Finding a Xero Customer

Last updated on May 26, 2017 15:37 by Amy T

If you are struggling to find a Xero Customer in your GoCardless for Xero Dashboard, you must first make sure that you have raised at least one sales invoices for the customer, this can be a draft invoice.

GoCardless for Xero will not see a Xero contact and import them as a customer until there is an invoice.

On our Customers page you can request a new Xero Sync by clicking the Sync Status button at the top of the page. This can take up to five minutes for any new customers to filter through.

If you are still not seeing a customer they may have been archived in GoCardless for Xero.You can see archived by click "View Archived Customer" on the Customers page.

If the customer still cannot be found please get in touch with our support team: helpdesk@directli.co.uk