Convert line items into text strings

Last updated: June 08, 2020

Not all apps support line items. If you need to send line item values to an app that doesn’t support line items, you can use Formatter to convert your line items into text strings.

Line items appear as offset, numbered lists. Each set of line items will be grouped and indented under one number.

1. Add a Formatter step to your Zap

In the Zap editor, go to the 2. Do This step. If you don’t see this step, click the + icon to add a new step.
In the Built-In Apps section, select Formatter by Zapier.
In the Choose App Event section, click the Choose Action Event dropdown menu and select Utilities.
Click Continue.

2. Customize the line item to text transformation

In the Customize Utilities section, click the Transform dropdown menu and select Line-item to Text.
In the Values section, click the Input dropdown menu and select a field from a preceding step that has line-item data.

(Optional) In the Separator field, enter the symbol that separates each line item. Most line items are comma-separated values and will be separated at all commas by default.
Click Continue.

3. Test your line item to text transformation

In the Send Data section, click Test & Review or Test & Continue.
If the transformation is successful, the step data from the trigger will be converted into an individual text string for each line item value, as well as a single text string including all line item values. You can either see the data received or continue directly to your action step

After creating your text string with Formatter, you can use this plain text in further actions in your Zap.

Need More Help?

Convert line items into text strings

2. Customize the line item to text transformation

3. Test your line item to text transformation

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