Import Tracking Categories Into swiftpos

This outlines How To Import Tracking Categories Into swiftpos for the XERO Pro interface.

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Subjects      ▼

• When Is It Required?
• What Is Required?
• How To Import Tracking Categories Into SwiftPOS?

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When Is It Required?      ▲ ▼

When:

• Venues are implementing the swiftpos XERO Pro interface in Back Office for the first time, to interface with their XERO application.
• Venues are already using the swiftpos XERO Pro interface, and require an up to date version of XERO's Tracking Categories to be imported into SwiftPOS.

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What Is Required?      ▲ ▼

• The Venue's Location Group (Venue) for which the Tracking Categories is to be imported, must be listed in the Location Group Settings tab and must be connected to XERO. Refer to How To Add And Configure A Location Group To Connect To XERO for more information.

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How To Import Tracking Categories Into swiftpos?      ▲ ▼

Do as follows:

• In the Location Group Settings tab, this can be found Here for XERO and Here for XERO Pro, do as follows:
  • Select the Import Tracking Categories button.
  • At the prompt select Yes.

• Continued ...
  • The importing of the Tracking Categories will commence.
  • Once completed, the following notification will be displayed:

• Continued ...
  • If no Tracking Categories were found, a prompt similar to the one below will be displayed:

• Continued ...
  • The imported Tracking Categories will appear as columns in the Account Assign/Mapping Tabs with the columns being named, using the names given to them in XERO.

End of article.      ▲