Keeping your contact list clean in Xero is essential for accurate records and smooth bookkeeping. If you’ve created duplicate contacts, you can merge them so that all transactions are consolidated under a single contact.
Follow the step-by-step guide below to merge duplicate contacts in Xero.
Step 1: Go to Your Contacts List
Log in to your Xero account, then go to Contacts > All Contacts from the top navigation bar.
Step 2: Select the Contact You Want to Remove
Find the duplicate contact you no longer want to keep.
- Click on the contact (e.g., Bayside Wholesale)
- Click Merge
Note: The selected contact will be archived after merging.
Step 3: Choose the Contact to Merge Into
A dialog box will appear explaining that the selected contact will be archived and its transaction history will be merged.
- Search for the contact you want to keep (e.g., Bayside Club)
- Select it and click Merge
Step 4: Confirm the Merge
Xero will ask you to confirm the action.
- Click Confirm Merge
⚠️ This action cannot be undone, so make sure you select the correct contact.
Step 5: Done
Once completed:
- The duplicate contact is archived
- All transactions are merged into the selected contact
Your contact list is now cleaner and more organized.
Next Step: Sync with Receipt AI
After organizing your contacts in Xero, you can sync them with Receipt AI.
- Go to the Vendor page in Receipt AI
- Click Sync
This ensures your contact data stays up to date in Receipt AI.
Try Receipt AI today to automatically keep your vendors clean and up to date.
