This article will walk you through integrating Recurly with Klaviyo. After this, you'll be able to personalize and target emails based on invoice and payment data from your customers. Here's the data we sync from Recurly:
- When an invoice is issued, and the items included in each invoice
- Payment information for when a user fails payment, is refunded, or successfully pays
Add the Recurly Integration
To connect Recurly to your account, click on the the Integrations tab in the sidebar.
This page lists all of the available integrations you can connect to your Klaviyo account. These integrations will be listed in alphabetical order, so you should find Recurly near the top of the All Integrations list.
To connect your Recurly account enter your Recurly Subdomain and your Recurly API Key. Then click Connect to Recurly.
Monitor the Recurly Sync & Verify Data
To check your integration, navigate to the Analytics tab and click into Metrics. Find Recurly's Issued Invoice metric and click on the activity feed icon.
If your integration has begun syncing data, you will start to see Issued Invoice events added to this activity feed.
Klaviyo imports all of your Recurly data. To verify this, you can compare the number of successful payments on a particular day with what's in the Recurly interface and confirm they match. Click on the Analytics tab in the left sidebar, find the Successfully Paid metric (within Metrics), and click on it. This will take you to the metric chart page and will show the last 30 days of data by default.
Hover over yesterday's datapoint or look in the table of data below the chart to see how many payments you had yesterday. Compare that number to what's stored in Recurly and you should see they match exactly.
The Recurly Metrics
This metric records an event every time a payment that's made through Recurly is marked as failed. With this metric, you can target customers who fail to make a payment to let them know they have an overdue balance.
This metric records an event every time an invoice is issued to a customer through Recurly, which is useful for segmenting on customers who have been issued an invoice but have either not paid or had a payment fail. It can also be used to trigger segments to notify customers of an upcoming payment.
This metric records an event when you refund a payment through Recurly.
This metric records an event each time a customer successfully pays an invoice through Recurly. These events will include data about your customer, their invoice, and the products in their invoice.