Help centre · Accounts
How does “Xero changes only on your click” work on the Contact Sync page?
Open this screen in Saral/accounts/contacts-harmonisation
Nothing here changes Xero by itself. Saral may rebuild a golden record, re-cluster, grade a verdict or propose a merge automatically; the moment something would be written to Xero it becomes a proposal or a button, confirmed with exactly what changes in which organisation, and the row says Pushing or Archiving until Xero confirms — never done before. A push writes email, phone, address, VAT number and name; bank details go only once an Admin has approved them on the Bank details tab, and a CIS contact is refused on the server whatever the screen says, because renaming it would corrupt the CIS returns Xero files. Xero's API cannot merge contacts, so a merge is done by a person in Xero's own screen and marked Done here, which re-files Saral's side. Where: Contact Sync (/accounts/contacts-harmonisation).
Not what you needed? Inside Saral, ask Kuku (Alt+K) — if it cannot answer, “Ask a human” sends the question to Saral support with the chat attached.