find customers email / number on transaction? link with zapier

[steomullen]

okay so im setting up a zapier to follow up with new transactions..

it isnt finding the customers email or number? that they entered when paying

how is this resolved? 

[JustinC]

Hi @steomullen!  Is Zapier partnered with Square? Are you trying to save customer info to your Customer Directory? 

[steomullen]

you know what zapier is right? see squares article here https://support.squarespace.com/hc/en-us/articles/360000641507-Adding-form-integrations-with-Zapier

So im setting up a zap to pull customers info when trigger new transaction happens to send customers email to my crm on another platfrom its a simple automation process.. but for some reason zapier isnt seeing the customer phone number or email on a new transaction profile from square...  is there a setting in square to be changed so it save the customers info or something? 

[ashc]

Hey @steomullen,

Stepping in for @JustinC here. We don't ever store customer's personal information on our end due to it being privileged to their bank.

You'd need to manually save the customer's phone number/email/etc in your Directory on Square in order for those things to show on reporting or other third party apps like Zapier.