Tracking Category
Overview
Direction: Xero → Zudello
Sync Type: Full sync
Purpose: Organizational tracking with fixed mapping to locations and subsidiaries
Tracking category data flows from Xero to Zudello, mapping the first tracking category to locations and the second to subsidiaries for comprehensive organizational tracking.
Category Mapping
- Location Mapping: The first tracking category found in Xero is mapped to the
Locationentity in Zudello. - Subsidiary Mapping: The second tracking category is mapped to the
Subsidiaryentity in Zudello.
Field Mappings
Location Fields (First Category)
| Zudello Field | Xero Field | Data Type | Notes |
|---|---|---|---|
| code | TrackingOptionID | String | Option identifier |
| name | Name | String | Option name |
| status | Status | String | ACTIVE if Status is ACTIVE, INACTIVE otherwise |
Subsidiary Fields (Second Category)
| Zudello Field | Xero Field | Data Type | Notes |
|---|---|---|---|
| code | TrackingOptionID | String | Option identifier |
| name | Name | String | Option name |
| status | Status | String | ACTIVE if Status is ACTIVE, INACTIVE otherwise |
Processing Logic
Sequential Processing
The integration processes the first two tracking categories it finds. The first is mapped to Location, the second to Subsidiary, and any additional categories are ignored.
Status Determination
A tracking category option's status in Zudello is determined by its status in Xero. If an option is ACTIVE in Xero, it will be ACTIVE in Zudello. Otherwise, it will be INACTIVE.
Common Tracking Categories
Location Examples
- Departments: Sales, Marketing, Operations
- Offices: Sydney, Melbourne, Brisbane
- Regions: North, South, East, West
Subsidiary Examples
- Legal Entities: Pty Ltd, Holdings, Trust
- Business Units: Retail, Wholesale, Services
- Brands: Brand A, Brand B
Related Documentation
- Invoice - Tracking category usage in invoice processing
- AP Invoice - Location and subsidiary tracking in purchase invoices
- AR Invoice - Location and subsidiary tracking in sales invoices
- Journal - Tracking category references in journal entries
- Supplier - Tracking category configuration for supplier setup
- Customer - Tracking category configuration for customer setup
- Overview - Integration architecture overview