I am new to methodCRM. I have a requirement where I need to import the Lead data into MethodCRM using API. I see methodCRM allows import of data using excel/csv but I wanted to have an way to import the lead data into methodCRM using API so that I can build a automated way of lead import into CRM as soon as i have got a lead to push into crm. I want to avoid manual mode of import. I am looking into methodCRM API but I could not find one (probably because I am new to methodCRM). I request anyone having experience in same please share some pointer .
Hi Amit -
To get you started, here's some info:
1. Yes, you can absolutely use the MethodAPI to import leads.
2. We have some documentation and general sample code here: https://www.method.me/api/
3. There may not be an exact example of importing a lead, but here's some start info:
a) Use MethodAPIFieldListV2 to get a full lead of fields from the "Customer" table.
b) You can use MethodAPIInsertV2 to insert into the "Customer" table. But the key to inserting a Lead is to include the IsLeadStatusOnly field in your insert list, and set that value to true. This way they get imported as a lead rather than a customer.