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How to align your Tracking Categories using Mayday HQ

How to use Mayday HQ to align Tracking Categories across your Orgs

Andrea Sellers avatar
Written by Andrea Sellers
Updated over a month ago

The Tracking Categories page allows you to view and modify the set of Tracking Categories in each Org within your group.

Once you've set an Org to be Primary (see this article for more details), Mayday HQ compares every other Org to the Tracking Categories and Tracking Options in the Primary and shows you where they align and where they differ sing a colour coded grid

In the above example, we can see that every Org has all the same options set for the "Departments" category, but only some entities have the options for "Mayday Entities" category configured.

We can easily resolve this in a couple of ways:

  • We can create a particular tracking option in each org using this option from the left-hand cell:

    And then saving the changes:

  • We can create a specific option by clicking on that cell:

    And then saving the changes:

Where an Org has less than 2 active Tracking Categories, we can create a missing Category and all its Options in one-go using the red cross highlighted here:

And saving the changes:

Clicking "Save Tracking Categories" will write the changes back to Xero.

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