Recurly offers businesses a safe and simple way of keeping on top of their subscription billing and recurring payments at all times. Syncing payment processing data from Recurly to Sourcetable allows users to build auto-updating models and monitor billing KPIs alongside key advertising, sales, marketing, product and support metrics, to accurately track the performance of their subscription-based business.
Syncing Recurly data to Sourcetable allows users to compare financial metrics with other KPIs quickly and easily, without having to learn SQL or other database languages. This means your key data can be made available to all members of your team, regardless of their level of tech skills.
Sourcetable allows users to automate key data and processes from Recurly and other platforms, freeing up time to focus on other important aspects of their business.
Use out-of-the-box, tried and tested templates in order to compile key metrics and enhance data collaboration across your entire organisation
Analyse your Recurly payments processing data instantly in cross-channel reports
Query all your Recurly data in one easy-to-use spreadsheet, to find the business insights behind the numbers and track the financial health of your business.
Contains information regarding the account balance and has fields like account history, balance currency, balance amount and past due
Contains information regarding account and has fields like account address having city, country, region, phone, company, email, user name, bill to
Contains account history, user id, user email, message and timestamps of created at and updated at
Contains account history, cost currency, cost amount, channel, subchannel. campaign and timestamps of created at and updated at
Contains billing information like billing phone, street, region, postal codem country, and payment method information along with first name, last name, company, vat number
Contains coupon history, amount, currency, percentage, trial length, unit, and type
Contains coupon code, type, duration, expiry information, applicability, redemption information and plans
Contains association of coupon history and plan history
Contains association of coupon history, coupon updated at and plan history
Contains coupon history, account histoy, state, currency, discounted and timestamps of created at and updated at
Contains account history, invoice history, transaction history, uuid, action, currency, amount, voided at and timestamps of created at and updated at
Contains gift card information and has fields of delivery address, first name, last name, account history, invoice history, balance in cents, currency, redemption information
Contains the association of coupon redemption history, invoice history and invoice updated at
Contains invoice information like type, origin, invoice first name, last namem street, city, region, country, postal code, tax information, number, net terms, collection method, balance, total, paid, terms and conditions etc
Contains associations of invoice history and subscription history
Contains associations of invoice history, invoice updated at and subscription history
Contains information of account, plan history, plan add on history, subscription history, type, uuid, currency, amount, description, quantity, tax information, origin, product information etc
Contains plan history, object, codem state, name, accounting code, tax codem display quantity, default quantity, and timestamps of created at and updated at
Contains the information of plan add on history, currency and unit amount
Contains plan history, currency, setup fees, and unit amount
Contains the plan information like code, state, name, description, trial information, hostepd pages success url, cancel url, bypass confirmation, display quantity etc
Contains shipping address information like first name, last name, phone, company, city, region, country, email, phone etc
Contains subscripion id, plan add on, unit amoutm quantity, expired at, object and timestamp information of created at and modified at
Contains plan history, subscription history, object, unit amount, quantity, activated, activated at, and timestamps of created at and updated at
Contains associations of coupon redemption history, subscription history and subscription updated at
Contains account history, plan history, shipping address history, currency, current period ends at, current periodn started at, remaining billing cycles, total billing cycles, expiration reason, collection method etc
Contains transaction histoy, account history, invoice history, uuid, type, currency, payment deails, billing details,customer details, and status code, and message
Contains the association of transaction history and subscription history
Online businesses integrating Recurly with Sourcetable have access to all relevant data.
Software as a Service(SaaS) companies
Retail online stores(eCommerce)
Connect, sync and analyse Recurly payments data alongside insights from 30+ other sources, to drive decisions and improve your business’ financial wellbeing.
Sourcetable can automatically create and back up subscription receipts and alert you about new billing information using Recurly data.
Create views and workflow templates based on data from Recurly and other platforms, and share among teams without the need to use SQL