Merge or delete a contact
Join a duplicate into the contact that stays, or delete a contact no document uses.
Step by step
- Open the contact that should stay and choose “More” › “Merge with…”.
- Type a company ID or part of the name into “Find by company ID or name”, and choose “Choose” at the duplicate.
- “Comparison” sets the details of both side by side, in the columns “Stays” and “Merged and deleted”.
- Choose “Merge” and confirm. The documents, templates and to-dos of the merged contact move to the one that stays; its own details are not kept.
- To delete a contact, open it, choose “More” › “Delete” and confirm with “Delete”.
Good to know
A merge cannot be undone. A link or an API call that still uses the merged contact opens the one that stays.
A contact that a document, an expense, a quote, a deal or a recurring invoice or expense uses cannot be deleted. Merge it into another one, or turn off “Suggest on documents”.