Xero allows you to track up to two custom sales categories in your invoices. Automatically send category information from Vinsight to Xero to make the most of this feature.
In the following example, we track the Vinsight contact category, ‘market’ and the Vinsight product category, ‘brand’, by firstly, setting them up as categories in Xero and secondly, selecting them from the ‘Categories as Tracking Codes’ drop down list in our Xero Configuration.
Once selected, these categories will automatically appear on your Xero invoices.
For detailed instructions on setting up the categories in both Xero and Vinsight see Sending Tracking Codes to Xero