If a customer isn’t appearing in Rechargly, it usually means they haven’t been invoiced yet in Xero Blue - or the sync hasn’t pulled them in properly. Here’s how to fix it:
1. Check if they’ve been invoiced in Xero
Rechargly only shows contacts after they’ve had their first invoice created in Xero. Make sure you’ve created the contact in Xero and created a draft invoice. Follow this guide: How to add a new customer in Rechargly
2. Re-sync contacts in Rechargly
Once the invoice is created, head back to Rechargly to update your contact list:
Go to the Mapping tab
Click the dropdown in the top right
Select Re-sync contact
The contact should appear within a couple of minutes.
3. 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.