Rechargly Help Center

Find And Map A Missing Organisation

Steps to troubleshoot when a client or organisation does not appear in your Mapping list, and how to map them correctly in Rechargly.

Written by Alex Millar

Updated over 2 weeks ago

If a client or organisation is missing from your Mapping list, follow these steps in order. Each step links to the relevant screen.

Check Mapping

Go to Mapping page and review the All tab.
Check to see if the client has been skipped during mapping.
Update their status if needed to bring them into your active list.

Check The Excluded Tab On Charges

Go to Excluded tab in the Charges table.
Search for the client or organisation.
If they appear here, they were excluded.
To fix it: tick the box beside the organisation and click Revert organisation.
The client will then appear under Mapping > For Review.

Check Imports For Review

If the client doesn’t appear in Charges, Mapping, or Agreements, check Imports confirm whether the data was imported successfully.