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Hey Hallie, Are you building this automation directly in Zapier? If so, could you please share a screenshot of the Zap configuration? A 401 Unauthorized error typically indicates an authorization issue. Can you confirm whether this is being set up via the Method API or through a Zapier connection? If you’re using Zapier, please also ...

Thanks, Brooke, for sharing your feedback with us. I’ll pass this along to the Product team for consideration in future development.

Hi MarkC, There is no SQL override in Method like in NEW Classic. Aggregate from a linked table but only in specific contexts. Workaround using Actions + Fields: You can create a numeric field (e.g., “Total Amount”) in the parent table. Then use Actions (e.g., “Loop Through Table”) in a screen ...

Hello Pelectric, Thanks for reaching out and welcome to Method! We’re excited that you’re exploring what the platform can do. You’re absolutely right. The Report Designer and customization tools are incredibly powerful, but we understand the learning curve can feel steep at first. Hands-on training & customization ...

Hello fatihsancar, To proceed with your request, please have the Admin of your Method account email us at api@method.me with the following details: A brief description of your use case Your current Method account information Let us know if you have any questions!

Hi KyleF, We have a different API endpoint for files. Can you share the request you are using that results in a 'permission denied' error?

Hi BW, Yes, Method does offer an open API that can be used to connect with external reporting tools like Power BI. You can bring in data from tables such as Sales Orders, Invoices, and Estimates using our API endpoints. Here is the API documentation to help you get started. This should provide a solid foundation for building your connection. ...

I am glad it is working for you now.

Hi 48b, Can you make sure under the Authorization where you are using the API key the prefix of that key should be 'APIKey' followed by a space and then the TheActualKey'?  Here is an example: APIKey ThisIsAnExample. -Inder

I just tried the same URL and it works for me. Looks like there is an issue in some external tool, probably Azure data factory, that you are using. Can you confirm that the request url format is : https://rest.method.me/api/v1/tables/SalesOrder?filter=TxnDate ge 'yyyy-MM-dd' and TxnDate le ...