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1. Contact | Merge - Retain contact and financial details

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   submitted  ·  1 comment  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Samantha Green commented  ·  14 February, 2023  ·  Edit…  ·  delete…

   When merging contacts within Xero if the contact you are merging has a gocardless mandate - carry it across to the new combined contact.

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   Samantha Green supported this idea  ·  14 February, 2023