How do I use Xero tracking categories?

Xero Tracking Categories Filter your metrics with your Xero Tracking Categories

Xero tracking categories can be used to filter your metrics coming in from Xero to Visible. To get started, click into your Xero integration in Visible as shown below: 

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Next, click Edit integration (shown above). From here, we will display the metrics coming in from your Xero connection (as a note, you can also set up tracking categories when connecting Xero for the first time). 

Navigate to the respective metric and click the drop-down arrow as shown below: CleanShot 2022-09-14 at 09.33.53@2x From here, select the tracking categories you'd like to include and click Save as shown below: 

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