Trackabi + Xero Integration

Connect Trackabi to Xero in 1 click

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1.
  • Trackabi
    Member is assigned to project in Trackabi
  • Trackabi
    Client is created in Trackabi
  • Trackabi
    Project is created in Trackabi
  • Trackabi
    Project task is created in Trackabi
  • Trackabi
    Time sheet entrey is created in Trackabi
  • Trackabi
    Leave is created in Trackabi
  • Trackabi
    Member is created in Trackabi
  • Xero
    Contact is created/updated in Xero
  • Xero
    Contact (supplier) in Xero
  • Xero
    Sales Invoice is created/updated in Xero
  • Xero
    Expense claim receipt is created/updated in Xero
  • Xero
    Payment is created/updated in Xero
  • Xero
    Quote is created/updated in Xero
  • Xero
    Account is created/updated in Xero
  • Xero
    Item is created/updated in Xero
  • Xero
    Purchase Order is created/updated in Xero
  • Xero
    Bill is created/updated in Xero
  • Xero
    Bank Transfer is created in Xero
  • Xero
    Journal is created in Xero
  • Xero
    Bank Transaction is created/updated in Xero
  • Xero
    User is created/updated in Xero
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2.

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Trackabi + Xero Integration

Create Xero task for new Trackabi task

Have you ever wished that you could sync your Trackabi task with your Xero task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in Trackabi, a matching task will be created in Xero. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your Trackabi and Xero accounts.
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Xero + Trackabi Integration

Create Trackabi project from new Xero account

If you're using Trackabi to track time and work hours, it's important to create separate project for each account you're working for.

When you create a company in Xero, use this automation to create a project in Trackabi. This will help keep your time tracking organized and easy to access.
Xero + Trackabi Integration

Create Trackabi contact from new Xero contact

If you're using Xero and Trackabi to track time for your projects, you'll want to make sure that the contact you create in Xero is also created as a contact in Trackabi.

This will ensure that time tracked for that contact is attributed to the correct contact in Trackabi, and that you can easily generate reports and invoices for them.

But having to do this manually can be a lot of a pain. But never fear, there's an easy way to fix this! Just activate this automation, connect the accounts and you are all set.
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Trackabi
Trackabi
Trackabi is a time tracking, employee monitoring & leave management tool with web, desktop & mobile apps. It offers automated timers, screenshots, GPS tracking, invoicing, project planning, and gamified productivity.
Xero
Xero
Xero lets you do your books from anywhere - on the go, at home or in a store. It's easy to track and manage your business finances with critical accounting features that automatically update so you always know where you stand.