Integrate with Recurly

Overview

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.

647739

Monitor the Recurly Sync & Verify Data

To check your integration, navigate to the Metrics tab on the sidebar. Find Recurly's Issued Invoice metric and click on the activity feed icon.

647740

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 Recurlyinterface and confirm they match. Click on Metrics in the left sidebar, find the Successfully Paid metric, and click on it. This will take you to the metric chart page and will show the last 30 days of data by default.

Mouse over yesterday's data point 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

647741

Failed Payment

This metric records an event every time a payment being made through Recurly is marked as failed. With this metric, you can target customers who fail making a payment to let them know they have an overdue balance. 

Issued Invoice

This metric records an event every time an invoice is issued to a customer through Recurly. This metric 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.

Refunded Payment

This metric records an event when you refund a payment through Recurly.

Successfully Paid

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.

 
Was this article helpful?
0 out of 0 found this helpful