Connecting Recurly to ChartMogul

You will need to be an Admin to complete the following steps. Read more about user roles and permissions.

Recurly is one of ChartMogul's supported billing systems. Connect your Recurly account with ChartMogul to quickly bring together all your customer and billing data into ChartMogul’s subscription analytics platform. Seeing all your billing data in one place allows you to perform a deeper analysis on your subscription data so you can make informed decisions to grow your business.

Here's what we cover in this article:

Adding Recurly as a source

  1. Navigate to Data Platform > Sources.
  2. Click ADD A SOURCE.
  3. Select Recurly.
  4. Enter a unique name and click NEXT.

Adding a webhook to enable real-time reporting

  1. Navigate to Data Platform and select your Recurly source. From here, you'll find your Webhook URL, e.g., https://app.chartmogul.com/api/events/recurly/pkBwQNI3YVz6EdkYEAqAOQ.
  2. Navigate to your Recurly account. From the sidebar select Integrations > Webhooks.

  3. Click on the Configure then New endpoint on the next page.

  4. Paste your Webhook URL (leave HTTP Auth Username & Password with the defaults).

  5. Click Save changes to complete webhook setup.

Importing historical data

  1. In your Recurly account, select Integrations > API Credentials. There, you'll find your Private API key and Public API key. Paste your Private key and Recurly domain into the available fields in ChartMogul.
  2. If your Recurly URL is mycompany.recurly.com then mycompany is your Recurly subdomain.
  3. Optional: You can create a read-only API key for added security. Click Read-Only when generating your Recurly API key.
  4. Click Save.
  5. Next, how you want to import your historic data. With Recurly, it's possible to manually send traditional invoices to your customers and in ChartMogul we call customers billed in this way 'Invoiced customers.'

This setting has three options:

  1. Classify invoiced customers as active the moment their first invoice is opened. But if their invoice fails to be paid then exclude them. (default) — Invoiced customers will be reported active when a subscription invoice for an amount above $0.00 is opened. If the invoice enters a past due or failed state, the invoice will be reported failed; and if this is customer does not have a successful subscription invoice, their subscription will be removed. This option could cause retroactive changes in your MRR data in ChartMogul.
  2. Only include invoiced customers when they have at least one successfully paid/closed invoice. — Invoiced customers will be reported active when a subscription invoice for an amount above $0.00 is successfully closed (i.e. paid).
  3. Classify invoiced customers as active the moment their first invoice is opened. — Invoiced customers will be reported active when a subscription invoice for an amount above $0.00 is opened. If the invoice enters a past due or failed state, the invoice will not be reported as failed; and if this customer does not have a successful subscription invoice, their subscription will not be removed.
If you alter this setting after integrating Recurly, it will only be applied to new invoices that will be received. If you want the existing data in ChartMogul to follow the selected option, you will need to re-import your source by clicking on IMPORT DATA.

Select an option and click IMPORT DATA.

Using CMRR with Recurly

Committed Monthly Recurring Revenue (CMRR) is a projection of MRR into the future. It’s calculated using subscription events, which Recurly imports automatically. Learn more about CMRR.

Here’s what you need to know about using CMRR with Recurly:

  • ChartMogul begins importing subscription events on the date Recurly is added as a source. Historical subscription events are not supported.
  • Subscription events dated prior to June 30, 2022 may be unavailable.
  • The Start (Scheduled) event type is not supported. Therefore, New Business and Reactivation in the Committed MRR Forecast are not reported.
  • Data tables aren't available, so subscription events are not visible in Data Platform.
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