Recurly

recurly is a great source of information about your customers’ current and past subscriptions and payment history this data is no longer siloed within the accounting department, but is made available to any department or third party integrated app what can you do with recurly in custify? build playbooks based on transaction status (e g , “failed payment”) or next billing date for example, if the last transaction status is “failed”, a series of messages can be sent via email or other channels until the status changes create health scores and kpis in custify based on mrr or total income values create alerts based on the time that has passed since the last failed payment activation recurly can help you sync customers’ revenue data to custify connect to recurly by entering the recurly api key, then make sure you have the unique attribute recurly customer id or recurly account code populated in both systems, for the sync to be successful recurly can only be used to enhance the data of customers that already exist in custify it will not create new company accounts here’s how you can bring one of the two ids in custify automatically imported via api (recommended) manually added or using the csv importer (not recommended) please note that you’ll need a recruly admin account to activate the integration, as there are some terms & conditions to be accepted and full rights are needed to do so