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.
Looking for tracking category mapping from account codes? See our article here on how to set that up
To set up:
- 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 set up: Consulting and Managed Services Account
2. Check the mappings in our sync logs to ensure the mappings are working correctly