How can I ensure client's phone number and address are transferred from Dubsado to Xero in a Zap?

Hi @AshCas 

Good question.

That will depend on how your Zap steps are configured.

To help us have context, please post screenshots with how your Zap steps are configured.

Thanks for reaching out Troy!

This is what I currently have, however to link Xero we need to upgrade the subscription. I don’t want to do this until I know that when a Contact is created in Xero from this Zap, it will include phone and address as well.

The problem is that the Dubsado / Xero integration only sends across an invoice with a name and email, however I’m wanting the whole contact (not invoice) to be sent across. I hope that makes sense.

Thanks heaps!

Ash

Hi @Troy Tessalone - sorry I replied and didn’t tag you above :-)

@AshCas 

Can you post screenshots with the DATA OUT from the Zap trigger step?

> we need to upgrade the subscription

You mean the Zapier subscription? You might ask support for a refresh on the trial (not making promises, but sometimes they allow this).

What I would do to see what Dubsado will send in this integration:

1. Set up the action to be a Google Sheet. The app/configuration isn’t that important, just something to put the data in
2. Turn on the Zap
3. Trigger the Zap by creating a new project
4. Looking at the Zap Run in the “Data Out” for the Dubsado step to see what’s all there.

If what’s there isn’t what you need, let us know