Search results by user ID 6599

Error launching MethodIntegration for QBO

StWilson3 — Fri, 10 Mar 2017 16:14:35 GMT

Launching the MethodIntegration Engine gives the following error dialog:

Can click Continue and log in, but the PUSH status keeps listing Connection Failure. Just started happening today but happens every time we try to launch the engine.

Re: Exporting customer info based on two tables

StWilson3 — Tue, 08 Sep 2015 18:32:30 GMT

I have looked at this a bit but I am confused. In your first suggestion, I was adding a Dropdown for the RecordID, and adding the version number as a linked field.
In your latest suggestion, it looks like the version number is now being done via a Dropdown instead of a linked field. The version numbers in my Registrations section are entered in a field, and are not coming from a table, so there isn't an existing version number table to point this new dropdown to.

Re: Exporting customer info based on two tables

StWilson3 — Tue, 01 Sep 2015 17:50:20 GMT

Thank you for the suggestions. I did what you suggested but the version number was not showing up in my grid. I think that this might be due to the fact that many of our customers have more than one registration record associated with them. We have customers that go back a number of years who have purchased multiple copies and so they might have 5 records listed in the registration table, and they could be for 5 different versions of the software.

I was able to get around this by going the opposite route and using the link that was already present between the registration table and the customer table to add linked fields from my customer table to my registration table.

The grid I created on a new screen works fine for the most part. I have filtered the version number portion of the grid to find only specific versions that are contained in a list (4 and 4.1), so that it does not show records that contain older versions or our current version (4.5).

I just have two remaining problems:

If a customer has registration entries for both 4 and 4.5, their entry for version 4 will still be listed in the search result. Is there a way to completely skip over all registration entries for a customer if any of their registration records have version numbers that are equal to 4.5?
If a customer does have multiple copies at version 4 or 4.1, they are listed multiple times in the results. Is there a way to just get one customer record listed, regardless of how many registration entries they have that match the search?

Re: Exporting customer info based on two tables

StWilson3 — Mon, 31 Aug 2015 16:07:29 GMT

The Tags suggestion is interesting, but this particular search is a one time request. It would be overkill to go through the whole process of importing tags when they would only be used this one time.

It would be more useful to set up a new screen where I could search the customer records for certain criteria and the registrations table for other information, and export the results. This scenario would be used much more frequently since we would always be searching these two tables, but for different situations.

I had actually already created a new screen at some point in the past that had a grid based on the customer table. I didn't see how to incorporate the info from the registration table into the filter or search.

Re: Exporting customer info based on two tables

StWilson3 — Fri, 28 Aug 2015 19:55:02 GMT

I was going with an Excel format because we will need to supply the mailing addresses to another company, and in the past we always sent them in either a text or Excel format. After export I would also need to be able to go through and do some sanity checking to weed out any addresses that are incomplete or impossible to mail to, so being able to get the data into Excel for sorting would be a must.

Exporting customer info based on two tables

StWilson3 — Fri, 28 Aug 2015 16:07:47 GMT

I was hoping to get some advice on how to find and export customer information based on information in two related tables.

On our Customer screen we have added a custom section that contains software registration information for each individual customer (serial number, version number, etc.). It is linked to the Customer table by the Customer Name field. Now we would like to do a mailing to a portion of the customers based on certain criteria from the two tables. Basically I need to export the addresses of customers that have valid mailing addresses in the US and do not have email addresses listed, but they also need to be on an older version of the software. Since many of our customers have multiple registration records, I need a way to exclude individual customers completely if any of their registrations are for the latest version.

In simplest terms, I have a set representing the customers that meet the mailing criteria, and a second set from the registration table representing the customers that have a specific version (but do not have any records containing the latest version). I would then like to export the intersection of those sets into Excel.

I have considered a few approaches, but thought I would ask for advice first before I go too far down any one path.

Importing Questions

StWilson3 — Wed, 01 Oct 2014 20:24:08 GMT

We have about 66,000 customer records to import into method. Each one of these will also have a related set of information imported (serial number, version, and product info) into a custom table that we have created and linked to the customer info. Many of the customers will have two or more registration entries.

1. Will method function normally with this amount of information or will it get bogged down every time we try to do something.

2. As far as importing goes, I believe I have to do a two-step import process - once to get the customers in and then another one to get the registration info imported for the customer.
- Any idea how long it would take to import this amount of data?
- Can I do it at one shot or does it need to be broken up?

I saw an older post in the forum that they recommended using groups of 500. Not sure if this is still the case. Not really looking forward to going through the process of importing 132 different files to get the customers in, and at least that many for the second import.