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, great news! Merge, as I mentioned in my last update is now available to everyone.
Go to your contacts All list, select your contacts and you'll see an option to 'Merge' show above - See help in Xero Central
While it's not possible to merge through import if this is something you feel could really add value, you're welcome to start a new idea and we can view of the support in that, too. 🙂
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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!!
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Lucie Howard commented
It worked better how it was, why change it. It is now very time consuming
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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!
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Pam van Muijen commented
This used to be an option and disappeared in one of the recent updates
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AdminXero Team (Admin, Xero) commented
Ability to merge multiple contacts in bulk.
Purpose: To save users time rather than having to do it one by one.