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!

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.

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 

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:

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:

Here they are summarized:

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)

AWESOME!!!!

Thanks