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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.

    Paul Underwood supported this idea  · 
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    Paul Underwood commented  · 

    We encountered an issue when connecting our CRM to Xero—it imported over 4,000 contacts, though we only have about 200 customers and 200 suppliers. I need help using groups or smart lists to manage and potentially delete the approximately 3,600 excess contacts.

    While integration with third-party solutions is valuable, we need proper safeguards in place to prevent dirty data.