Skip to main content

I have a DocuSign template that is pre-populated with information from Excel and uses Zapier as the integration tool to populate this template.
In general it works great, but on occasion there is a mismatch of information of what is on the document to what is sent from Zapier. In these cases, the Zapier logs/history show no data sent a field(s) to the template, yet there is data in the DocuSign document that is sent.

Is there something that needs to be done to stop this behavior as if Zapier does not send information for a field that field should not be filled in by DocuSign with some seemingly random information? (sort of like it is not clearing a cache or something) 

Hello,

 

Thank you for reaching out here, we want to welcome you to the Docusign Community, I appreciate you bringing your question to this Community.

 

We are committed to providing you with the best service possible. Thank you for bringing this matter to our attention, Thank you for bringing this matter to our attention, I understand that you are getting a data mismatch when using Zapier and Docusign.

 

I apologize for any inconvenience that this might cause you, the Zapier integration is not owned by Docusign, we do not have the necessary documentation/information to assist you with this, have you tried to contact Zapier Support?

 

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

 

Let us know if you need further assistance.

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

I have a DocuSign template that is pre-populated with information from Excel and uses Zapier as the integration tool to populate this template.
In general it works great, but on occasion there is a mismatch of information of what is on the document to what is sent from Zapier. In these cases, the Zapier logs/history show no data sent a field(s) to the template, yet there is data in the DocuSign document that is sent.

Is there something that needs to be done to stop this behavior as if Zapier does not send information for a field that field should not be filled in by DocuSign with some seemingly random information? (sort of like it is not clearing a cache or something) 

Zapier DocuSign Solutions

Potential Solutions and Troubleshooting Steps

  1. Clear Cache or Previous Data:

    • Ensure that the fields in the DocuSign template are cleared or reset before each new entry is populated. Sometimes, remnants of previous data can cause issues if not properly cleared.

  2. Verify Field Mapping in Zapier:

    • Double-check the field mappings in your Zapier integration. Ensure that each field in the DocuSign template corresponds correctly to the data being sent from Excel. Any mismatches can cause data to populate incorrectly.

  3. Use Conditional Logic in Zapier:

    • Implement conditional logic within your Zapier workflow to ensure that if data is missing or not sent for a particular field, it is handled appropriately. For example, you can set up rules to leave the field blank or insert a placeholder text.

  4. Check for Empty Values:

    • Ensure that the Excel data being sent to Zapier does not contain empty or null values. If Zapier receives empty values, it may not overwrite the previous data in DocuSign, leading to inconsistencies.

  5. Review Zapier Logs:

    • Analyze the detailed logs in Zapier to identify any patterns or specific instances where the data mismatch occurs. This can help pinpoint if the issue is with the data source, Zapier, or DocuSign.

  6. Update and Test Template:

    • Make sure your DocuSign template is updated and properly configured to receive dynamic data from Zapier. Conduct tests with different datasets to ensure consistency.

  7. Contact Support:

    • If the issue persists, consider reaching out to Zapier and DocuSign support teams. They can provide more in-depth troubleshooting and may identify if there are any underlying issues with the integration.

Implementing these steps should help address the mismatch issue and ensure that your DocuSign templates are populated accurately with data from Zapier.

Hi @b.semmler,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Reply


Code of Conduct