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 new customer
Follow these steps to make sure your customer appears in Rechargly:
Open Xero Blue and go to Contacts.
Click New contact and enter the customer’s details.
Create a draft invoice for the new contact (it can be for $0).
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.