Xero- Combining Contacts

Tools Required

Xero

Procedure

Part 1: Xero

1. Go to Xero and login
2. Choose the client name from the options
3. In the Contacts menu, select All contacts.
4. Start typing the name of the contact you want to archive into the search box on the right.
5. Select the checkbox next to the contact (or contacts) you want to archive.
6. Click Options, then select Merge.
7. Start typing the name of the contact you want to merge into, then select the contact.
8. Click Merge.

Transactions created before merging the contacts will remain under the original contact name. To change this, edit these transactions and update the contact details.