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I’m trying to get Zapier to extract data from Square (new credit card run) and dump it into Daylite. 

Specifically, I’d like to match it to a Contact in Daylite, and add it as a new Note, linked to a Contact.

If there is no Contact, then create a new one. 

It doesn’t seem to be able to find any existing contacts, for some reason.

 

Hi @dlleon 

Please provide screenshots of how your Zap steps are currently configured, thanks.

@dlleon 
Just checking in to see if you still need help with this? 

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