XERO Tracking Codes
Exporting Tracking Codes from printIQ to Xero
printIQ provides functionality to export tracking codes into Xero’s Reference fields, allowing you to pass key job and sales details directly to your Xero invoices.
Important Notice
To enable this feature, customers must contact the printIQ Support Team. This functionality is not available by default.
Tracking Code Fields
There are two tracking code fields available for mapping reference details to Xero. These fields can include information from:
Job Details Page
Sales Item
Examples of commonly used fields:
Quote Number
Customer on Quote
Default Contact on Customer in Quote
References
Any field linked to the Job Details or Sales Item can be configured as a tracking code.
Configuration Options
Tracking code fields can be set up in two ways:
Free-Type Fields - Users can add or edit values imported from printIQ before sending them to Xero.
Drop-Down Selectors - Pre-populated with approved values to ensure accuracy and prevent incorrect details from being exported. These fields are uneditable by users.
Setup Process
Currently, the contents of drop-down tracking code selectors must be configured by printIQ Support.
Please contact us with your requirements for the values you want included in the tracking code columns.