Search
You searched for the word(s): import'
-
Hi Keith,
No, you don't have to create those reports from scratch. You can import reports from Quick Books by going to the QuickBooks tab > Scheduled Reports. Once you have set up your reports you would be able to view them in Reports under the Home tab.
-
The following updates are now live for users of Method
Fixes
QBDT - Fixed an issue where null Serial number would not sync. (PL-38194)
Export - Fixed an issue where MT accounts exported all tenant records by default. (PL-38201)
Import - Fixed an issue where users could not update "isLeadOnlyStatus" to false. ...
-
We have a module build on our OS Commerce PHP system that exports all customers automatically. How would our programmers be able to have this automatic script export the customer info directly into method?
-
How do I import an Excel list into my campaign list builder?
Also, how do I add another field to filter by when making an email campaign (for example: region)?
-
Hi Angela,
The simplest way is to use the Method Import / Export Tool, click HERE for a webinar on this tool.
-Michael
-
import requests
url = "https://domain.method.me/api/v1/tables/Contacts/7"
headers = {
'Authorization': f'Bearer {key}'
}
response = requests.request("GET", url, headers=headers, data = payload)
print(response.text.encode('utf8'))
b'<!DOCTYPE html>\n<html ...
-
Hi Method people,
I'm not seeing a way to do something that seems like it would be a normal part of the process for creating a new Custom App. I've started a new App. I would like to import a copy of one of the standard screens, Add/Edit Sales Order, for example, as a starting point for a custom screen, rather than starting ...
-
I need to add a new required field to Contacts, and the table is already populated with contacts. However, the "New Field" page says: "Unique and/or Required are disabled because the Table already has records. To add a field with Required or Unique settings selected, please clear all records first."
Obviously, I do not want to ...
-
We have a field called "Lead Acquired." When we import data into this field it contains a date and time stamp. However, when printing a reports with this field all times shown are either 12:00:00 PM or 1:00:00 PM.
Additionally, I see the same is happening when we print other date related fields on the same report.
How can ...
-
Hi
When I setup Method and Quickbooks for the new year, I imported my old orders from my previous CRM system as Sales Orders in method. We were having issues with importing Invoices without using a paid tool and from our point of view the sales orders gave us the visibility of previous business we needed. Whilst these hadn't synced with ...
|
|
|