This article explains how to use the territory field in Autotask to map to your tracking category in Xero.
Please note: This feature needs to be activated on your account please contact Cloud Depot Support first.
- Ensure that your tracking category names in Autotask and Xero are identical in name (not case sensitive)
- In this example below we have two tracking categories setup, Consulting and Managed Services Account
2. Check the mappings in our sync logs to ensure the mappings are working correctly