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New Xero contacts not appearing in Rechargly until invoice created

Alex Millar avatar
Written by Alex Millar
Updated this week

Why new Xero contacts may not appear in Rechargly

When you add a contact in XPM, it may not appear in Rechargly immediately. Rechargly imports contacts from Xero Blue only after a draft or approved invoice exists for that contact.

How to make a new contact appear

  1. Create the contact in Xero Blue (not only in XPM).

  2. Create a draft invoice for the contact β€” this can be for $0.

  3. Go to the Mapping page and click Re-sync contacts.

  4. Your contact should appear within a few minutes.

Our integration also runs an automatic sync every 24 hours, but manual re-syncing gives immediate updates. If the contact still does not appear, try editing any detail in the Xero contact (for example add a full stop) and then click Re-sync contacts again. This forces Xero to register the change.

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