Quick summary
Merging contacts in Xero lets you consolidate duplicate records into a single, clean entry directly from the Contacts section. This step-by-step process takes under a minute and helps keep your contact list accurate and free of duplicates.
Steps
- On Xero's main dashboard, head over to the top menu bar and click 'Contacts'.
- Select 'All Contacts' from the list of options.
- Tick the checkbox beside each contact you wish to merge.
- Click the 'Merge' option to proceed.
- Specify where you wish to merge the selected contacts, then click 'Merge'.
- Tap 'Confirm Merge' to finalise the action.
- The selected Xero contacts will be successfully merged based on your input.
