How to integrate with Recurly

You will learn

Learn how to integrate Recurly with Klaviyo in order to personalize and target emails based on invoice and payment data from your customers. Klaviyo syncs the following data from Recurly:

• When an invoice is issued, and the items included in each invoice
• Payment information for when a customer fails payment, is refunded, or successfully pays
• Profile properties associated with Recurly information

Integrate Recurly with Klaviyo

You need permission to manage integrations in Klaviyo and developer or admin access in Recurly to retrieve your private API key.

1. To integrate Recurly with Klaviyo, you’ll need your Recurly API Key, so start by logging in to your Recurly account.
2. Navigate to Integrations > API Credentials.
3. Copy the Private API Key under Default API Key for use later.
   

1. If your default API key is already in use with another third-party integration, you can generate a new private API key for the Klaviyo integration by clicking on Add Private API Key.
   

1. If you created a new API key, copy it for use in your Klaviyo account.
2. In your Klaviyo account, select the Integrations tab.
3. Click Explore apps to open the app marketplace in a new tab. Search for Recurly, select its card, then click Install.
4. Enter your Recurly Subdomain and the API key you copied earlier, then click Connect to Recurly. For example, enter “yoursubdomain” for https://yoursubdomain.recurly.com.

5. If the integration is successful, a success message will appear and your historical data will start syncing. You can check sync progress on the Data tab of your Recurly integration.

Monitor the Recurly sync

Klaviyo imports invoices and payments from the previous 1,825 days (about 5 years) when you connect Recurly. New invoices and payments sync about every 5 minutes. Invoices and payments for Recurly accounts without a valid email address are skipped.

1. In Klaviyo, click the Analytics dropdown and then select Metrics.
2. Search for Issued Invoice with the Recurly icon, click the metric name, then select the Activity feed tab.

3. If your integration has started syncing data, you will start to see Issued Invoice events, with the Recurly icon, added to this activity feed.
4. To compare payment totals, return to Analytics > Metrics and open Successfully Paid with the Recurly icon.
5. On the Chart tab, choose a Date range that includes the day you want to check. Set View by to Daily and Measurement to Total.
6. Compare the total for that day with the number of successful payments in Recurly for the same date. Wait for the historical sync to finish before checking older dates.
7. If the totals differ, check that syncing has finished, that the payments have valid customer email addresses, and that your Klaviyo and Recurly accounts use the same time zone.
8. To check your timezone setting in Klaviyo:
   • Click your account name in the lower left corner.
   • Select Settings.
   • Select Account, then scroll down to Time zone.

Data synced from Recurly to Klaviyo

Metrics

Recurly syncs the following metrics to Klaviyo:

• Failed Payment
  Recorded every time a payment made through Recurly is marked as failed.
• Issued Invoice
  Recorded every time an invoice is issued to a customer through Recurly.
• Ordered Product
  Recorded for items on an invoice when a customer makes a successful payment through Recurly. A payment can generate multiple Ordered Product events.
• Refunded Payment
  Recorded when you refund a payment through Recurly.
• Successfully Paid
  Recorded each time a customer successfully pays an invoice through Recurly.
  

Profile properties

The following properties are synced from Recurly to Klaviyo profiles:

• Recurly Account Code
• Recurly Card Expiration Date
• Recurly Plan Codes
• Recurly Plans

Recurly Plans and Recurly Plan Codes are populated from active subscriptions when payment data syncs. Recurly Card Expiration Date is populated when billing details include an expiration month and year.

Outcome

You’ve finished integrating Recurly with Klaviyo and have verified your synced data. Now, you can personalize and target emails based on invoice and payment data from your customers.

Additional resources