It is very easy to merge contacts in Xero. Here’s a short tutorial on how to do it in simple steps:
- On Xero's main dashboard, head over to the top menu bar and click 'Contacts'.
- Select 'All Contacts' from the list of options.
- After that, tick the checkbox beside the contacts you wish to merge.
- Click the 'Merge' option to proceed.
- Specify where you wish to merge the selected contacts, then click 'Merge'.
- Subsequently, tap 'Confirm Merge' to continue.
- After completing these steps, the selected Xero contacts will be merged based on your input.
