Recurly integration

Overview

Integrating Recurly with Ortto allows you to leverage Recurly data in campaigns, reports, and contact segmentation, enabling more targeted marketing efforts and insightful analytics.

Accessing Recurly

To access Recurly data source, go to CDP > Data sources > New data source > Billing > Recurly

Recurly prerequisites

This integration process requires having a Recurly account which you have the authority and access credentials, including a private API key.

Creating a Private API Key

During installation, you’ll be asked for a private API key. You can generate a private API key by taking the following steps in your Recurly account:

1. Login to Recurly
2. Select Integrations > API Credentials
3. Select in the top right Add Private API Key.
4. Give the API key a name that is memorable and Save.
5. You will now have a Private API key to copy into Ortto.

Connecting to Recurly

To connect to Recurly, follow these steps:

1. On the Data sources page, click New data source.
2. Under Payments or All data sources, select Recurly, then Get started.
3. Enter your private API key.
4. Select your region.
5. Now, select your desired choice for Data retention to either:
   • store only the last 90 days of activity data, or
   • select the time frame for the data stored, and the activities which will be stored.
6. Select Advanced options to:
   • Choose which CDP fields can be modified from the Recurly data source, or
   • Choose not to modify CDP data fields that already have a value.
7. Click Connect to import and synchronize data from Recurly.
8. After the sync completes, a summary of the sync will appear click Done.

To finish connecting Ortto and Recurly you will need to create an endpoint in your Recurly account with the provided Endpoint URL, HTTP auth username and HTTP auth password available in your Recurly data source in Ortto.

Creating a Recurly endpoint

The second step in the setup process is creating a Recurly endpoint.

1. In Recurly, navigate to Integrations > Webhooks
2. Click Configure, then Configure a new endpoint.
3. On the next screen select New Endpoint.
4. Give the endpoint a name. This can be anything you like and then copy and paste the ENDPOINT URL, HTTP AUTH USERNAME, and HTTP AUTH PASSWORD into the fields from the setup instructions in Ortto.
5. Select XML as the format.
6. Select at least one Notification.



Once you have created the endpoint in Recurly, your setup is complete.

How is the data merged into Ortto

Data is merged from Recurly to Ortto on the initial connection and subsequently, when an event occurs within Recurly.

When a person is added from the Recurly data synchronization, they are subscribed to receive email communications. No change is made to the person’s subscription to SMS notifications.

Initial data sync

People details for the Recurly customers, including the customer fields in Recurly, subscriptions and invoice data are merged into the Ortto CDP.

Ortto activities store data for each trial, subscription, payment and invoice event.

Ongoing data merge

Recurly data is merged in real time (synchronously) to Ortto.

Resynchronizing data

Recurly data is resynchronized when the data source is reconnected and when the data retention limits are adjusted. A resync of the Recurly data may affect the audiences and campaigns within the CDP by resetting the attributes for the person, and activities. Causing a person to potentially re-enter an audience, or campaign within the CDP.

What does the data source add to my account?

The Recurly data source adds:

• Recurly customer and organization records, as well as their associated fields to your CDP.
• Recurly activities from the last 90 days including new trials, invoices, payments and subscription changes. In some cases, however, it may be necessary to store an activity and its attribute data for longer. Therefore, Ortto provides a mechanism for customers to opt-in to selectively store their activity data for longer. Learn more about data retention under configuring data retention.
• The ability to use Liquid syntax in campaign messages to personalize your messages using merge tags for Recurly person fields and activity attributes. Learn more about using Liquid syntax under personalizing campaign content with Liquid.

View Recurly fields in your CDP

Customize your CDP field visibility and add Recurly fields by following these steps:

1. Navigate to the People page under the CDP section of the sidebar.
2. Click on the the cog icon > select or clear the fields you want to show or hide.

Recurly fields are indicated with the small Recurly icon.

Access the Recurly data source view

When a data source is connected, you are provided with a data source view. You can access its view via CDP > Data sources.

A data source’s view is the administration page where you can:

• view and manage the data source in the left-hand details panel, and
• under the relevant tabs on the right-hand side, view:
  • an Overview of the data source,
  • an Activity feed, and
  • an Audience table, which displays the people imported from Recurly.

Here's what you can do:

• Rename the data source: Hover over the name > click the pencil icon > enter the new name > click anywhere on the page to save.
• Disconnect the data source: Click Actions > Disconnect.
• Modify the API Key: Edit the API key used for the connection.
• Configure if data source can modify CDP fields: If enabled, you can select the CDP fields the data source can overwrite.
• Configure the merge strategy: Learn more about data source merge strategies.
• Setup instructions: Access the required endpoint details you'll need to configure the Recurly endpoint.
• Configure data retention: Set the activity data retention period.

Recurly activities

Activities from Recurly are automatically added to your Ortto account when integrating with Recurly.

Learn more about Stripe activities, their attributes and field types.

Troubleshooting Recurly

You can troubleshoot your Squarespace data source in-app.

Learn more about troubleshooting Recurly.