How to connect Recurly to ChartMogul

 You will need to be an Admin to complete the following steps.

Adding a data source 

  1. In your ChartMogul account, head to Admin > Data Sources.
  2. Click on New data source. add-new-data-source__1_.png
  3. In the dialogue that opens, enter a name for your connection into the Name field. 
  4. Click on the System drop down menu and select Recurly
  5. Click on Next to continue. Screen_Shot_2018-09-13_at_5.20.10_PM.png

 

Add a webhook to enable real-time reporting

Recurly now supports multiple web hooks
  1. In ChartMogul under Admin > Data Sources > Recurly > Webhook URL , you will see a Recurly webhook URL which looks similar to this: https://app.chartmogul.com/api/events/recurly/pkBwQNI3YVz6EdkYEAqAOQScreen_Shot_2018-09-13_at_5.21.20_PM.png
  2. From your Recurly account sidebar select Integrations > Webhooks 

  3. Click on the Configure button and on New endpoint once the next page loaded.  

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

  5. Hit Save changes, to complete the webhook setup. 

    Screen_Shot_2018-09-13_at_5.25.56_PM.png

 

 

Import your historical data

 

  1. In your Recurly account, select Integrations > API Credentials from the sidebar. You will see a Private and Public 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 to input.

    Screen_Shot_2018-09-13_at_5.34.12_PM.png

  3. Optional: You can create a read-only API key for added security. Click Read-Only when generating your Recurly API key.

    Screen_Shot_2018-09-13_at_5.32.49_PM.png
  4. Click Save
  5. Next is to select the option on how you want to import your historic data. In Recurly it's possible to manually send traditional invoices to your customers, in ChartMogul we call customers billed in this way 'Invoiced customers'. Select one option then click on Import Data.

Screen_Shot_2018-09-13_at_5.21.37_PM.png

There are three options

  • 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.
  • 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).
  • 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 be NOT be reported failed and if this is customer does not have a successful subscription invoice their subscription will NOT be removed.

 

If you alter this setting, the change in how ChartMogul recognises churn in your account will only be reflected going forwards.  You will need to re-import your data to make the behaviour consistent historically and going forwards.