Attempting to automate Google Sheets updates with GoCardless events using Zapier. How do I correlate payment IDs with customer records? Ex:
log_records:
record_one:
identifier: EVT98765
timestamp: 2022-07-15T12:34:56Z
type: transaction
status: verified
associations:
payment_id: PAY987
Based on my experience integrating GoCardless with Zapier, it’s crucial to ensure that your webhook payload includes a unique identifier which ties directly to your customer records in Google Sheets. By having a unique payment ID in both your event data and customer database, your Zap can accurately map transactions to customer entries. It may also be necessary to build a simple validation mechanism that checks the consistency of these IDs to handle potential discrepancies in data transfers.
In my experience integrating GoCardless with Zapier, ensuring a solid correlation between payment IDs and your customer records is key. I found it helpful to map each transaction event to a dedicated field in our Google Sheets. This was achieved by using a unique identifier in both the webhook payload and our customer database. Additionally, I implemented logging within Zapier to catch mismatches early in the process. Testing with real data and error logging helped ensure reliability, reducing the risk of data mismatches over time.
From my experience, a dependable approach to integrating GoCardless events with Zapier and Google Sheets is to embed a unique transaction identifier directly within every webhook payload. Ensuring this identifier is consistent across your systems is paramount for correlating payment data with customer records. I implemented a method where a dedicated field carries the payment ID from the initial event through to the Google Sheets entry, which significantly improved data matching accuracy. Additionally, incorporating error-checking routines within the Zap reduced the occurrence of mismatches in real-world operations.
i used zapier’s lookup step to match unique payment ids with a custom field in sheets. added a filter to double-chk matches. works decently, even if its not perfect all the time
hey, i sorted it out by embedding the payment id into a custom field in google sheets then using zapier to lookup that field. it made matching records a lot less tricky. hope it helps, cheers!