How to integrate with Recurly

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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

Integrate Recurly with Klaviyo

  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
    Private API keys, such as your default key used here, should be treated like passwords - keep them in a safe place and never expose them to the public.
    Default API Key section in Recurly with private API key blurred out
  4. If your Default API Key is already in use with another third-party integration, you can generate a new default API key for the Klaviyo integration by clicking on Add Private API Key
    Private API Keys in Recurly showing Default API Key blurred out and Add Private API Key with gray background at the bottom
    Recurly will only generate 5 private API keys to integrate with third-party applications.
  5. If you created a new API key, copy it for use in your Klaviyo account
  6. In your Klaviyo account, navigate to the Integrations tab
  7. Click All Integrations and search for Recurly, then click Add Integration to be brought to the integration settings page
    Recurly listed on the All Integrations tab in Klaviyo with Add Integration with arrow
  8. On the integration settings page, enter your Recurly subdomain and your API key copied earlier 
  9. Click Connect to Recurly
    Recurly integration settings page in Klaviyo showing settings for subdomain and API Key, with Connect to Recurly in blue
  10. If the integration is successful, a green success callout will appear
    Recurly integration settings page in Klaviyo with green Integration Updated success callout

Monitor the Recurly sync

You can monitor the data syncing from Recurly to Klaviyo.

  1. In Klaviyo, navigate to Analytics and click into Metrics
  2. Search for one of the Recurly metrics such Issued Invoice and click on the Activity Feed icon
    Page showing list of Issued Invoice via Recurly metrics in Klaviyo with timestamps
  3. If your integration has begun syncing data, you will start to see Issued Invoice events, with the Recurly icon, added to this activity feed
  4. Klaviyo imports all of your Recurly data, and to verify this, you can compare the number of successful payments on a particular day to the data in Recurly and confirm they match
  5. If the data doesn’t match up, the issue is most likely that the timezone in your Klaviyo account doesn't match the timezone in your Recurly account
  6. To check your timezone setting in Klaviyo, go to Account Settings > Contact Information > Organization 
  7. You’ll an option to update your timezone

Metrics synced from Recurly to Klaviyo

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 every time a customer places an order through Recurly
  • Refunded Payment
    Recorded when you refund a payment through Recurly
  • Successfully Paid
    Recorded each time a customer successfully pays an invoice through Recurly

List of Recurly metrics on Metrics page in Klaviyo including Failed Payment and Ordered Product

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.

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