{"id":32053,"date":"2026-09-03T14:45:22","date_gmt":"2026-09-03T14:45:22","guid":{"rendered":"https:\/\/synder.com\/help\/?p=32053"},"modified":"2026-09-03T14:45:24","modified_gmt":"2026-09-03T14:45:24","slug":"how-to-automate-xero-categorization-with-synder-smart-rules-video","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/how-to-automate-xero-categorization-with-synder-smart-rules-video\/","title":{"rendered":"How to Automate Xero Categorization with Synder Smart Rules (Video)"},"content":{"rendered":"<p><strong>Note:<\/strong> This video walks through building a Smart Rule that automatically applies <strong>Xero tracking categories<\/strong> to your synced transactions &#8212; the Xero equivalent of classes and locations &#8212; based on conditions you set. It also covers how Smart Rules work in general.<\/p>\n<p><iframe loading=\"lazy\" width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/AT8FH7Bvlhs?si=DqqYIx7_a9L_k1CG\" title=\"YouTube video player\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p><a href=\"https:\/\/synder.com\/contact\/\"><em>Reach out to the Synder Team<\/em><\/a> via online support chat, phone, or email with any questions you have &#8211; we&#8217;re always happy to help you<\/p>\n<div class=\"cf-cta-snippet cta74541\" website-id=\"11040\" cta-id=\"74541\"><\/div>\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Note: This video walks through building a Smart Rule that automatically applies Xero tracking categories to your synced transactions &#8212; the Xero equivalent of classes and locations &#8212; based on conditions you set. It also covers how Smart Rules work in general. Reach out to the Synder Team via online support chat, phone, or email [&hellip;]<\/p>\n","protected":false},"author":2320,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","footnotes":""},"categories":[1,461,264],"tags":[],"ppma_author":[471],"class_list":["post-32053","post","type-post","status-publish","format-standard","hentry","category-video-tutorials","category-xero-accounting-integration","category-smart-rules"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Automate Xero Categorization with Synder Smart Rules (Video) - Synder<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/synder.com\/help\/how-to-automate-xero-categorization-with-synder-smart-rules-video\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Automate Xero Categorization with Synder Smart Rules (Video) - Synder\" \/>\n<meta property=\"og:description\" content=\"Note: This video walks through building a Smart Rule that automatically applies Xero tracking categories to your synced transactions &#8212; the Xero equivalent of classes and locations &#8212; based on conditions you set. It also covers how Smart Rules work in general. Reach out to the Synder Team via online support chat, phone, or email [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/synder.com\/help\/how-to-automate-xero-categorization-with-synder-smart-rules-video\/\" \/>\n<meta property=\"og:site_name\" content=\"Synder\" \/>\n<meta property=\"article:published_time\" content=\"2026-09-03T14:45:22+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-09-03T14:45:24+00:00\" \/>\n<meta name=\"author\" content=\"anthony\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"anthony\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How to Automate Xero Categorization with Synder Smart Rules (Video) - Synder","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/synder.com\/help\/how-to-automate-xero-categorization-with-synder-smart-rules-video\/","og_locale":"en_US","og_type":"article","og_title":"How to Automate Xero Categorization with Synder Smart Rules (Video) - Synder","og_description":"Note: This video walks through building a Smart Rule that automatically applies Xero tracking categories to your synced transactions &#8212; the Xero equivalent of classes and locations &#8212; based on conditions you set. 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