Method CRM API
Method:API is a self serve REST/JSON API documented at developer.method.me, free on all paid plans, reaching built in and custom tables alike. Transaction writes auto trigger the QuickBooks or Xero sync, and rate ceilings are inherited from those platforms (10 concurrent calls on QuickBooks).
Frequently asked questions
Method CRM scores D+ on the API Report Card. Method:API is a self serve REST/JSON API documented at developer.method.me, free on all paid plans, reaching built in and custom tables alike. Transaction writes auto trigger the QuickBooks or Xero sync, and rate ceilings are inherited from those platforms (10 concurrent calls on QuickBooks).
Without a usable official API, teams fall back on manual exports, file drops, or one-off vendor integrations. The other option is an unofficial API layer like Supergood that automates the authenticated web app directly.
Method CRM (operated by Method Integration Inc.) is a customizable, QuickBooks-native customer relationship management and business operations platform for small and mid-sized businesses.
Vertical: Financial Services (QuickBooks-extension SMB CRM). Admins connect Method to a QuickBooks or Xero file and run an initial sync that imports the existing customer/vendor/item/transaction history.
Method is the longest-running QuickBooks-native CRM (founded 2010) and a recognized leader in the QuickBooks/Xero CRM-extension category, but it is a specialty SMB tool rather than a horizontal household name.
Yes, for the SMBs that adopt it, Method is the operational system of record sitting in front of the QuickBooks general ledger.
Method Integration Inc. was founded September 20, 2010 in Toronto, Ontario by founder/CEO Paul Jackson, originally building a customization platform on top of QuickBooks before evolving into a full CRM product. Headquartered at 410 Adelaide St.
Rate limits are inherited from the underlying accounting software: QuickBooks caps concurrent calls at 10 (calls beyond that time out), and Xero limits to 60 calls/minute, both are hard ceilings that throttle high-volume sync and ETL workloads regardless of Method's own limits. API keys require Admin role to create, which means non-admin developers cannot self-provision against a sandbox or test environment. Full sourced list under Sources below.
Common alternatives include Nutshell CRM, Zoho CRM, Insightly, HubSpot CRM, Salesforce Sales Cloud, Pipedrive. Graded alternatives appear under "More from the report card" below.
Grades measure one thing: can a customer's engineering team get their own data out programmatically? We check six things (whether a real API exists, how access is gated, data coverage, auth quality, docs and developer experience, and stability) and roll them into a letter grade. Grades get re-verified, and they only move on evidence.