If your client has changed their name or email address, you’ll 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 manually re-syncing your integration. While Rechargly automatically refreshes the Xero integration daily, a manual re-sync applies the changes right away.
Steps to re-sync your integration
Go to Mapping.
Open the dropdown menu and select Re-sync Contact.
Your updated contacts should appear within a couple of minutes.
Your updated contact information will then appear in Rechargly.
How to bulk update contacts in Xero
Go to the Mapping page in Rechargly and export your customers into a spreadsheet.
Go to Xero XPM or your preferred contact management source.
Map the empty Rechargly customer data to your XPM data.
Import the updated spreadsheet into Xero Blue to update multiple contact records at once.
Return to Mapping.
Open the dropdown menu and select Re-sync Contact.
Your updated contacts should appear within a couple of minutes.
Pro Tip: For large updates, always back up your customer data before importing to Xero to prevent overwriting or duplicate records.