Method Community

I am working on my first import file and would like to import the data with the sales rep in one of the import fields. I found the SalesRep field and noticed that right next to iit in the list are two likely related fields, SalesRep_RecordID and SalesRepRecordID. Method is integrated and syncing with our Quickbooks Desktop database. Can I enter the Sales Rep Initials being used in Quickbooks and import the file or do I need to also include the other two fields with the corresponding data in the import file?

The same question applies to the CustomerType field, which has a corresponding record id associated with it too.

Is there a document or some other source that offers more detailed information about importing that might answer some of these questions and provide detailed information on each field, etc?

Hi Wayne,

Each table in Method contains the RecordID field. This is a required unique field for which the value is generated by Method. The reason this field exists is to differentiate a record from other similar records if for some reason the table does not contain another unique field.

When a dropdown field is added to a table, the RecordID field from the dropdown’s table is linked as well, in order to retain a unique identifier. Since this is a linked field, entering a value into it is not necessary. The SalesRep_RecordID value will be inserted automatically based on the value that you enter into the SalesRep field. That is, you do not need to import a value for the SalesRep_RecordID field. The same applies to the CustomerType & CustomerType_RecordID fields.

We do have some documentation on using the Import / Export tool in solution No. 189 of our Help Center. We also have a couple of blog posts that detail importing customers and contacts. These should give you an idea of how the import process works and provide you with a basic understanding of table relationships. You can find these here and here.

If you have any follow up questions, please let me know. I hope this helps.

-Audisho