What data we access
The diagram below explains what data we send and receive from Xero.
When you sign up to Rechargly, you are shown what endpoints we access:
Detailed explanation of each end-point
Endpoint | Description | Documentation |
Settings | We access organisational information like currency, country code, entity, and company name. | Xero Organisation documentation [link] |
Invoices & Attachments | We create an invoice and reconcile the transaction when the payment is detected. | Xero Organisation Invoices endpoint documentation [link] |
Transactions | Scan your software transactions and ensure the correct amount is recharged. | |
Contacts | To access the name and email address of the contacts to be recharged. | Xero Bank Transactions endpoint documentation [link] |
Can we limit the scope of data access to only what is necessary?
Yes, we only have access to the endpoints we need access to. We don’t have access to sensitive information such as payroll or personal employee information. We limit our data access to only what is essential for the recharging and reconciliation. This typically includes bills, transactions, attachments for recharging, and invoices for setting up recurring invoices and reconciling the payment when the money comes in.
Updating data from Xero
Why doesn't a new contact appear?
New contacts in Xero don't appear as a customer in Rechargly until an invoice has been created. To resolve this, you can do the following:
Create a contact in Xero Blue that you wish to add to Rechargly.
Create a draft invoice with the contact.
Refresh your Rechargly Integration.
Your contact should appear.
Do I need to sync manually every time?
Your integration automatically syncs every 24hrs. If you wish to do this manually, you can sync in the Rechargly Integration tab.
Do I have to sit and wait for the sync to finish?
You can leave the sync screen at any time and continue to work in Rechargly. It shouldn't take more than a few minutes.