Can I import tracking categories from Xero to Zoho Expense?
Yes, you can import Tracking Categories from Xero as Tags to Zoho Expense. Here’s how:
- Log in to Zoho Expense.
- Click Admin View on the left sidebar.
- Go to Settings on the left sidebar.
(OR)
Click Settings in the top right corner of the page. - Go to Accounting & ERP under Integrations.
- Select Xero.
- Click Show Details.
- Click Change Configuration.
- Go to the Tags section.
- Select a tag from the dropdown under the Zoho Expense Tags.
- Select a corresponding tracking category in Xero under the Xero Tracking Categories dropdown.
- Click Save.
Once this is done, the options of the tracking categories in Xero will be imported as the options of the corresponding tags in Zoho Expense. However, the options of a tag in Zoho Expense will not be exported as the options of tracking categories in Xero.
