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.
Related Articles
XERO - Back End Settings in printIQ
Invoice status passing to Xero When invoices are exported from printIQ, these setting’s control the status of sales and supplier invoices imported into Xero. Yes, the invoices will import into Xero under ‘Draft’ status. No, the invoices will import ...Xero Integration - Workflow and FAQ
Workflow Workflow tends to vary from business to business depending on how you prefer to operate. Generally, printIQ and Xero will interact as follows: Customers / debtors Sales invoices are generated and emailed out of printIQ. Data from each ...Xero Export Failed - Duplicated Contact number
Error generated while exporting invoices to Xero. "Another contact has this contact number. Please enter a different contact number". In order to export information from printIQ to Xero the contact information needs to be the same in both programs. ...User Positions
User Positions, Roles and Details Setup & Admin This article describes the tools available for managing user accesses. It covers User Positions, User Details and User Roles. There are three user types – Staff, Customer and Supplier: Customer users ...Control 'Item Code' source data on an invoice QBO
The QBO integration sees the GL account passed at the invoice header level and not the line item. The direction we received from QBO was to use their Item Code to define the product/service. The item code is pre-defined in QBO and you set a GL code ...