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  1. Contacts - Permanently delete if no records

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    67 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing how we can make managing contacts in Xero more efficient. We understand the need to keep your contact list clean and uncluttered, and how being able to fully remove unused or duplicate contacts would help simplify things.

    At this stage, permanent deletion of contacts isn’t in the pipeline. That said, your feedback has been shared with our product team as part of ongoing conversations around improving contact management.

    For now, you could create a “Deletion Contact” in Xero and merge any unwanted contacts into it before archiving. It’s a quick way to clean up without having to archive each one separately and minimise clutter.

    We appreciate your input and your continued partnership as we work to improve the experience, and we’ll keep you posted if there are any updates.

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    Karsten Brast commented  · 

    I tried to import contacts from Hubspot. It did not go like expected in the first round since there was a confusion with contact vs company vs primary contact. As a result of it, I have hundreds of contacts in XERO that are simply not properly imported. I fixed the issue on the Hubspot side since there is more flexibility. Then I thought, I simply delete the contacts that are imported not properly. It does not work, I could only archive them. I did it, and now I get this: "The matching Xero contact for this HubSpot record was deleted. This integration doesn't recreate deleted records. You'll need to manually recover or recreate the record in Xero to start syncing." - It makes absolutely no sense to not be able to delete contacts without transaction. Now I have to live with this mess in my contacts. Honestly, I am very irritated.

    Karsten Brast supported this idea  ·