Create or update airtable from CSV

Hello everyone, :wave:

I’ve been stuck on a while on this, I’ve wasted most of my credit trying to get just one scenario running…

I’m trying to:

  1. Get invoices from Quickbooks
  2. Check if they exist in Airtable using their Number (DocNumber in Quickbooks, Numero in Airtable)
  3. Update or create invoice in Airtable

Here is the workflow I have:

Here is the filter to update:

Here is the filter to create:

I’ve tried using “Numero does not exist” to no avail.

I would appreciate some help.
Thank you :slightly_smiling_face:

blueprint.json (60.4 KB)

1 Like

So the filter never passes through to the router? Have you checked the values you’re comparing? Look in the bubbles with operation count or even better click the number under the filter to see what is being checked. It’s possible there is A data type mismatch or indeed the values aren’t equal.

1 Like

Thank you for answering!

it helped me progress, I noticed thanks to you that the filter was comparing nothing in airtable to the doc number in quickbooks.

So the problem must be with Airtable search step, I’m investigating.

Oh what an idiot I am… I was filtering airtable using the wrong Quickbooks field.
Quickbooks has a Docnumber field and an InvoiceID field.

Thanks for pointing me in the right direction! :smiley:
It’s solved!

2 Likes

Haha so often you smash your head looking for every solution and its the simplest one. Good work figuring it out!

(also to stop yourself from using all your credit when testing, limit the amount of options it returns)

2 Likes

Thanks for the tip! :smiley: