Method Community

Hi Peter, Before we talk API I wanted to make sure you are aware of the export function in Method.  In the GUI you can export the data you are looking for in csv format and easilly open it in Excel. However, since you mentioned API you are probably looking for more of a real-time interface.  The Method API is based on the SOAP protocol ...

Excellent, you have most of this figured out.   The Contact is set by setting the 'Contacts' value to the RecordID of the appropriate Contact in the same way you are setting the other fields (Name, OpportunityStage, etc). If you need to know the Contacts ID you can look it up in the Contacts table, like ...

See: https://www.method.me/cs/forums/p/9709/35388.aspx#35388 .

You can paste the code below - you will need to fill in your own Method CompanyAccount, Login and Password.  Also, the Customer, AssignedTo and OpportunityStage in the request are specific to your environment, choose values that make sense. After you paste the request, select XML (text/xml) for the content type and update the ...

Hi Daniel, I understand your frustration.  We are actively working on additional support for special characters.  It isn't in this area but I'm going to try to expand the scope to include this.  I should be able to provide a further update in the next couple weeks. Regards, Peter

There is no way to limit the response to a specific number of results in the current API.  There are two potential workarounds (neither offer a perfect solution): 1. As discussed in the other forum post mentioned, filtering on existing fields can narrow the results, but it would be hard to get a precise number. 2. You could ...

The following updates are now live for users of Method. Bugs Fixed issue with Gmail Gadget sign-in (PL-12439) Fixed issue with QBO sync aborting due to special characters (PL-12556) Cheers, Peter