Wave Help & Support

  • How to Get Started with Wave on Zapier
  • Popular Things To Do With Wave
  • Common Problems with Wave on Zapier

How to Get Started with Wave on Zapier

To get started with Wave on Zapier, first you will need to click to connect your Wave account to use with your Zap.

Click to connect Wave

You’ll now be asked to log into your Wave account (unless you are already logged in):

Login to Wave

Finally, you will be asked to give Zapier permission to access your account. Click “Allow/Accept” to continue.

Authorize Wave on Zapier

If all steps were successful your Wave account will now be successfully connected.

Wave connection successfull

Popular Things To Do With Wave

  • Create Wave customers from new HubSpot CRM contacts

    HubSpot CRM + Wave

    Try It
  • Create Wave customers from new Insightly contacts

    Insightly + Wave

  • Create MailChimp subscribers from new Wave customers

    Wave + Mailchimp

  • Send Slack messages for new Wave invoices

    Wave + Slack

  • Create Wave customers from new Pipedrive deals

    Pipedrive + Wave

  • Create Wave customers from new Harvest clients

    Harvest + Wave

Common Problems with Wave on Zapier

Error Message: "INVALID: Transaction line items in the transaction currency are over balanced."#

There are a few scenarios where this error appears when using the action "Record Sales":

  • If the "Sales Tax Amount" field contains a value, then "Sales Tax Abbreviation" must also contain a value and vice versa.
  • If the "Processing Fee Amount" field contains a value, then "Processing Fee Expense Category" must also contain a value and vice versa.
  • Lastly, check you've selected the incorrect "Number Format". Use "Major Units" when working with decimals (e.g. $1.21) and "Minor Units" when there are no decimals (e.g. 121¢).

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