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.
Please provide screenshots of how your Zap steps are currently configured, thanks.
Just checking in to see if you still need help with this?