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Philip Reid
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August 30, 2017 at 7:23 pm
Hi, the existing integration sends contact and invoice details to IS, however IS creates its own Invoice Number. We then have these new orders Zappier’d to Xero.
Problem is the customer will have received an invoice from EE at the time of booking so we have to manually change the invoice number in Xero to the EE Invoices number.
Is it possible to have the EE Invoice Number added to the data sent to IS?…
Also, when changes are made in EE to the booking, this is not reflected in IS… is there any advancements happening with the Infusionsoft integration
Thanks
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Josh
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August 30, 2017 at 9:30 pm
Hi Philip,
I can check into this. May I ask what do you have set as the Event Espresso Invoice number? Is it the Transaction ID, the Registration ID, the Reg Code, or something else? Some of this information is already sent to IS so this may be a matter of switching up what’s sent over to Xero.
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Philip Reid
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August 30, 2017 at 11:50 pm
hi Josh, can you tell me where to look… where is the Invoice Number set
thanks
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Josh
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August 31, 2017 at 7:53 am
Hi Philip,
That’s a tricky one because there actually isn’t an “invoice number” for the Invoice. It’s possible someone may have added one to your site with a customization, but it’s likely there’s a transaction ID on the invoice and it’s been labeled an invoice number somewhere along the way.
A simple way to figure this out would be to compare an invoice to the transaction entry in Event Espresso > Transactions and look for a match to one of the numbers on the Transaction entry.
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Philip Reid
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August 31, 2017 at 10:29 pm
Hi Josh… ok got it… yes its been set as the TX number… i see in IS this information has come into the Personal Notes, but unfortunately the ‘Note’ data is not available with the Zap.
Any ideas… thanks much appreciated
Philip
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Philip Reid
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August 31, 2017 at 10:41 pm
Hi Josh, actually the TX number is being sent to IS in the Order Notes… which is not one of the fields available to Zap to Xero.
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Philip Reid
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September 1, 2017 at 12:01 am
Hi Josh, (last one until I hear back) can the Reg number (which contains the TX number) be sent to person notes, or added to the Contact ID (which is added to the Contact Notes)
We need the TX number to end up in Xero
Thanks
Philip
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Josh
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September 1, 2017 at 11:33 am
I don’t think it can be added to the Contact ID because one contact can have many registrations/transactions. If the reg ID or the txn ID were to be added to the Contact ID then what would happen the next time they register for an event?
It may be able to get added as to the notes within the Contact record, and that would involve some custom development. One of the developers listed here may be able to give you a quote for the cost of development to add that:
https://eventespresso.com/developers/event-espresso-pros/
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