If you can’t find a customer in Rechargly, it’s likely because they haven’t been invoiced yet in Xero Blue.
Why is this happening?
Rechargly pulls customer data from Xero Blue’s contact list — but only once a draft or approved invoice has been created for that contact. Until then, they won’t show up in the mapping.
How to add a missing customer from Xero to Rechargly
Follow these steps to make sure your customer appears in Rechargly:
Open Xero Blue and go to Contacts.
Find the New contact and modify any field
Hit save in Xero
Go to Mapping in Rechargly.
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:
Open the contact in Xero Blue.
Click Edit, change any detail (even adding a full stop is fine), then save.
Re-sync from Rechargly again.
This forces Xero to recognise the update and helps Rechargly pull the contact through.