About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Products
Learn more about Zapier's new products.

Zapier Tables Zapier Interfaces

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Best answer

My Zap isn't sending the tracking categories to Xero

  • 29 November 2022
  • 6 replies
  • 103 views
S
Userlevel 1

Hello all.

 

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?

icon

Best answer by MohSwellam 29 November 2022, 16:35

View original
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

6 replies

Danvers
Userlevel 7
Badge +12

Hi @Stogi! 

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?

 

Thanks!

S
Userlevel 1

Thanks Danvers.

Attached are the two screen shots. You can see that the “ID” field is blank.

I have also attached my tracking fields in Xero. You can see that they match.

 

3 Attachments
MohSwellam
Userlevel 7
Badge +8

Hi @Stogi 

 

In the first 2 screenshots, please choose Activity and Location instead of Custom so we can see what value is expected here. 

 

Please check this quick demo that elaborates this part more 

 

Founder of GeekyAir.com
S
Userlevel 1

I see.

What is the best way to link the locations and the activities to those ID’s?

I need to make a table but do you have any guides/videos of how to make that table?

Right now my data comes in as one text string “Memo”. Look at this:

Data coming from DSP

In the highlighted text, the text before the “~” is the “Activity” in Xero and the text after the “~” is the “Location in Xero.

I used a text splitter with the Zapier formatter tool to split them. How can I then convert them to these codes:

Activity codes
Location codes

 

Here they are summarized:

Classes

a39e0a8e-372e-4b2e-a628-b67397e989b4

Merchandise

a3ed3772-db00-45f6-962c-4f72ebd81d5f

Shows

cb176ecb-45c5-4f62-a277-45fa03c89743

00-Main

158aec0e-60c1-4c4e-b09c-2db20c71bf5a

0-Cranbour

7046b798-013b-41f8-a831-95d2bd1c816f

0-FreeChur

4139b9c4-ec98-4a48-86b9-58c7256b174b

0-MMK

8aef9573-92a1-4a15-ae4f-b3ac57887423

0-SMSJ

84ba60ed-c82d-4871-b71c-0bd05f69f5f5
MohSwellam
Userlevel 7
Badge +8

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:

 

  1. Formatter by Zapier > Utilities
  2. Transform > Lookup Table
  3. 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.
  4. Lookup Table > You will paste the values you have above (for the Activity)
  5. When you test this step you will get the corresponding ID. 
  6. You need to repeat this step for the Location using the value you have from the corresponding Formatter step (step 3)
Founder of GeekyAir.com
S
Userlevel 1

AWESOME!!!!

Thanks

Terms & Conditions