Search results by user ID 4178

Re: Importing leads into the opportunity pipeline.

Robert Fisher — Wed, 19 Aug 2009 17:22:27 GMT

Perfect explanation Danny.

Thank you very much.

I did take a look at the code in the macro. It is looking for the headers as the variables and the fields below the headers as the data until it reaches an empty field. I still need to identify how it maps to the fields in the Opportunity Pipeline, or if the import actually sets up the fields for me in Method.

Please advise.

Re: Importing leads into the opportunity pipeline.

Robert Fisher — Tue, 18 Aug 2009 23:50:45 GMT

FYI to everyone.

THE API DOCUMENT IS NOT AN INSTRUCTION SHEET. IT IS THE ACTUAL IMPORT DATASHEET.

THE BUTTON ON THE FIRST PAGE IS THE ACTUAL VB THAT WORKS WITH MS WEB TOOLS TO EXPORT THE DATA FROM YOUR COMPUTER TO METHOD.

THE LIST OF HEADERS ON PAGE 2 ARE THE DATA FIELDS YOUR DATA IS BEING MAPPED TO.

STILL WAITING TO HEAR IF THE DATA CAN BE MANAGED (MAPPED) OR IF YOU HAVE TO MANUALLY ENTER EACH NEW LEAD TO MATCH THE FIELDS LISTED IN THE HEADER.

I WILL UPDATE THIS THREAD ONCE I FIND OUT

Re: Importing leads into the opportunity pipeline.

Robert Fisher — Tue, 18 Aug 2009 20:09:04 GMT

Ryan,

Thanks for your response.

I was never told that I needed a programmer to use Method. Amanda emailed me and informed me that unless I was a programmer, this would be too difficult for me.

The sad part is that importing leads is the foundation for any CRM. I am paying for a CRM solution that is making me enter every lead manually.

Do you have any case studies that show how much a client of Method needs to spend on programming?

Re: Importing leads into the opportunity pipeline.

Robert Fisher — Tue, 18 Aug 2009 15:59:32 GMT

Step 3 of your spreadsheet says, "Enter the information"

Enter into what? At first I created a new worksheet thinking that is what you wanted me to do, but now I am thinking that Webtools has some sort of GUI. Looked for it in my list of programs (love having a MS addon on my computer without knowing what it does or where it is.)

So I am stuck here. Please advise.

Re: Importing leads into the opportunity pipeline.

Robert Fisher — Tue, 18 Aug 2009 15:40:01 GMT

Thanks Ryan.

I have downloaded the MS webtools (not that familiar with them so I am very tenative about using them)

I have read the spreadsheet about using the API, and I have to tell you that there is more information missing from that document than is in that document.

Your document asks me to set up the second sheet in the workbook to reflect the headers of exactly which method field names I want.

Do you all realize that I have no idea of the set of field names in Method? Its not in the user guide. I am also building actions without any list of actions.

Frustration level with the program has risen from a 4 to a 7 on a scale of 1-10.

I love what your building, but I am frustrated that I am paying for something that I am not capable of completing because Method released the product without documentation.

Please advise on your thoughts. Is there a way for me to get any idea of how to customize without bulding the tutorial myself?

A seperate Customization Guide?

Robert Fisher — Mon, 17 Aug 2009 17:02:32 GMT

Do you have a PDF or other document with all of the action choices in Method and what each one does?

I have searched the User Guide and did not find any section on customization. Do you have a seperate customization guide?

Importing leads into the opportunity pipeline.

Robert Fisher — Mon, 17 Aug 2009 16:45:22 GMT

Hi,

Having trouble finding the method for importing a list of leads into Method. I would like the list to populate in the Opportunity Pipeline.

Please Advise.

Thanks,

Re: Only a small part of the import of customers from Quickbooks is showing up.

Robert Fisher — Tue, 21 Jul 2009 21:31:48 GMT

Even with "all customers" it is still showing only our customers that start with numeric digits or the letter A. There is nothing beyond that.

The last refresh date shows : Last performed 7/20/2009

When I sync now, it still stays the same, with no error messages.

In addition, no transactions for the clients that are imported are listed.

I really need help resolving this. I cannot work on the customization further until I can actually see the data populate.

Only a small part of the import of customers from Quickbooks is showing up.

Robert Fisher — Tue, 21 Jul 2009 18:36:35 GMT

The sync with Quickbooks was easy and painless, but now that I have logged in the next day, I see that only about 10% of the customers in our Quickbooks are showing up on the existing customers list (all active customers).

Any idea of why the view would be restricted or why all the customers are not showing up?

Re: Leaving Quickbooks Open

Robert Fisher — Tue, 21 Jul 2009 15:59:27 GMT

Wow, when you edit a response in your forum, there is no way to avoid all the tags being published with the edit.

In case you cannot decifer the last message, I was just confirming that we could set up a "dummy" account in quickbooks that does not have any rights to access any sensitive data in quickbooks, and that will be enough for Method to stay in Sync real time.