Hi @johnmorsebrown 

Good question.

To help us have true context, please post screenshots with how your Zap steps are configured along with the encountered error.

No problem - thanks for looking into it for me Troy - hugely appreciated! I’ll add the screenshots below. The first 3 are just different parts of the same page as I scroll down the form, and then the 4th is the result of the test.

Let me know what you think.

@johnmorsebrown 

The Search By field is a dropdown with standardized options.

You’ll want to select an option from the dropdown list.

I don’t quite understand - do you mean change it to something like this? (See attached)

@johnmorsebrown 

Remove the mapped dynamic pill variable.

Instead select an option from the dropdown list. (e.g. Search By = Email)

The in the field below add the dynamic pill variable for the value to search by in that field.

Ah-ha! I get it. So I put this in (see screenshot), and as Mostly Books already is in my Xero contacts, I wouldn’t expect it to create it again, and it didn’t. So I presume that works!

@johnmorsebrown 

Yep.

When in doubt, test it out.

Thanks Troy - will carry on tomorrow. Expect more questions! Really appreciate your help!

That’s awesome @johnmorsebrown! Big thanks to Troy for pointing you in the right direction!

Feel free to reach out with any more questions you have. We’re always happy to help in the Community! 

Thanks @ken.a! It’s an amazing community!

I have now finished the Zap, but I’m getting an error in the last step (Create sales invoice in Xero) which says:

Failed to create a create sales invoice in Xero

@ken.a or @Troy Tessalone are you able to help me with the above question? This has got me completely stumped!

John

Hi there @johnmorsebrown,

It looks like the issue here is the multiple mapped data in the “Description”, “Quantity”, and “Unit Price” fields. Those fields only accepts line items.

You might need to add a Formatter by Zapier - Line Itemizer function. You can read more about that here:

Hopefully, this helps! 

Thanks @ken.a - do I add the Line Itemizer between steps 3 and 4?

Hi @johnmorsebrown,

Since the data from Xero step is mapped from the trigger, I’d recommend adding the Line Itemizer step after the trigger step.

Hopefully, this helps! 

Thanks @ken.a - I’ve done that, and it seems to work. But I am still getting the error message at the end:

Failed to create a create sales invoice in Xero

And if it helps @ken.a here are the screenshots showing how I set up the Line Itemizer.

Any thoughts on this @ken.a ?

@johnmorsebrown 

ISSUES

All the mapped Quantities are being concatenated thus resulting in number that is too large.

The Unit Price expects a number but those values include the currency symbol.

You need to add commas to properly separate these mapped variables in the Formatter step.

Woohoo - I think that works! Thanks so much @Troy Tessalone . Still a few issues to iron out but hooefully I’ll be able to work those out myself. Thanks again!

John

I have got it all working - many, many thanks to @Troy Tessalone and @ken.a !

One slight tweak I’m trying to do - is there a way to make it change the unit price and the VAT if an order comes in from the US rather than the UK? A kind of ‘if-then’ scenario?

John

@johnmorsebrown 

You can use Paths or a Lookup Table or Code.

Thanks @Troy Tessalone 

False alarm on the form working OK… It worked fine on the order I was testing it on, and when I test each individual component of the Zap, they all work fine. But when I tried filling in the Gravity Form with a new order and seeing if that worked, it doesn’t

I get this error email message - see attachment below.

I thik it’s to do with one line item which doesn’t have a quantity. The Gravity form I’m testing it on ordered 14 of the 15 items I have in stock - so there is one item that doesn’t have a quantity (it says ‘No data’ under quantity). How do I account for this?

@johnmorsebrown 

Possible edge/corner cases need to be handled by logic in the Zap steps, so best to test different use cases.