Younium

the younium integration imports subscription and billing data from your younium account into custify your customer success team can segment customers based on revenue signals, build health scores based on billing metrics, and automate outreach when subscription changes occur key benefit use mrr, subscription status, invoice data, and renewal dates directly in custify health scores, segments, and playbooks what you can do with this integration segment customers based on mrr, billing frequency, or subscription status define lifecycle stages based on revenue signals and detect changes like downgrades, cancellations, or failed payments build health scores using subscription and revenue data from younium automate outreach when a subscription is about to expire or when an invoice becomes overdue get real time alerts when subscription changes happen in younium data imported from younium billing data description monthly recurring revenue (mrr) current mrr for each customer account subscription status active, cancelled, expired, or other states next billing date and amount upcoming charge details billing frequency monthly, quarterly, annual, etc count of overdue invoices number of invoices currently past due total amount due sum of all outstanding invoice amounts total income from paid invoices cumulative revenue received customer since date date of first paid invoice last subscription start date when the current subscription began last cancellation date when a subscription was last cancelled before you begin have an active younium account with subscription and billing data find your younium client id and secret key generate these in younium under user profile → privacy & security → personal tokens fint the younium environment you use production eu, production us, or sandbox if your younium account has multiple legal entities, have your legal entity id or name available make sure you have admin or integration settings access in custify how to set up the integration step 1 generate your younium api credentials log in to your younium account go to user profile → privacy & security → personal tokens generate a new client id and secret key copy both values you will need them in the next step step 2 configure the integration in custify in custify, go to settings → integrations find younium in the list and click to open the configuration panel enter your client id and secret key select your younium environment production eu, production us, or sandbox if applicable, enter your legal entity id or name step 3 configure matching settings the matching settings determine how younium accounts are linked to custify companies by default, the integration matches using the younium account id against the externalids younium field on custify companies you can also configure matching by account number, account name, or any other company attribute recommendation use younium account id for the most reliable matching if you prefer to match by company name, ensure names are consistent between both systems step 4 save and run the first sync click save settings to activate the integration custify will automatically run a full sync to import all accounts, subscriptions, and invoices from younium step 5 set up webhooks (optional, recommended) webhooks from younium send real time notifications to custify whenever subscriptions change including activations, upgrades, downgrades, cancellations, and renewals in younium, go to settings → webhooks create a new webhook pointing to your custify webhook url (shown in the younium integration settings in custify) select the subscription and invoice event types you want to forward save the webhook how matching works when custify imports a younium account, it looks for a matching company in custify using the configured matching criteria default younium account id is compared against the externalids younium field on custify companies configurable alternatives account number, account name, or any custom company attribute if your younium account has multiple legal entities , specify the legal entity id or name in the advanced settings to ensure the integration reads data from the correct entity sync types full sync imports all accounts, subscriptions, and invoices from younium runs during initial setup and can be triggered manually update sync fetches only records that changed since the last sync runs automatically on a regular schedule for efficient incremental updates webhook (real time) younium sends instant notifications for subscription and invoice changes this ensures custify always reflects the latest billing state without waiting for the next scheduled sync common use cases segment customers by subscription status create a segment in custify for customers with active subscriptions, cancelled subscriptions, or subscriptions expiring within the next 30 days use this to prioritize outreach and renewal conversations alert on overdue invoices build a playbook that triggers when the count of overdue invoices exceeds a threshold or the total amount due crosses a set value automatically create a task or send an alert to the account owner health scores based on revenue include mrr, subscription status, and invoice health in your custify health score model customers with declining mrr, overdue invoices, or recent downgrades can automatically be flagged as at risk privacy and security the younium integration only requires read access to your subscription and billing data custify does not modify any data in your younium account authentication uses jwt tokens that are automatically refreshed and never stored permanently all data transferred between custify and younium is encrypted using industry standard protocols custify stores only the information needed to provide meaningful insights and does not retain sensitive financial details beyond what is required for integration functionality