Creating a client in Sage Cloud Accounting using Zapier

Welcome to the Community ​@austinculler! 😁

Do any of the Zapier Tables fields selected in the Sage Accounting action show "No data"? If so, the test would send nothing to those required fields, which might explain the error. 🤔

If that's not it, can you share a screenshot of the Configure tab for that Sage Accounting action so we can check the setup? Just make sure to blur any personal or sensitive info using a tool like Zappy before sharing since this is a public space.

For some reason, the UI here isn’t letting me upload a photo. The fields are being pulled directly from Jobber and none are showing “no data”. They all are populated with the test data from an actual invoice. I’ll manually enter the info here:

 

businessname

Test Run

Reference

434

default_ledger

42fc82a3991511ecbcc60e97dc3b579b

main_address_line1

XXX X AXXXX SXXXX

main_address_city

LXXXXXXXXX

main_address_region

AXXXXXX

main_address_postalcode

TXX XXX

country_group_id

CA

country

CA

delivery_address_line1

1

XXX X AXXXX SXXXX

delivery_address_city

1

LXXXXXXXXX

delivery_address_region

1

AXXXXXX

delivery_address_postalcode

1

TXX XXX

main_contact_name

Test Run

main_contact_email

testrun@gmail.com

main_contact_telephone

9999999999

 

Empty fields:

Notes

empty (optional)

Credit Limit

empty (optional)

Credit Term Days

empty (optional)

Main Address Line 2

empty (optional)

Main Contact Job Title

empty (optional)

Main Contact Mobile

empty (optional)

Main Contact Fax

empty (optional)

Bank Account Name

empty (optional)

Bank Account Number

empty (optional)

Bank Account Sort Code

empty (optional)

Bank Account BIC

empty (optional)

Bank Account IBAN

empty (optional)

Product Sales Price Type

empty (optional)

Delivery Address Line 2

empty (optional)

As you can see, when I run the test, the only fields that should be missing are optional. The troubleshooter had timeout as a possibility. I did succesfully create a client once using minimal customer data, so I’m not sure if that is what is going on. However, I need all the customer data for the zap to be fully functional.

Hi! I’ll upload my configure photos

Hi, I had the sample photos removed by the moderator. Can I re-upload them? They don’t include real customer data, but instead placeholder values like “Test Run” for customer name and “testrun@gmail.com”. Do you want me to present the data in a different way?

Edit: nevermind I see that they were just edited.

Thanks for sharing those screenshots ​@austinculler. You’re right, it definitely looks like the required Business Name field should be using “Test Run” as its value. So the error must be referring to another field, although no other field names appear to have the red asterisk * next to them that I’d expect to see if a field was required.

It looks like there’s main address and delivery address details being provided but I see there’s name fields for the addresses (Main Address Name and Delivery Address Name) that don’t have any values. So I’m wondering if those address name fields are optional but become required fields if other address fields are filled out. 

Can you try adding values for those fields to see if that then allows it to create the customer when you test the action again?