The Merge Lists tool lets you map your existing list items - such as categories and taxes - to the list items from your new accounting software. This preserves any rules set up for suppliers and customers, and keeps the categories previously applied to your items, so they continue to work after the change.
Important: Only Admin users can access the Accounting software section in Business settings. Accountants and bookkeepers accessing a client's Dext account have Admin access by default.
When to use Merge Lists
Use the Merge Lists tool when:
Connecting a Dext account that wasn't previously connected to an accounting software
Switching from one accounting software to another (for example, Xero to QuickBooks Online)
Disconnecting a Dext account from an accounting software and returning to an unconnected state
Switching to a different organisation within the same accounting software
To move from one accounting software organisation to another within the same accounting software while preserving your list items, follow these steps in order.
Go to Business settings > Connections.
Select Manage next to the connected accounting software, then select Disconnect.
When prompted, select Keep the data I have in my lists now. This saves your current lists as they are, so you can map them to the new accounting software organisation after connecting.
Connect the Dext account to the new accounting software organisation.
Follow the Merge Lists steps below.
Note: If you use Change connection or Reconnect to switch to a different accounting software organisation, the Merge Lists button will not appear, and your existing rules and codings will break. Contact Dext support if you need help restoring your data.
How to merge lists
Go to Business settings > Connections.
Select Manage next to the connected accounting software, then select Merge Lists.
Review what the process does in the Merge Lists window, then select Continue.
You'll be taken through each available list.
For each list, your old items appear on the left. Use the dropdown on the right to select the matching item from your new accounting software. You can map some items and skip others - select Skip to move to the next list without mapping, or select Continue when you're done with each list.
Once you've worked through all the lists, the merge is complete. Your supplier and customer rules are preserved and will work with your newly mapped list items.
You can view your lists at any time by going to Business settings > Lists in the left sidebar.