KCS - How To Merge Contacts In Xero

Objective:

  • How to merge contacts In Xero.
  • How to merge duplicate Contacts in Xero

Environment:

  • Xero

Additional Information:

n/a

Procedure:

  1. Edit the name of the Contact in Clio to be slightly different (add a character)
  2. Wait for Sync to populate new version of Contact from Clio to Xero
  3. Merge the pre-existing Xero Contact into the newly synced Contact from Clio:
    1. Click the checkbox next to the pre-existing Xero Contact
    2. Click Options
    3. Click Merge
    4. Search for the newly synced Contact from Clio
  4. Click Merge
  5. Change the Contact name in Clio back to the correct name (once the sync runs the name will be updated in Xero)

 

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