Xero
Cin7 Core
Real Estate
EquifaxUnmatching an Account
If an Account is linked to the wrong Xero contact, unmatch it and match it again.
When you'd do this
- A match was confirmed in error
- Auto-matching linked the wrong entity in a group of companies
- The Xero contact was merged into another and the link now points at the wrong record
Undo on a row
In the TCC Matching Tool, click the Matched filter, find the row, and click Undo. The Xero contact returns to the Unmatched list with its suggestion recomputed, and Accounts to be Matched goes up by one. Undo also works on Skipped rows, which is how you bring a skipped contact back into the queue.
For Products, Undo also clears the Xero item id from the Salesforce product. Without that, the next sync would see the id and quietly re-pair the two.
Undo an auto-match run
If a scheduled or on-demand auto-match got several rows wrong, don't undo them one by one. Under Automation, click Undo last auto-matched run. It reverts every link that the most recent automatic run applied for this profile, after asking you to confirm. Links you confirmed by hand are left alone.
What unmatching does and doesn't do
It removes the link. It doesn't delete the Salesforce Account, the Xero contact, or any document already raised.
Documents already in Xero stay where they are. If they were raised against the wrong contact, they need correcting in Xero separately. Unmatching prevents future mistakes; it doesn't undo past ones.
Before unmatching, look at what has already been raised against the Account. If invoices exist against the wrong Xero contact, sort those out in Xero first, otherwise the history is split across two contacts with no obvious trail.
After unmatching
Match the contact to the right Account from the tool, or use Search another contact the next time a document is raised. If the wrong link came from a lookalike name, consider whether the pair should be a Needs Review case: tightening the Settings, for example by requiring a postcode, keeps it from auto-matching again.