miBilling: How to Merge Contacts in Xero

When and Why to Merge Contacts in Xero

Merging contacts in Xero may be necessary in the following situations:

• Duplicate Contacts: You've accidentally created two contacts in Xero for the same person.

• Family Account Management: You want to consolidate billing under one person (e.g., a father paying for his child).

• Email Mismatch Issues with miStable: Even though the contact already exists in Xero, miStable creates a new one because it couldn't find a match by email.

How to Merge Contacts in Xero

1. After logging in to your Xero account, click Contacts in the top menu and select All Contacts.
2. Scroll down until you find the duplicate contacts with a “1” in their name, then click the contact with the “1”.
3. On the Activity screen of Xero, click the three-dot icon in the top right corner and select Merge from the dropdown list.

4. A Merge transaction history popup will appear, allowing you to merge contacts. Select the contact you want to merge into, then click Merge.

5. The system will ask you to confirm. Click Confirm merge.

3. Go to the Billing section in your miStable Dashboard to map the miStable and Xero contacts. You can follow the mapping guide here.