Hi. Just starting out to use Zapier to take data from a google sheet to create new invoices in Xero. Really struggling to get it to read the data, will only look at 2 columns and won’t see any other account names other than Cash or Test.
CoPilot tries and tries and 4 hrs later I have given up.
Any thoughts?
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I’m a Zapier expert - so happy to help you build out the zap if you’d like.
A new row. In Xero only products in column B are used, no others. Also only sees the customer ‘Cash’
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+11
Can you show a screenshot of what you see in the ‘Data out’ tab when you test the trigger in the Zapier editor.
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Not quite.
Open the zap you built in the Zapier editor, then open the trigger step, then go to the Test panel. Then test the zap and show me what the output looks like.
+14Hi
For us to have more info, post screenshots showing…
+6Hey
Which Google Sheets actions you are using to get the sheet data? Please post screenshots of Data In, Data Out as well as how each Zap step is configured for us to have more context.
I think a better way to build this workflow would be this-
This is a sample workflow and you may need to extra action like Filter, Code etc depending on the data as workflows are usually personalzied to user’s needs. Hope it helps!
PS: If you need more active help, I’m happy to connect through my Zapier Solution Partner page if you’d like to reach out here- https://zapier.com/partnerdirectory/automation-jinn
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