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Sending a contact through the Zapier step, “Find Customer in QuickBooks Online,” creates the following error:
“Duplicate Name Exists Error: The name supplied already exists.”

See first screenshot.


The Zap is up to create a new contact IF no contact is found based on the contact’s email. See next screenshot.

​

Why this issue? There can be tons of contacts with the same name, and it shouldn’t be any issue.

I found at least 1 related but closed topic from 3 years ago, which seems to describe more or less the same issue. Can this be fixed? And if so, how?

Hi @Funnelmatix 

Good question.

Customer Name Already in Use

Zapier uses the Display Name as a unique handle for finding customers inside of QuickBooks.
If you attempt to create a new customer, employee, and vendor that reuses an existing Display Name you will experience an error.

Hi @Funnelmatix 

Good question.

Customer Name Already in Use

Zapier uses the Display Name as a unique handle for finding customers inside of QuickBooks.
If you attempt to create a new customer, employee, and vendor that reuses an existing Display Name you will experience an error.

 

@Troy Tessalone Thank you, I wasn’t aware of this. As the display name is not a required field, I suppose the easiest would be to leave it blank and have Quickbooks create a unique one itself? Is that what you would recommend?

@Funnelmatix 

When in doubt, test it out!

@Troy Tessalone  Removing the settings for the display name did not solve this issue. It persists the same way as before. Any other ideas?

@Funnelmatix 

You may have to add additional Zap step logic to first find a record based on the name, then use paths to handle whether to create or update.

Reply


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