Connecting Recurly to ChartMogul

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

Adding a data source 

  1. Click the data platform icon on the left menu to navigate to the Data platform tab. Alternatively, you can click https://app.chartmogul.com/#/data-platform to directly go to the data platform tab.
  2. Add a data source by clicking Add a data source in the Data Sources sectionScreenshot_2021-06-16_at_11.26.26.png
  3. In the popup, click "Recurly"
    Screenshot_2021-06-16_at_11.33.28.png
  4. Enter a name for your data source and click on NextScreenshot_2021-06-16_at_11.36.26.png

Add a webhook to enable real-time reporting

Recurly now supports multiple web hooks
  1. In ChartMogul under Data platform > Recurly data source > Webhook URL, you will see a Recurly webhook URL which looks similar to this: https://app.chartmogul.com/api/events/recurly/pkBwQNI3YVz6EdkYEAqAOQScreenshot_2021-06-16_at_11.56.10.png
  2. From your Recurly account sidebar select Integrations > Webhooks 

  3. Click on the Configure then New endpoint once the next page is loaded.  

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

  5. Click 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 an option then click on Import Data.

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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. This option could cause retroactive changes in your MRR data in ChartMogul.
  • 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 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 after integrating Recurly, it will only 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 data source by clicking on Import Data.
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