How to import tracking categories on transactions into Xero

Overview

With Zed Axis you can import Tracking Categories on Customer Invoices, Vendor Invoices, Spend Money, Receive Money, and Journals.
 
Xero Tracking Categories

How to map the Tracking category fields


When mapping the Tracking category you need to map the Tracking Name (ie the name or label for the Tracking Category ie Region) and the Tracking Option (ie the value you would like to assign to the Tracking Category ie East Coast).  It is possible to import two tracking categories see below.

Xero FieldFormatDescription
Tracking Name 1StrName of the first Tracking Category ie Region
Tracking Option 1StrValue of the first Tracking Category ie West Coast
Tracking Name 2StrName of the second Tracking Category ie Division
Tracking Option 2StrValue of the second Tracking Category ie Sales

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