Recurly

Recurly is an enterprise-class subscription billing management platform that helps businesses manage recurring revenue, billing, and subscription lifecycles. By integrating Recurly with SegMetrics, you can track payment performance, gain comprehensive marketing insights, and optimize your subscription business for maximum growth.

Integration overview

SegMetrics integrates with Recurly to import your complete subscription billing history, providing detailed analytics on recurring revenue performance and customer lifecycle management. The integration pulls transaction data, subscription information, and customer details to give you comprehensive insights into your subscription business.

Key benefits:

• Complete historical import of all Recurly transactions and subscriptions
• Real-time synchronization of billing events and payment processing
• Revenue attribution across different customer touchpoints and marketing channels
• Comprehensive subscription analytics including MRR, churn, and customer lifetime value
• Support for all Recurly transaction types including one-time payments, subscriptions, refunds, and failed payments

Data imported includes:

• One-time and single payment transactions
• Recurring subscription payments and billing cycles
• Failed payment attempts and dunning management
• Refunded transactions and credit adjustments
• Customer profiles and subscription details
• Plan changes and subscription modifications

Connecting Recurly to SegMetrics

To connect Recurly with SegMetrics, you'll need to generate a Private API Key from your Recurly account and enter it into SegMetrics.

Step 1: Generate your Recurly Private API Key

1. Log into your Recurly account
2. Navigate to Developer > API Keys in your Recurly dashboard
3. Generate a new Private API Key if you don't already have one
4. Copy the Private API Key for use in SegMetrics

For detailed instructions on generating your API key, refer to Recurly's API key documentation.

Step 2: Connect in SegMetrics

1. Navigate to your SegMetrics Integrations page
2. Select the Recurly Integration option
3. Enter your Recurly Private API Key in the provided field
4. Click "Connect Recurly" to establish the integration

Step 3: Data import begins

Once connected, SegMetrics will automatically begin importing all of your historical Recurly transaction data. This process provides you with immediate access to comprehensive revenue analytics and subscription performance metrics.

Understanding Recurly data in SegMetrics reports

Recurly subscription and payment data appears differently across SegMetrics reports depending on the customer activities and timeframes you're analyzing. Understanding these distinctions is essential for accurate revenue reporting and analysis.

Revenue attribution by report type

• Acquisition Reports show revenue and customers from NEW customers only.
• Nurture Reports show revenue from customers who received tags or list additions.
• Engagement Reports show revenue from customers who interacted with your website.
• Orders Reports show ALL revenue regardless of customer status or engagement.
• Subscriptions Reports show revenue from customers who started subscriptions.

Viewing your Recurly data

To analyze your subscription performance:

1. Navigate to a new Orders report
2. Select your desired date range to view Recurly transaction data
3. Apply filters to segment by subscription plans, customer types, or revenue categories
4. Analyze trends across different time periods to identify growth patterns and optimization opportunities

Frequently asked questions

Q: How long does the initial Recurly data import take?

A: Initial import time varies based on your transaction volume and subscription history. Most integrations complete within a few hours, though larger datasets with extensive transaction histories may take longer. You'll be notified when the import is complete.

Q: Can I connect multiple Recurly accounts to SegMetrics?

A: Yes, you can integrate multiple Recurly accounts to SegMetrics, allowing you to consolidate subscription data across different businesses, brands, or projects within a single analytics dashboard.

Q: Will connecting to SegMetrics affect my Recurly account security?

A: No, SegMetrics maintains robust security protocols and uses read-only API access to ensure the confidentiality and integrity of your Recurly data. The integration only accesses necessary billing and transaction information.

Q: How frequently does SegMetrics sync with Recurly?

A: SegMetrics automatically syncs with Recurly on a regular basis, ensuring up-to-date payment information, subscription changes, and billing events are reflected in your analytics for real-time business insights.

Q: Does SegMetrics support Recurly's latest 2024-2025 features?

A: Yes, SegMetrics integrates with Recurly's current API infrastructure, supporting their latest subscription management features including entity assignment, alternate email templates, enhanced proration options, and advanced revenue recognition capabilities introduced in recent updates.

Still need help? Contact our support team for assistance with your Recurly integration.

Note: This documentation was verified against Recurly's current API capabilities and platform updates. Recurly continues to enhance their subscription billing platform - refer to Recurly's official API documentation for the most current technical specifications and feature details.