Troubleshooting Category Mapping with Square and Xero via Amaka

[Ad9]

I have square connected to xero. In the meditation class sales it has square sales but then under square sales it has meditation classes as well. Amaka have connected the two....how can I get all square sales to go into appropriate areas?

[Laurie_ · Accepted solution]

Hi @Ad9! 

We often get questions about how Square data syncs to Xero through Amaka’s integration. While we can’t provide specific support for the integration itself, I’m happy to point you in the right direction so you can connect with their team for more detailed help.

From what you've described, it sounds like there's some category overlap - for example, meditation classes appears to be showing both under “Square Sales” and again as a sub-category or separate line item. On the Square side, it’s worth checking your item and service setup to see if there’s any duplication, such as having a Category named meditation class and an Item called meditation classes. 

By default, Amaka may sync all Square sales into a general account like “Square Sales” in Xero, unless you’ve customised product or category-level mappings. Once you’ve cleaned up your item names or categories in Square, I recommend reaching out to Amaka directly for assistance in configuring your mapping rules to ensure everything is routed correctly in Xero.

You can reach their support team or browse help articles here.