This quick reference guide is based on the assumption tracking categories are already set up in Xero - for further information relating to the set up of tracking categories in Xero please click HERE

STEP 1

Log in to your A2X account
Go to Settings and then Invoice Settings

STEP 2

Once in the Invoice settings page you will see the Tracking Codes section  

STEP 3

If you have set up a single tracking category in Xero then you will track all marketplaces together
If you have set up a tracking category per marketplace in Xero then you will track each marketplace individually
Select the relevant tracking categories by clicking the arrow in the relevant section

STEP 4

Once you have assigned the relevant tracking categories click Save and then return to the settlements page of A2X

STEP 5

From the settlements page click REFRESH beside each settlement or by enabling bulk actions - learn more about bulk actions HERE

Once the settlements have refreshed they are ready to be sent to Xero with Tracking!

You can learn about marketplace tracking for Xero in more detail HERE

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