IncomeAccount, SalesAccount), made some changes to items (didn't create any new items), and tried importing after having saved. I selected "Update existing records by matching key fields" and chose RecordID. (all the fields matched what was in ...

I am trying to import Contacts into one of my users method account. I have set up the methodAPI excel sheet. I only added one line for now to test. As i run the "Import Data into Method", I get an error: "Error from the MethodAPI at row 2: The field CompanyName does not support add." Now in your webinar, I was hoping you ...

I'm attempting to import into Method from an Excel spreadsheet. I downloaded the utility and watched the webinar that Ryan presented. I'm getting an error message that there is an unknown library or catalog. I'm using Windows Vista with Office 2007. When I attempt to install Soap Type Library 3.0 from the Microsoft site I see that ...

Awesome, thanks!

The following updates are now live for users of Method New Features / Updates Import - Added the ability for customers to import date/time field in their specified timezone . (PL-41112) Fixes Export - Added the ability for export tool to respect the User Specified Time Zone in Display Setting. (PL-39445) Regards, Courtney

Can I import aweber form data into Method via the Leads tables? or where should I send them which table is the correct one. If not what the best way to approach the issue.

Hi everyone - an update with more info for this thread. Here is the release note for the latest changes on the Import / Export tool (click here) A new Help Center article (click here) Hope this helps!