Once connected to Xero in Business > Settings > Integrations – you can map the Xero Tracking categories to align with the most appropriate entity in Zahara.
You can set one of the Tracking categories to align with Zahara’s projects. Projects are line item level – as you would expect – but provide the full functionality of a Projects module. We recommend always using Projects for actual Projects where you can. However, Zahara’s Project don’t actually align with Xero’s Projects.
Once connected you can go one to create Projects in Zahara which will sync back as new Tracks into Xero.
You can set one of the Tracks to Zahara’s Cost Codes. Our Cost Codes are virtually an exact mirror of a Xero Track. A line level select list that can have any value. If you set one of your Tracks to Cost Codes, we will sync from Xero into Zahara.
If you need to change the mappings at any time, you can swap them over or adjust them. You will receive a warning. We will try to switch the mappings in a way that doesn’t create duplicates or orphans. This might include disabling child elements or deleting them so they can be pulled back from Xero. In this case, we treat Xero as the master source and would never delete anything in Xero.
Choose a day and time for a 30 minute one-to-one Zoom call with one of our specialists. We will show you how Zahara works and explore your key requirements. We will email a confirmation and Calendar entry.
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Discovery Call: Use the links below to schedule a Zoom call with one of our team. You can then tell us what you need and the problems you are looking to solve.