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Hi everyone,

I saw this question asked previously but there was no response.

I'm having trouble linking a Zap to the Project field on a Xero invoice. I need every invoice we create through Zapier to be assigned to a specific project in Xero. As you can see in the screenshot below I have put VCE Exam Seminar in the tracking field, but the project field is still empty when mapped to Xero.

Has anyone else encountered this issue or found a solution?

Thanks in advance!

 

 

Hi @ArtEdVic 

For us to have more info, post screenshots showing how your Zap steps are outlined and configured in EDIT mode so we can see the app/event and the field types/descriptions.


Hi @Troy Tessalone 

Thank you for you help. I am new to this system and still trying to get my head around it. Please see how in ‘Tracking’ I have put VCE Exam Seminar. I want that to show in the ‘Project’ field when it maps across to Xero. Have I done that correctly or is there another field I should be working with. 

 


@ArtEdVic 

Screenshots of the Xero Zap Action does not show the mentioned field and how it is configured with the mentioned value.


Apologies the screenshot may not have attached properly. I currently have Tracking as VCE Exam Seminar and I want it to appear in the project field. How can I make sure this is mapped correctly.


@ArtEdVic 

The Tracking field expects key/value pairs.

Left side is the “key”.

Right side is the “value”.

Your current configuration has a “key” of ‘VC Exam Seminar’ but no “value” set.

 


So would my Key be ‘Project’ (as the table in Xero outlines) and my value be VCE Exam Seminar? Do I need to insert data from eventbrite or can I just type ‘VCE Exam Seminar as my value’?


@ArtEdVic 

Try this...

Left: Project

Right: VC Exam Seminar


Hi there, @ArtEdVic 👋

How did you get on with this? Did entering “Project” as the key on the left and “VC Exam Seminar” on the right work as hoped?

Want to ensure you’re all set here so please let us know whether or not you’re in need or any further assistance here. 🙂


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