How to update a customer’s name or email address
If your client has changed their name or email address, you need to update this information through your Xero Blue account. After updating the contact’s billing information in Xero, you can immediately reflect these changes in Rechargly by re-syncing the integration connection. Note that Rechargly automatically refreshes the Xero integration daily, but manual re-syncing allows for immediate updates.
Steps to re-sync your integration
Navigate to the Integration tab in Rechargly
Find the dropdown menu beside the Status column of your Xero connection.
Select ‘Re-sync now’ from the dropdown options.
Wait 2-3 minutes
Your updated contact information will then be reflected in Rechargly.
How to bulk update contacts in Xero
Go to the Mapping page and export customers into a spreadsheet.
Go to Xero XPM or wherever your contacts are stored.
Map the empty Rechargly customer data to your XPM data
Take the exported data and import it into Xero Blue. This will allow you to update multiple contact records at once
Navigate to the Integration tab in Rechargly and refresh the integration