Step 1: Create locations or tracking categories in Xero

  1. Login to your Xero account.

  2. Click your company name.

    For example, Spa Bliss.

  3. Click Settings and then click Looking for advanced settings?

  4. Click Tracking categories.

  5. Click Add Tracking Category.

  6. In the Tracking category name box, enter Locations.

  7. In the Category options box, enter the center names.

    Keep this information handy to map the category options as location names in Zenoti.

  8. Click Save.

Step 2: Configure location details in Zenoti

  1. Navigate to the Integrations tab as follows,
    a. At the organization level, click the Admin icon.
    b. Under Organization, click Organizations or Centers.
    c. On the Manage Organizations or Manage Centers page, click Integrations.

  2. Expand the Accounting tab.

  3. Expand the Configuration tab and navigate to the Account section.

  4. Switch on the Multi-Location toggle.

  5. Navigate to the Sync section and click Save.

  6. Expand the Locations tab.

  7. In the Mapped Location box, enter the category name that you’ve entered in QBO.

  8. Click Save.

  9. Expand the Manual Sync tab.

  10. Click Get to sync the locations.

  11. Expand the Locations tab and verify that the QBO Location is updated, and the Active toggle is switched on.

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