Determining duplicate errors
How do I figure out if my contact used on a transaction is a duplicate?
Click the deal's link in the error list
On the transaction's page, look for the un-posted transaction, then select and right click the contact
and paste in your Brokerage's people page
Because a contact is considered a duplicate if it matches 60% or more, you may need to search parts of the name to get more results, like so
Related Articles
New Matching Algorithm (Contact Syncing across all Apps)
Loft47 connects with many other systems you use in your business everyday. Because we hold accounting records it is important that we do our very best not to duplicate contacts between systems. In order to do that we’ve developed a very sophisticated ...Xero Contact Syncing
How profiles in Loft sync to Xero contacts and when When any transaction is posted Loft looks at the contact type and the existing Xero Contact. If the Contact does not exist in Xero, Loft will automatically create the contact in Xero and then link ...Contact types explained
Internal contact types These contacts you use for internal use: Admin - this type can have full or office access to brokerage menus, deals, reports, etc. You would assign your admin or conveyancer to this profile type and then reach out to us to ...Why is my transaction not posting to my accounting software?
Are you finding that a transaction or two are not posting over to Xero/QuickBooks Online? This would be due to batching errors. In this article we outline the following: Activity Page Dashboard Dashboard Breakdown Troubleshooting Errors List of Known ...QuickBooks Online Contact Mapping
When any transaction is posted we will look at profiles and the contact associated with a transaction and look for an existing QuickBooks Online Contact. When the Contact does not exist in QuickBooks Online, the contact is automatically created and ...