Method Community

It took two more synchs and a lot of deleting, but I cleared out the extra records. Thanks for the instructions. That said, although I'm successfully back to Square One, I still can't get the modified records to import and update the existing records. If I select "Update existing records...

I am working with a client to import data extracted from their current CRM (Maximizer). The 'Import/Export' section under 'Integration Tools' appears to contain the "right" tools. However, I have a few questions... Which Method tables contain bits of information related to CRM...

Hello, I am new to Method and fairly new to CRM development. I am trying to switch our company over from Sugar CRM to Method (mainly due to the fact that Sugar does not work with QuickBooks), and have a few questions on how to get this accomplished with as littlepain as possible. I have exported a test...

I'm trying to import large, ongoing quantities of 3rd-party Purchase Orders and Estimates via spreadsheet into Method and then to QuickBooks. This apparently needs to be a 2-step process, where you need to import the "Top" part of the transaction, followed by another import of the specific...

I have several estimate & invoice templates in QuickBooks that I would like to bring into Method. Does any one know if there is a way to import them from QB? Or if I will need to "reconstruct" them one by one in Method? Thank you,

Ok. Figured it out. Problem: There were comma's contained in one, and in some cases, two fields. The comma creates a separate record. This was a problem in both the Name field where I was entering them as "Last, First" and in the Company filed where there some listings such as "ABC...

Does anyone know if there is a way to import leads into Method?

ok where to start.... decided to create a large file, in the process of creating a large file I decided to start with the Items list. 1. created a 10000 item list of non-inventory items. 2. imported to a new file that was not synced to Method. took about 4 and a half minutes(yes I have a slow machine...