I need to integrate between airtable (source) and wave accounting (destination). I would like to use airtable data to create invoices within wave, but first need to determine which wave customer to use (if one exists).
Make’s available modules for finding a customer in wave allow for searching for a customer by email or by customer ID (separate modules)
In my business it is possible for a single person/email address to be the primary contact for multiple customers. So searching by email will not always return at the correct customer.
I will NOT have the wave customer ID available in the source data.
The source data includes the “customer name” and the primary contact email address. The combination of those two values should arrive at the correct customer
Example:
| Customer Name | Primary Contact First | Primary Contact Last | Primary Contact Email |
|---|---|---|---|
| Colin Smith | John | Smith | jsmith@mail.com |
| Steve Smith | John | Smith | jsmith@mail.com |
Make DOES provide an option to pull a list of ALL customers from wave. I was thinking if I could pull the full list and then filter using the customer name and email address I could get to the correct wave customer. I got as far as exploring aggregators and iterators, but didn’t know what to do from there. It appears I will not need an aggregator as each customer record is returned in separate bundles.
I am looking for suggestions on how to achieve my goal.