<aside> 💡 To begin, build the Sending Invoices to QuickBooks Zap FIRST. We will need information from that Zap in order to add the additional steps for classes.

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When working through the above Zap, at the final action 3. Create Invoice in Quickbooks Online, note the following information:

We will need to know which numerical value is associated with which Salesperson later in this setup.

These are values assigned by Zapier to the classes you’ve created in Quickbooks Online. We will need these values to convert the Salesperson field in the Shipper TMS to these values for Zapier to push them to QuickBooks online.

1. Between Action 2 and Action 3, click the Plus Sign to add an additional step.

   

2. Find the Formatter by Zapier App.

   

3. Set the event to Utilities and click Continue.

   

4. Set Transform to Lookup Table and the Lookup Key to the Salesperson field from the Super Dispatch options.

   

5. This is where you’ll need those numeric values from the beginning introduction of these instructions. Create the Lookup Table by entering the Salespeople names and matching them to the correct values. I created a class called No Salesperson Entered so that if an order is submitted without the salesperson set, it will reflect that instead of throwing an error. This is called the Fallback Value. Click the Plus Sign to add additional values to the table. Then click Continue.

   

6. Click Test Action then Continue.

7. In Step 4, click to open the Action section. Scroll down to the Class field. Set that as the Output from Step 3.

   

8. Scroll down and click Continue.

9. Test the Action. If successful, click Publish Zap.