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  • Import CRM Data

    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...
    Posted to Forum by roger on 05-27-2011

  • Importing Data / QB sync + Custom Table/Fields

    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...
    Posted to Forum by iLs on 04-15-2011
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