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Xero Tracking Codes

How to set up and use

Updated over a week ago

How Xero Tracking Codes Work

Xero tracking categories are set on the items, not on the overall invoice. However, in Zigaflow, you can set up the tracking codes on the invoice header as a custom field. When the invoice is exported to Xero, it will update all the line items with the codes. If you set up the codes on the Items, then these will be used. The precedents are:

  • Header => Tracking code: XXX

  • LineItem => Tracking code: YYY

The line item takes precedence, so it will use YYY but where

  • Header => Tracking code: XXX

  • LineItem => Tracking code

It will apply XXX to the line item tracking codes.

You can set up two tracking code fields in Zigaflow that will be pushed over to Xero.

Setting Up Xero Tracking Codes

For Items/Products

  • Click on Configure -> Items

  • Select Custom Item Fields

  • Click '+New Custom Field'

  • Make sure the tag for the field is made up of:

    • XeroTracking_XXXX

Where XXXX is the name of the field in Xero. In the demo account for Xero, the tracking code is called 'Region', so in Zigaflow, it should be:

  • XeroTracking_Region

We would recommend that you set this up as a dropdown to follow Xero's method.

Example

In Zigaflow:

In Xero:

IMPORTANT

The names in Xero and Zigaflow must match. We recommend using underscores in the name in both systems, i.e.

XeroTracking_Revenue_Category -> Revenue_Category

Whereas this will not work (space between the names):

XeroTracking_Revenue_Category -> Revenue Category

Entering the Codes

As with other custom fields, these can be updated in item edits, imports, and on quotations, invoices, etc.

For Invoices

Set up the fields in Cog -> Custom Fields -> Invoices in the same way as above.

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