New payment in Xero (trigger) issues.

Hi ​@Alana Kali 

For us to have more info post screenshots showing how your Zap steps are outlined and configured in EDIT mode with the field mappings visible.

Include screenshots of any encountered errors when testing the Zap steps.

Here are some examples

​@Alana Kali 

For Zap Step 2, the Customer ID field expects the ID of the Customer from Teachworks, which is a number as indicated by the 123 icon in the field input, rather than the Invoice Contact Name from Zap Step 1.

That means you need to add a Zap step Find Customer to get the Teachworks Customer ID to map.

For Zap Step 2, the Date field expects a valid date value, but the variable mapped from Zap Step 1 is not a valid date value.

Thanks ​@Troy Tessalone 

For the Find Customer Zap, how would you suggest I fill it? Image below.

How do I place a valid date value in Zap Step 1? It does not show an option to choose the date

​@Alana Kali 

For finding the Customer, probably best to search by Email since that is a unique value.

For the Xero Invoice Date, that appears to be returning a UNIX timestamp.

You will need to use Formatter steps to extract that value between ( and ), then possibly convert that value using a Formatter step.

Formatter help: https://zapier.com/apps/formatter/integrations#help

​@Troy Tessalone Looks like I am almost there! It is now giving me the error “The app returned "Customer must belong to account".” 

The configuration I have is in the image below. What do you suggest?

​@Alana Kali 

The Customer ID field expects a number value as indicated by the 123 icon in the field input, which will be the ID of the Teachworks Customer.

TIP: Click the underlined field label to see a tooltip with more info.

​@Troy Tessalone How can the customer ID be a number if it is their name? Unless I am missing something and Xero Customers actually have a numbered ID?

​@Alana Kali 

Apps generate internal unique system IDs for records.

You need to add another Zap step to get the Customer ID to use for Teachworks.

Zap action: Teachworks - Find Customer

This will return the ID of the Customer from Teachworks to use.

Hi ​@Alana Kali,
 
We just wanted to see how everything is going with your Zap. Did Troy's recommendation get the job done? Feel free to reach out if you need further assistance with your Zap. We're glad to address any concerns and assist you.
 
We're looking forward to your response.

Hey ​@JammerS! Thanks for checking in.. Unfortunately not. I have requested to be contacted by a Zapier expert but have not had anyone get back to me yet. I would really like to get someone to fix 1-2 Zaps for me if possible?

Hey ​@JammerS just wanted to follow up! I really need to fix a few Zaps to streamline our process when invoices are paid. Let me know what you need from me.

Hey there, ​@Alana Kali 👋

Hope you don’t mind me jumping in here—I’d be happy to lend a hand with this. 🙂

Can you share a bit more about where you’re currently getting stuck? Did you manage to get the Customer ID mapped from the Find Customer action to the Customer ID field on the Create Payment action?