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Question

Xero Invoices Not Loading

  • June 12, 2024
  • 1 reply
  • 12 views

I’m trying to connect with our Xero account to add line items to existing invoices when a Hubspot deal is closed. I have connected with both Hubspot and our Xero accounts, however when trying to set up the Zap, the invoice field which is required does not pull any information back. I can’t skip this step as it is a required field and other fields such as item code aren’t displaying options either.

I’m not sure why nothing is showing as everything is saying the accounts are connected.

 

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1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • June 12, 2024

Hi @Venn Digital 

Help us have more context by posting screenshots with how that Zap step is configured in EDIT mode so we can see the field types/descriptions.