TrackTik + Xero setup guide

Pamela Calilung
Customer success manager Request support
This integration is available for TrackTik customers globally.

Overview

Connect TrackTik and Xero to start syncing your daily invoices and payroll data as bills.

  • Billing
    • The integration will fetch all the approved invoices at the end of each trading day from TrackTik, and generate a copy for each one of them in Xero. The bill items from TrackTik can be individually mapped to different products and services/accounts during the integration setup.
  • Payroll
    • The integration will fetch all the approved and locked pay runs at the end of each trading day, and generate a bill for each pay run in Xero. The bill line items categorisation format can be customised by adjusting the integration setup options as needed. .

Before you start

How to setup the integration

  1. Browse the integration setup page to get started.
  2. Sign in to your TrackTik account and click allow to grant all relevant permissions.
  3. Authenticate your Xero account by clicking the Connect new account button.
  4. Choose the Xero file you want to connect, then click Allow access.
  5. Follow the wizard to choose your preferred configuration options, mapping and scheduler options to complete the setup of the integration.
  6. Click Save + Continue to finish and activate the integration.
After completing the setup, the new integration will be listed on the app dashboard where you can edit it or start a new one.
Express setup

The integration will automatically apply mapping settings from TrackTik into Xero by creating the following default accounts:

Payroll sync account mapping
Payroll Transactions Xero Account Xero Account Type Account Code Xero Default Account Tax Type (AU) Xero Default Account Tax Type (Global) Xero Default Account Tax Type (NZ) Xero Default Account Tax Type (UK) Xero Default Account Tax Type (US) Xero Default Account Tax Type (SG) Xero Default Account Tax Type (Africa)
Wages TrackTik Direct Wages
  •  
  • Expense (EXPENSE)
TT-30000 GST Free Expenses (EXEMPTEXPENSES) Tax Exempt (NONE) No GST (NONE) No VAT (NONE) Tax Exempt (NONE) No Tax (NONE) No VAT (NONE)
Wages Liability TrackTik Direct Wages Liability Current Liability (CURRLIAB) TT-30001 BAS Excluded (BASEXCLUDED) Tax Exempt (NONE) No GST (NONE) No VAT (NONE) Tax Exempt (NONE) No Tax (NONE) No VAT (NONE)
Billing Sync Account Mapping
Transaction Type Xero Account Xero Account Type Account Code Xero Default Account Tax Type (AU) Xero Default Account Tax Type (Global) Xero Default Account Tax Type (NZ) Xero Default Account Tax Type (UK) Xero Default Account Tax Type (US) Xero Default Account Tax Type (SG) Xero Default Account Tax Type (Africa)
Service Income TrackTik Service Income Revenue TT-20000 GST on Income (OUTPUT) Tax on Sales (OUTPUT) GST on Income (OUTPUT2) 20% VAT on Income (OUTPUT2) Tax on Sales (OUTPUT) Standard Rated Supplies (OUTPUT) Old Standard Rate Sales (OUTPUT3)
Tax Class Mapping
Tax Class Xero Account Xero Account Type Account Code Xero Default Account Tax Type (AU) Xero Default Account Tax Type (Global) Xero Default Account Tax Type (NZ) Xero Default Account Tax Type (UK) Xero Default Account Tax Type (US) Xero Default Account Tax Type (SG) Xero Default Account Tax Type (Africa)
Tax Class Xero Account Xero Account Type Account Code Xero Default Account Tax Type (AU) Xero Default Account Tax Type (Global) Xero Default Account Tax Type (NZ) Xero Default Account Tax Type (UK) Xero Default Account Tax Type (US) Xero Default Account Tax Type (SG) Xero Default Account Tax Type (Africa)
(Users’ Tax Class Names) TrackTik (Users’ Tax Class Names) Current Liability (CURRLIAB) TT-81___ BAS Excluded (BASEXCLUDED) Tax Exempt (NONE) No GST (NONE) No VAT (NONE) Tax Exempt (NONE) No Tax (NONE) No VAT (NONE)
Automated Calculated Tax TrackTik Automated Calculated Tax Current Liability (CURRLIAB) TT-80000 BAS Excluded (BASEXCLUDED) Tax Exempt (NONE) No GST (NONE) No VAT (NONE) Tax Exempt (NONE) No Tax (NONE) No VAT (NONE)
Advanced setup
The advanced setup will allow you to choose your own custom mapping and browse advanced settings.
Recommended for professional bookkeepers and accountants.
Guided setup
Schedule a call with one of our integration experts that will guide you through the setup. Schedule a call now