JSON OUTPUT TO CREATE BILL QUICKBOOKS

i WHAT'S THE BEST APPROACH TO CREATE A BILL FOR QUICKBOOKS WITH MANY DIFFERENT LINE ITEMS. ONE SUPPLIER.

I CAN IMPOR THTE DATA I NEED IN 2 WAY.

1. AN EXCEL FILE WITH A SINGLE CELL THAT HAS ALL OF THE JSON DATA.
2. AN EXCEL FILE WITH SAME DATA IN ROWS.

ONE FIELD OF THAT DATA MUST BE USED TO FIND AN ITEM ID BY NAME THEN REPLACE IT INSIDE THE DATA.
THERE IS AN ACTION TO DO THIS. BUT I CANNOT SEEM TO GET THE ID INTO THE DATA.

IF I USE THE CREATE A BILL ACTION FOR QUICKBOOKS. iT CRASHED BECAUSE IT TREATS EVERY BILL NO AS ALREADY EXSITING WHEN ITEREATING THRU THE ROWS.>

any advie wold be appreciated

Hi @AussiePete,

Could you please make a short screen recording and elaborate a bit more on your exact use case and the issue you are encountering? Also, share the workflow URL you have attempted to set up.

We suggest keeping the data in separate rows. We can capture it later in Advanced format in an MS Excel or Google Sheets spreadsheet. Also, please share the sheet with us so we can suggest the best approach to achieve your use case.

We have moved this thread to Private Discussions to maintain confidentiality.

Thanks & Regards,
Arshil Ahmad
Customer Support Associate
? Pabbly.com
?Rate your support

Hi @AussiePete,

Could you please make a short screen recording and elaborate a bit more on your exact use case and the issue you are encountering? Also, share the workflow URL you have attempted to set up.

We suggest keeping the data in separate rows. We can capture it later in Advanced format in an MS Excel or Google Sheets spreadsheet. Also, please share the sheet with us so we can suggest the best approach to achieve your use case.

We have moved this thread to Private Discussions to maintain confidentiality.

Thanks & Regards,
Arshil Ahmad
Customer Support Associate
? Pabbly.com
?Rate your support

i have had a lot of attempts at doing this with many configurations.
the main challenge is beign able to Create A Bill with many different line item without getting the "bill already existin gerror" when it iterates.

Hello @AussiePete,

Thank you for sharing the details and your use case.

It appears that you are currently using both Iterator and Data Transformer (Line Itemizer) in your workflow. Please note that once an Iterator is added, any step after it will run multiple times based on the number of items in the array, which is why you are encountering the “bill already exists” error during iteration.

For your use case, we recommend the following approach:

• Keep all line items in a single row, where:
  
  • Item names are in one cell (comma-separated)
  • Prices in another cell (comma-separated)
  • Discounts, etc., in separate cells (also comma-separated)
• Then use Get All Rows to fetch the data
• After that, use the Iterator at the row level (not line-item level)

Please try this approach and let us know if you face any issues—we’ll be happy to assist further.