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How To Add a Missing Customer In Recharges

Steps to find a customer that's missing in Rechargly but it's visible in Xero

Written by Jazmin Aldana

Follow these steps to make sure your customer appears in Rechargly:

  1. Open Xero and go to Contact page

  2. Find the Contact that is missing in Rechargly

  3. Modify any field and hit save in Xero

  4. Go to back to the Mapping in Rechargly.

  5. Open the dropdown menu and click Re-sync contacts.

Your new customer should now appear in Rechargly within a few minutes.

Still not showing?

Sometimes Xero is a bit slow to update. If your customer still isn’t showing:

  1. Open the contact in Xero Blue.

  2. Click Edit, change any detail (even adding a full stop is fine), then save.

  3. Re-sync from Rechargly again.

This forces Xero to recognise the update and helps Rechargly pull the contact through.

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