Objective:
- How to merge contacts In Xero.
- How to merge duplicate Contacts in Xero
Environment:
- Xero
Additional Information:
n/a
Procedure:
- Edit the name of the Contact in Clio to be slightly different (add a character)
- Wait for Sync to populate new version of Contact from Clio to Xero
- Merge the pre-existing Xero Contact into the newly synced Contact from Clio:
- Click the checkbox next to the pre-existing Xero Contact
- Click Options
- Click Merge
- Search for the newly synced Contact from Clio
- Click Merge
- Change the Contact name in Clio back to the correct name (once the sync runs the name will be updated in Xero)