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  1. Invoice Import - Display warning for new contacts being created

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    3 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Appreciate the feedback on invoice import notifications. Hearing how a prompt for new contacts could help keep your monthly utility billing clean and avoid unintentional duplicates is really useful.

    We’ve moved this idea to Gaining support, so the community can now vote and share their own experiences. Any extra context about how this impacts your workflow would be helpful for others reading along.

    We’ll share any updates here as the idea progresses.

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    david watts commented  · 

    this is exactly the kind of thing that's pushed us to build a google sheets add-on for xero imports - it validates every row against your actual account codes, tax rates, and existing contacts before anything gets pushed, so a typo or renamed contact gets flagged instead of silently creating a duplicate. handles invoices, bills, and contacts. question for anyone watching this thread: when a contact doesn't match, would you rather the import block that row, or flag it and let you pick the existing contact? trying to decide the right default.