Search results by user ID 6013

Re: MergeOnNextSyncTo and MergeOnNextSyncTo_RecordID fields in the Method Customer Table

superfancy — Mon, 01 Jul 2013 18:11:38 GMT

I figured it out, thanks...

Re: MergeOnNextSyncTo and MergeOnNextSyncTo_RecordID fields in the Method Customer Table

superfancy — Mon, 01 Jul 2013 16:42:20 GMT

Sam... one question I have is how exactly do I do a modify import? I've prepared some test records to modify but I want to be clear on what I need to do to modify rather than overwrite the current record data. During the import process at the Validation step will it ask me if I want to modify existing records?

Re: MergeOnNextSyncTo and MergeOnNextSyncTo_RecordID fields in the Method Customer Table

superfancy — Mon, 01 Jul 2013 16:08:53 GMT

Sam... thanks for the reply. Yes basically what I need to do is merge a handful of data fields to actual Customer's not Customer Lead's in this case. The Customer Lead's are complete and require no merging of data from the legacy QB Customer Manager system. Based on your responses I think I have a handle on what needs to be done. I wasn't aware that a modify import was possible until now. Thanks again and I will post a follow up when my task is complete.

MergeOnNextSyncTo and MergeOnNextSyncTo_RecordID fields in the Method Customer Table

superfancy — Thu, 27 Jun 2013 22:16:18 GMT

Hello. I am in the midst of converting and importing data from a legacy Quicikbooks Customer Manager implementation to Method and have a question about merging data. I was able to get out a huge list of prospects converted to Customer Lead's in Method using a mix of standard Method fields and custom fields. The issue I am running into is there are already Customers in the system as a result of the Quickbooks sync already happening. What I need to do is merge some custom field data from the legacy Customer Manger for Customers that are already in the system from the Quickbooks sync. I noticed two fields in the Customer table, MergeOnNextSyncTo and MergeOnNextSyncTo_RecordID, that I thought might be the key to helping me accomplish this task. I'm wondering what the steps might be. Looks like MergeOnNextSyncTo is looking for a FullName value from looking at the Customer table in the Customize tab. My assumption is I should create a CSV file with FullName values for the Customer record I need to update and then import the file with the Import/Export tool. Am I on the right track here?

Hopefully I'm being clear in what I need to do, if not I'm happy to provide clarification. I thank you in advance for any explanation Method Support can provide. Thanks!

-Stevie Benge