Tailoring the right solution for each business is what we are passionate about. Based on an initial chat with you, we'll be able to prepare a unique proposal for you and your business. We are based in Brisbane
Take a moment to connect with us using the form below, or call us directly on:
1300 255 337 (Mon. to Fri. 10 am - 4 pm):
As you have probably noticed, there is not a delete button in Xero contacts. This annoys a lot of users when they want to clean up contacts that were created by mistake.
To ensure that no information is lost through an accidental click of a button, or a rogue employee, there is very little data in Xero that can be permanently deleted. It also means that if mistakes are made, there is a record of what the mistake was, when it was made, and who made it.
But there are a few workarounds that will allow you to clean up your contacts
Archive Unwanted Contact
The contact will no longer be available for transactions (e.g. invoices or bills) when archived. Users have two options to archive a contact
Open the contact, click Options and then Archive
Select multiple contacts and click Archive
Merge Unwanted Contact
This is probably the most effective way to clean up your contacts. Create a new contact called ‘Deleted Contacts’, and then select the unwanted contacts and click Merge.
In the Find Contact field, type ‘Deleted Contacts’, choose the contact, and click Yes
Then find the ‘Deleted Contacts’ card and archive it.
Next time you need to delete contacts, just select ‘Restore Contact’ from Archive and merge the unwanted contacts again.
Xero Contact Link
By merging contacts and archiving, all linked Invoices, Bills, Spend and Receive money transactions will not be deleted and will remain linked to the merged contact.