How to Merge Contacts in Xero
- George Apostolov
How to Merge Contacts in Xero: step-by-step guide
On Xero's main dashboard, head over to the top menu bar and click 'Contacts'.
Select 'All Contacts' from the list of options.
After that, tick the checkbox beside the contacts you wish to merge.
Click the 'Merge' option to proceed.
Specify where you wish to merge the selected contacts, then click 'Merge'.
Subsequently, tap 'Confirm Merge' to continue.
After completing these steps, the selected Xero contacts will be merged based on your input.
Quick answer: To merge contacts in Xero, navigate to Contacts and select All Contacts from the top menu. Tick the checkboxes next to the desired contacts, click Merge, specify the merge location, and click Merge again. Finally, tap Confirm Merge to successfully combine the selected contacts.
About this Xero tutorial
Combine duplicate records seamlessly by merging contacts in Xero. Select your contacts, choose the merge location, and confirm the action. This guide shows how to merge Contacts in Xero in 7 steps, starting with "On Xero's main dashboard, head over to the top menu bar and click 'Contacts'" and finishing with "After completing these steps, the selected Xero contacts will be merged based on your i...". The interactive demo above is a click-through copy of the real Xero interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to merge Contacts in Xero?
7 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Xero data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Xero. Related guides: How to Pay a Bill in Xero, How to Pay an Invoice in Xero and How to Pay Multiple Bills in Xero. Last reviewed 05 Oct 2026.
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