Merging Contacts in Synkd

1. Navigate to the "Data Manager" menu

2. Search for the contacts in question 

3. Select both of the contacts

4. Press the merge button (as shown in pic)

5. Keep the first created customer on top as it will stay active while the one in bottom will be inactive after merging them

6. After merging, the contact on top will be active and bottom contact will become inactive.

• Related Articles

• The Difference Between Contacts, Customers and Suppliers in Xero

  The Difference Between Contacts, Customers and Suppliers in Xero Xero has three types of data for contacts. They are customers, contacts and suppliers. As a default, all data relating to customers or suppliers are treated as contacts until you sell ...

• Synkd Reports

  Synkd Reports Synkd Reports allows you to review a data based "snapshot" of certain areas of the business. Our Synkd reports are always being improved. To create a report; 1. Navigate to side menu, >  select 'Reports' 2. Select the desired report ...

• Update or Forgotten your Synkd Password

  Update or Forgotten your Synkd Password If you would like to change or have forgotten your password; 1. Open the login screen for Synkd in your browser. https://new.synkd.net/ 2. Select "forgot password" 3. Enter your "email address"  - this will ...

• How to add merchant surcharge in Synkd

  1. Login into  Synkd account > Go to Connect Screen > Select the Settings cog on top left > Select Payments (Shown here in red box) 2. Add the Payment method, clearing account and surcharge values  (step 1) .Then select the Add button on right side ...

• How to Perform a Stocktake in Synkd

  How to Perform a Stocktake in Synkd You will be provided with a Warehouse Sheet Validation Import Tool by Cirralto Support.  It will be prefilled with all your tracked inventory from Synkd.  This sheet will allow you to add missing barcodes, UOM, SOH ...