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:
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
How to merge lists
You can access Merge Lists from Business settings > Connections, either via the Merge button that appears after disconnecting, or via Manage > Merge Lists after connecting to new accounting software.
When connected to new accounting software
Use this when you've just connected or reconnected and want to map your existing Dext lists to your new integration.
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 - Categories, Taxes, Products, and Projects. Your old items appear on the left. Use the dropdown on the right to select the matching item from your accounting software.
Select Skip to move to the next list without mapping, or 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.
When no longer connected to accounting software
Use this when you've disconnected and want to decide what to do with your existing Dext lists.
Go to Business settings > Connections.
Select Merge in the Accounting software section.
In the Merge list data window, choose what you want to do with the lists from your accounting software:
Merge my List data - takes you through the per-list mapping steps above to combine your existing Dext lists with those from your accounting software. Supplier and customer rules are preserved.
Replace my current Lists - replaces your existing Dext lists with those from the previously connected accounting software. Note that Products/Services and Projects 2 cannot be merged and will be overwritten.
Don't use them - dismisses the merge without making any changes to your lists.
Select Continue.
You can view your lists at any time by going to Business settings > Lists in the left sidebar.