Contacts - Bulk Merge
Would be great to have the ability to bulk merge contacts in Xero rather than having to do this one at a time - would be a great time saver!
Hi team, we're looking into change for contacts taking on board feedback and monitoring usage.
Our team are looking at how we enable a bulk merge functionality in the new contacts view.
I'll share more on updates here with you all. 🙂
Lisa Tong commented
Honestly super annoying to change something that worked into something that now doesn't work. Why? Please put it back the way it was so we can select multiple contacts and then in one click merge with one contact. This is for things like Ubers and bank charges and international bank fees where in Xero it appears as a different contact for every payment and a tidy up is needed once in a while or just 3 or 4 contacts like say petrol stations or chain store where each store has a number on the end but we don't need 30 BPs or Mobil contacts. Next time ask users before changing things for the worse. It's becoming a Xero habit
Caleb Peterson commented
This needs to be brought back ASAP
Sam Gray commented
@Renee and @Andrew, funny that Xero left this page accessible, because I'm sure they don't want people using it given they said they'd removed the merge function because it caused issues (I don't believe that) and wouldn't tell me it was available (albeit hidden) when I was complaining to support that I couldn't find it 😅
Reneê Hall commented
@Andrew Syme, thank you for your suggestion, I used it this morning and it makes a huge difference. I have bookmarked it on my page and now I can easily merge contacts.
Trinity Scott commented
I found the merge function where they moved it to within the individual contact, but it was much handier and much more practical when it was on the top level menu.
Andrew Syme commented
The Bulk merge facility still exists. Its just not attached to the menu.
go to https://go.xero.com/Contacts/Search.aspx
Grace Orrell commented
Bring this back please! Work around by using find and record, and then archiving the contacts that are not used. However not its not ideal.
Especially when you use cash coding - lots of contacts created from the bank statement lines automatically without you realising!
Samantha Green commented
Please bring it back. It was a very useful feature.
Heather Palmer commented
This ability was available and xero removed it, not happy at all that they have done that. Please reconsider users point of view and bring this feature back
Sarah Garland commented
Why did this change? It used to be very easy to use and now it takes way too long to merge. Please change it back!!
Lucie Howard commented
It worked better how it was, why change it. It is now very time consuming
Hannah Adams commented
This is desperately needed as it takes a huge amount of time to merge contacts now. I don’t know why this was taken away in the update!
Pam van Muijen commented
This used to be an option and disappeared in one of the recent updates
Xero Community Team commented
Ability to merge multiple contacts in bulk.
Purpose: To save users time rather than having to do it one by one.