When importing a file, the app attempts to match an existing contact from the connected accounting software to the invoice text. If this matching fails, the app will try to autodetect the contact name, creating a new contact in the accounting software when the invoice is exported.


This process can potentially create duplicate contacts in your accounting software if the contact name is spelled differently in the software compared to the invoice text.


To clarify when a new contact will be created, a warning message can be displayed. There are four different warning types that can be configured:


Warning Types

  1. Never Warn: Never warn before a new contact is created.
  2. Autodetect Only: Only warn before autodetected contacts are created (no warning if the user manually creates a new contact).
  3. Always Warn: Always warn before a new contact is created.
  4. Not Allowed: Do not allow creating new contacts at all.


How to Configure Warning Types

  1. Select "Company Settings" from the main drop-down menu.
  2. Click on "Preferences".
  3. Click on "Edit".
  4. Choose the desired new contact warning type: "Never Warn," "Autodetect Only," "Always Warn," or "Not Allowed"
  5. Save changes.


By configuring the appropriate warning type, you can manage your contact creation process effectively and avoid duplicates.