I have a zap that takes a sale from Dance Studio Pro and sends it as a receive money transaction in Xero.
I have successfully used the Zapier Formatter to extract from the memo the data from my two tracking categories. For some odd reason when I try to send the test data across I get this error:
Test error
I don’t know what this means?
I have two tracking categories. “Activity” and “Location” and it won’t send the transaction if there is any data in either field. Here is the action set up and I have highlighted the fields causing me trouble:
Action Set-up
The highlighted text matches the options in those tracking categories perfectly.
Any idea why this isn’t working?
Best answer by MohSwellam
Hi @Stogi
You are almost done, great job!
Now using the table you created, you will add a Formatter by Zapier step (before the Xero action) and after the other Formatter step. This step will look like this:
Formatter by Zapier > Utilities
Transform > Lookup Table
Lookup Key > the response from the corresponding Formatter step (step 2) which should be something like “Classes” or any off the items on the left side of your table above.
Lookup Table > You will paste the values you have above (for the Activity)
When you test this step you will get the corresponding ID.
You need to repeat this step for the Location using the value you have from the corresponding Formatter step (step 3)
I’m sorry that you’re having trouble with your Zap, let’s see if we can get things on track for you.
Often when you use a custom value in a dropdown field, the app expects the ID of the item and not the name/text. What do you see in the dropdown list for the activity and location fields under the name text - is there a number in smaller text? Could you share a screenshot of that?
Now using the table you created, you will add a Formatter by Zapier step (before the Xero action) and after the other Formatter step. This step will look like this:
Formatter by Zapier > Utilities
Transform > Lookup Table
Lookup Key > the response from the corresponding Formatter step (step 2) which should be something like “Classes” or any off the items on the left side of your table above.
Lookup Table > You will paste the values you have above (for the Activity)
When you test this step you will get the corresponding ID.
You need to repeat this step for the Location using the value you have from the corresponding Formatter step (step 3)
