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  • Syncing Customer/Lead rows without TimeModifiedAccounting

    Hi, I am trying to sync over my Customers table to my own database to allow faster/more complex searches than the API allows and I am running into a problem. How do I know the latest rows to fetch from Method? What I am currently trying to do is get all rows with TimeModifiedAccounting > max(TimeModifiedAccounting) in my local table. ...
    Posted to Method:API Q&A (Forum) by gbisaga on 06-29-2013
  • Re: MethodAPISelect_DataSetV2 XML Examples?

    Thank you, Dave - you have definitely been there answering my questions, and I do appreciate it. Can I depend on RecordID to be a count of rows in the table? If I can, I could deal with fetching where "RecordID >= MyLastRecordID and RecordID < MyLastRecordID+1000" - that would be much better than the time-based query I'm doing ...
    Posted to Method:API Q&A (Forum) by gbisaga on 06-25-2013
  • Re: MethodAPISelect_DataSetV2 XML Examples?

    By the way, I should give a shout out to Mark Crews also - he has definitely been helpful in the past, as he is here. Sorry for forgetting about you, Mark. Maybe we should form the Method API Real World (tm) user group. :-)
    Posted to Method:API Q&A (Forum) by gbisaga on 06-25-2013
  • Re: MethodAPISelect_DataSetV2 XML Examples?

    I totally feel your pain because I am in the same boat. There are some folks here on the forum who are trying to be helpful (Dave from Method being one), but often I find we are not speaking the same language. I suspect the biggest problem is that Method people have never really had to use their API to solve real business problems, so they are not ...
    Posted to Method:API Q&A (Forum) by gbisaga on 06-25-2013
  • Re: Create Estimate via API - customer link?

    Dave, thanks for your response also. Little by little things are sinking in. :-) Gary
    Posted to Method:API Q&A (Forum) by gbisaga on 06-13-2013
  • Re: Create Estimate via API - customer link?

    Mark, thank you so much for your response. I think I was thinking of Method/QB as being more of a normalized relational database than it actually is. It sounds like all those Estimate fields like Billing and Shipping address are denormalized copies from Customers. That goes against my sensibilities of database design but I understand that QB is ...
    Posted to Method:API Q&A (Forum) by gbisaga on 06-13-2013
  • Re: Create Estimate via API - customer link?

    Dave, thank you for your response. I am creating my Estimate records very much like that. The problem is, when you view the Estimate record in the MethodCRM UI, the only Estimate field that is filled in is the Customer field itself - "Amy Smith" in your example. All the other fields that were present in the Customer record - Billing ...
    Posted to Method:API Q&A (Forum) by gbisaga on 06-13-2013
  • Create Estimate via API - customer link?

    Hi, I am trying to use the API to create QB Estimates from the project management system I wrote for my client. I want to link my new Estimate to an existing Customer record, but I can't figure out how to do it. The best solution I have so far is to fill in the Estimate.Customer field with the FullName from the Customer I want to link to the ...
    Posted to Method:API Q&A (Forum) by gbisaga on 06-13-2013
  • Re: Limit results from MethodAPISelect_XMLV2

    Thanks, David, but actually I did understand what you are saying. I know that every database I have used has some way of limiting queries for the purposes of paging through the results. Pagination is logically separate from a set of filtering criteria in that it is an additional criteria on top of the filtering. MySQL does that with the LIMIT ...
    Posted to Method:API Q&A (Forum) by gbisaga on 02-11-2013
  • Re: Limit results from MethodAPISelect_XMLV2

    Hi Dave, thanks for your response. It's not that I specifically want to use the LIMIT clause, but rather that I want to limit the number of rows that comes back. The result could return tens of thousands of rows, which is a lot of data to process at once. I can't really use a date clause like you suggest because I am syncing with past ...
    Posted to Method:API Q&A (Forum) by gbisaga on 02-11-2013
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