HI,
I am trying to format a name for the Customer Display Name field in Quickbooks Online from a HubSpot contact.
I tried the format splitter, but can’t get what I need. I can get the following:
Last Name,First Name
but I need a space after the comma…
Last, First
Any help on how to get a comma and a space between Lastname and Firstname?
Thanks
Scott
Best answer by Scott3294
View original
+14
Hi
Good question.
Please post screenshots with how your Zap steps are configured in order for us to have context, thanks.
Hi,
Here ya go…
After setting up the trigger, I go to Formatter, Split Text…
and from this, I get…
You can see the output has no space between the comma and last name.
If I put a space between the comma and the last name in the input section of the set up data, I get this output…
So, this is where I am stuck.
Thanks for any suggestions!
Scott
UPDATEI tried a third option, I took out the comma and left a space between the names...and the output LOOKED correct in Zapier when I was setting up the Action to create the customer in QB Online…
The output here has a space between Nugent, andt Ted...but when it sent it over to QB...no space.
It could be a limitation on the QB side.
Thanks!!
+14
You don’t need a Formatter step.
Try adding a space between these mapped values in the QBO step.
Yep, I did...I updated my last answer...you were probably working on this and didn’t see it…
see above...
+14
Try map as [1. Last Name], [1. First Name]
Make sure there is a , and a space.
Provide screenshots once you’ve done that.
Ok, Got it!!
One of your suggestions pointed in the right direction…
Here’s the solution.
In the Customer information in QB Online, it shows a field for First, a field for Middle, and a field for Last.
Then there is a Customer Display Name field...so just two name options...the fields for the full name and then the Display Name field.
The tricky part is that the Action in Zapier to create a QB Customer actually has THREE options for names.
The first is a required Full Name, the second is the Display Name, and the third option is separate fields for First, Middle, and Last. I entered the Full Name field (which you have to use separate names because that’s how the name comes from HubSpot), then I got focused on filling out the Display Name field with all the last name, first name, comma, space, junk by using the Formatter...and nothing work.
Then I got your suggestion about putting a space between the name entrees in the full name...I thought you had mistakenly worked with the Full Name field and I was focused on the Display name field. When I still couldn’t get it to work, I re-read your post...then I went back and looked at the fields in the Action for QB...and I noticed that it said if you left the Display name field blank, it would use the full name. I realized your suggestion might work...so in the full name field, I put LAST then comma then space then FIRST...and BOOM...that worked. I left display name blank. Then filled out the separate fields for First Middle and Last...and everything came out correct!!
Thanks..AGAIN...for the great help!! Appreciate it!
Scott
+9
Woohoo
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