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Creating a project in Xero from Google Sheets without errors


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When I create a new row at the bottom of the google sheet, A zap creating the project in Xero is carried out. However Im struggling to get it to work.

My zap searches for the contact then if not found, creates the contact and creates a project using the google sheet info. If the contact is found then it creates project with the existing contact.

What I found was if you create a project and assign the contact name from the google sheet, I was getting an error that the contact already exists. So once I brought in the search contact I was able to assign the contact field from Xero rather than Google Sheets. However now I am just getting an error without any explanation why.

Zap

 

Example: path B followed - Existing Contact found

 

Project info - I suspect it doesnt like using an existing contact name...

 

failed to create project in Xero - The request is invalid”
​​​​​​

 

Best answer by nathannzBest answer by nathannz

I kept the Path as the Contact ID is different depending on what path it takes.

ContactID solved the issue, thanks

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4 replies

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Add a Filter step after the "Find Contact" step to check if the contact was found. If the contact is found, skip the "Create Contact" step.


Use the Contact ID from the "Find Contact" step in the "Create Project" step to avoid duplication


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  • Author
  • Beginner
  • 4 replies
  • January 9, 2025

How do you Skip the Create Contact step? 


Forum|alt.badge.img
  • Author
  • Beginner
  • 4 replies
  • Answer
  • January 9, 2025

I kept the Path as the Contact ID is different depending on what path it takes.

ContactID solved the issue, thanks


JammerS
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  • Zapier Staff
  • 2336 replies
  • January 10, 2025

Hi ​@nathannz,

 

Thank you for sharing the resolution for this issue. This will significantly help this our Community members with the same issue.