This quick reference guide is based on the assumption that the tracking categories are already set up in Xero - for further information on how to set them up click HERE
STEP 1
Log in to your A2X account
Go to Settings > Sales Grouping and Tracking
STEP 2
In the Sales Grouping and Tracking settings page search for the Tracking Codes section
STEP 3
Select the relevant tracking categories by clicking the arrow in the relevant section
Please Note:
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
STEP 4
Once you have assigned the relevant tracking categories click 'Save Settings' 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!
We’re here and available via chat to help with any questions you have.
Hint: If you are in chat and wish to view the article outside of the chat window, please click HERE