Integrating with Recurly
If you are a Recurly customer, our Recurly integration can be used to automatically track your MRR, trials, and churn in Vitally. Let's take a look!
The Recurly integration is in a Beta phase. If you see any issues or have questions, please contact firstname.lastname@example.org
To enable the Recurly integration, navigate to the Subscription/Revenue Data section in your Account Settings and click the Configure button next to Recurly.
Step 1 - Create an API Key for Vitally in Recurly
For Vitally to be able to access your Recurly data, you will need to provision a Read-Only API Key for Vitally. Generate a new API Key so that you can manage access without affecting your other Recurly integrations.
Step 2 - Add the new API Key to Vitally
After generating the API Key, return to the Recurly integration page in Vitally and enter the key.
After the key is validated, you'll be prompted to select the production subdomain associated with this key.
Step 3 - Select the customer ID trait attached to your customers in Recurly
This is important! You must attach the same ID to customers in both Recurly and your analytics data system (e.g. Segment, Mixpanel). Without this, we have no way of matching customers from Recurly to the existing customers we created from your analytics data (and vice versa).
If you are already tracking customer IDs in Recurly, simply select the appropriate trait here and click Update Recurly Configuration. At this point, we'll import your existing Recurly customers and revenue data, and will continue to sync that data as it changes moving forward.
At this point, you can also select the trait to use as the customer's name in Vitally
Step 4 - Setup a webhook in Recurly to send updates to Vitally
Vitally's Recurly integration requires setting up a webhook in Recurly to notify us of any relevant changes. Follow the instructions in Vitally to setup a new Webhook in Recurly.
Details about the Recurly integration
- The Recurly integration works by initially importing all your existing accounts and subscriptions, as well as their past paid invoices.
- Moving forward, we then listen for customer, subscription, and invoice changes using Recurly's webhooks. If aan account or subscription is created, updated, or deleted in Recurly, we will handle that appropriately by creating, updating, or deleting (churning) the customer in Vitally. Additionally, if a Recurly invoice is paid, we will update the customer's MRR and renewal dates in Vitally.
- Once you enable the Recurly integration, we will automatically adjust your revenue and churn tracking configuration to sync with Recurly. This means we will override any past configuration you had. If you'd rather that not happen, please reconfigure each after the integration is enabled. Note that if you have an existing trial tracking configuration, we will not override it. We do this because many teams choose to track trials internally, outside of Recurly.
- All Recurly data is also attached to your Vitally customers as traits, giving you the ability to leverage that data in reports and Indicators.