TrackfoldBulk archive tracking options in Xero
Finish a project without leaving its options in every new transaction dropdown. Archive a reviewed set, and keep the previous status for undo.
Tracking option guides
Choose the change you need, then review it before writing to Xero.
Import tracking options from CSV into Xero
Use a spreadsheet to prepare new option names or rename existing ones across the categories you already have.
Delete unused tracking options in Xero
Remove options you are certain you will not need again. Use archive for options you might restore later.
What Trackfold does
Tracking options archived, restored, renamed or imported in one reviewed job, with a result CSV and Undo for 30 days.
Who it is for: Bookkeepers and accountants whose Xero tracking categories have filled up with old projects, closed branches or last year’s departments, or who have a new list of options in a spreadsheet.
Start free with XeroCompare plans
Free to connect and preview. First 3 changed options free, then $39 for 7 days or $19 a month, excl. VAT/sales tax.
Three steps
Sign in with Xero
You sign in on Xero’s own page and choose the organisation. Trackfold never sees your Xero password.
Choose options or upload a file
Filter and tick options, or upload a CSV or Excel file. The preview shows every before and after.
Type the phrase to run
Type the phrase shown, such as ARCHIVE 37. Results per row, a result CSV and Undo for 30 days.