Method Community

Hi Marlena, There are a number of possible causes.  How many records are you trying to import? Which browser are you using? Overall, I wouldn't advise to use Method to import invoices. Please see Mike's comment in this thread for why this isn't advised. - Adam

I'll check with the team to see if anyone's come across this and see what else we can try. - Ashur

Hi thesolarguys, Unfortunately, this would be a lot more complicated than is seems. While you can export your data from your old account and import it into a new one, the RecordIDs of your records will not remain consistent across accounts. Method uses RecordIDs to make connections between records. Moving these records to a new account will break ...

Hi Jonathan, I wrote a Help Center article that details doing this using the Import / Export tool that you may want to look at. This is a good option if you don’t do this very often. I’ve also created a simple screen that can perform this. This is a better option if you will be doing this often. I based the screen on the Entity ...

Hi Allison, I'll need some more information. What are you trying to report on? You can't have two Master Tables for a report, but depending on what you're trying to do I might be able to recommend something. For your second question, are you referring to exporting using the Import / Export Tool? Let me know and we'll proceed ...

In building out a Statement of Account report to Customers based on the Transaction table, I have encountered an issue trying to link Entity BillAddr fields to the Transaction table.  The Transaction table accepts links to the Entity BillAddress columns.  When I try to export the Transaction table, the linked columns appear in the ...

So wanting to export all our contacts that are synced with QB's into excel so I can merge our other database into Method, using import. We currently have over 11,000 contacts in QB's but when I use the export function in customize it only exports about 4,300 contacts. Is there a limit to how much I can export or am i missing something? I ...

For the New Lead screen, we need to have a few checkboxes or equivalent. One is a true/false type: "Xcel customer yes/no?". This one is important as it is a field that needs populating when I import the csv file. Using my test file with one entry, I can't seem to match this field to the checkbox I have created on the new New Lead ...

I need to do an update to my opportunities table.  The fields I want to update are: Amount, ExpectedRevenue, CloseDate, and OpportunityStage (and OpportunityStageCategory), and ProbabilityPercent.  I did an export to CSV of all the fields in the opportunity table, updated the aforementioned fields with the correct info, and then ...

I am trying to import pages from our old account to new account. I have about 20 pages of the (FieldService_ ) pages to import to my new account. I keep geting an error which I have attached. It looks like while the pages are the same the "app" has changed. How do I get around this without losing 20 plus pages of ...