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Question

How do I search in Wave for customer when more than one result may exist?

  • March 27, 2025
  • 2 replies
  • 11 views

Redwolf Sports Media
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I need to integrate between airtable (source) and wave accounting (destination). I would like to use airtable data to create invoices within wave, but first need to determine which wave customer to use (if one exists).

Zapier’s available modules for finding a customer in wave only allow for searching for a customer by email. 

In my business it is possible for a single person/email address to be the primary contact for multiple customers. So searching by email will not always return at the correct customer. My initial tests show that the existing search module will simply return the first match it finds.

The source data includes the “customer name” and the primary contact email address. The combination of those two values should arrive at the correct customer

Example:

Customer Name Primary Contact First Primary Contact Last Primary Contact Email
Colin Smith John Smith jsmith@mail.com
Steve Smith John Smith jsmith@mail.com

 

I am looking for suggestions on how to achieve my goal.

 

 

 

 

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2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • March 27, 2025

Hi ​@Redwolf Sports Media 

One options would be to log the Wave Customer ID in an Airtable Field to use as a reference point in the Zaps.

 

Advanced approach would be to explore using the Wave API: https://developer.waveapps.com/hc/en-us/categories/360001114072

Resources for using app APIs in Zaps: 

 


SamB
Community Manager
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  • Community Manager
  • April 22, 2025

Hi ​@Redwolf Sports Media 👋

How did you get on with the approaches Troy suggested here? Did either of those do the trick, or did you find an alternative solution?

Looking forward to hearing from you! 🙂