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Xero Invoice with Tracking Categories

  • 12 December 2020
  • 2 replies
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So I have the Xero plug in and all the things.  Right now, it creates the invoice, but I still have to go in an adjust the tracking category and the account.

I was playing around with one of the Filters …. and I could maybe Extract the tracking cat from the item name, but I would need to filter out the other words … 

Or … maybe I could create a path…. where if the item has this name in the title it would have this tracking cat … or … maybe I should have different zaps for each cat …. seems excessive though.

This seems to be something very simple, but I’m just too new to figure it out.  Can someone point me in the right direction?

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Best answer by AmandaAdama 12 December 2020, 21:58

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I think I’ve got it actually … I’m not sure if it’s the best way to do it, but I used Split Text and used all words as separate options ... and then outputted them in the right order … so … i guess it’s working now.

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Thanks for sharing, @AmandaAdama ! Glad you got this workflow squared way!