You searched for the word(s): import'
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ok where to start....
decided to create a large file, in the process of creating a large file I decided to start with the Items list.
1. created a 10000 item list of non-inventory items.
2. imported to a new file that was not synced to Method. took about 4 and a half minutes(yes I have a slow machine). Eerything was working fine and I ...
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I have table with Title, yet never get the option to associate it with the Title field. How do I do this?
Thanks!
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I am getting ready to import data into Method but don't see field for Customer Name so I am assuming FullNAme populates Customer Name in Method and is the field Customer Name in QB. Is my assumption correct?
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I managed to get it to work after I figured out how far the import had gone and refreshed everything.
Do you still need the info for the slowing down issue?
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Palmer - Are you still getting an error when you try the import / export beta? If so, what's the exact message? We can look into it for you.
Paul
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Thank you Audisho! You are the man!!!
That works just fine, I think I may be good to go now on the activitiy import. Thank you again for your diligence and support!!!!
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I would love to have availavle the Method tables for import into PowerBI... PowerBi can import all sorts of formats.... web url, files, databases or whatever for import. Anyway to do this? Do I need API to do? Would take Method reporting metrics to a whole new level.
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So I would have to Indiv. do this to the 115 records currently in methods, so that I can re-import/update to what it needs to be?
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Hello,
DOes anyone know of a simple way that we could import all our cases and case activities from Salesforce into Methcrm.
Thank you
Ken
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I need to import a new batch of contacts/leads and I would like to include their tags. Also, how would I export current contacts with their tags?