Knowledge Base
FAQ – Contacts
Last updated on July 11th, 2024
General Questions
Q: Can I delete a customer/supplier in Gojee?
A: Customer and supplier contacts cannot be archived or deleted from within Gojee due to limitations with how they are handled in Xero. If you are looking to remove an old contact, you may archive or merge the contact in Xero. Xero does not provide deletion of contacts. You should be able to view Xero’s contact list here: Xero Contacts
Q: What happens if a contact is archived or merged?
A: When a contact is archived/merged in Xero, the old contact will be archived in Gojee once it syncs with Xero (either overnight or manually). Archived contacts cannot have invoices/POs/quotes created and assigned to them, and any job that contains an archived contact is unable to have its details updated until the contact is changed – though you can mark the job as “complete”. Gojee will not modify existing jobs to migrate to the new contact if two contacts are merged in Xero.
Import and Sync
Q: I imported my contacts to Xero. When syncing my contacts across from Xero into Gojee, why are my suppliers under the “Customer” group?
A: In Xero there is a differentiation between a Contact and a Supplier and this information is necessary to understand the synchronisation with Gojee.
In Xero, a contact is treated as a “supplier” when they have a transaction such as a supplier bill linked to the contact in Xero. Gojee will recognise this and automatically assign these noted suppliers in Xero as suppliers in Gojee, rather than as customers.
If there is a contact in Xero you would like to mark as a supplier (without firstly creating a supplier bill or similar), there is not currently a way to do this in Xero. In Gojee, you can do this manually. As Gojee syncs with Xero, the Contact will be pulled into Gojee and show only in the “Customers” side of the contact list. Click on the contact to edit it, and then click on the toggle to “mark as a supplier”:
This process will enable you to use the contact as a supplier in Gojee. Marking them as a supplier is an easy step, and you’ll then be able to upload their entire supplier catalogue as a CSV. Once you create your first supplier bill for the contact in Gojee, the contact will automatically be marked as a supplier in Xero also.
