Integrate Recurly to Xero
Recurly is a subscription management service that is designed to provide a variety of billing models to its users - per month, per usage, etc., - and then process recurring charges through those models. Recurly can use data gathered from subscriptions to generate analytics for a company. It also supports integrations with other sales management tools. These can provide users with a more seamless experience and deeper analytic data.
Integrate Recurly to Xero
Popular Use Cases
Xplenty can extract any data that you need from Recurly. Here are some of our most popular use cases:
Track data about the status of a customer’s subscription - recurring, new, canceled, etc., - and which plans they are subscribing to. This data can help demonstrate the success or failure of various subscription models and show the most popular time periods to subscribe.
Retrieve data about any purchase or payment processed through Recurly, including the amount of the transaction, customer contact information and the status of the transaction i.e.,whether it is declined, voided, or successful. This data can then be used to provide analytics about the actual revenue being generated by your company.
Gather all of the information related to an invoice that has been sent to a customer, including charges, refunds, credits and discounts. This field also includes the payment history for invoices, which can be used to track trends and help with predictive analysis.
Set up and detail the various plans that your subscriptions use. This field includes data about the plans - how much they costs, what the billing rates are, etc., - and also provides customer data about who is using what plans. This can assist in scoring leads and segmenting your customers by lifecycle stage.
Store all of your data about a customer’s account, including contact information and billing history. You can also use this to track a customer’s current and historical subscription data, which can provide you with insights into your general business performance and help you determine which subscription plans are most profitable.
Popular Use Cases
Xplenty can extract any data that you need from Xero. Here are some of our most popular use cases:
Retrieve, add, update, or attach files to contacts in a Xero organization. Then, enrich and integrate this data to get accurate insights and send targeted communication.
Take full control of your financial accounts: attach files, archive accounts, update details, delete accounts, and more. Use this information to get a well-rounded understanding of your financial standing and make any necessary strategic improvements.
Add, update, retrieve or delete both tracked and untracked items in your inventory. This will give you a better idea of what’s selling, what’s not, and where you should take your business.
Create, update, delete, void, and retrieve sales invoices or purchase bills. Monitor this data and use it to gain a clearer view of your expected revenue gains and losses. This, in turn, will help you to run accurate predictive analyses.
Retrieve, delete, add, or update draft expense claim receipts. Monitor this information to take full control over your transactional information.
Refund credit notes, reverse a payment, apply payments to approved AR and AP invoices, and refund prepayments and overpayments. Then, use your payment data to track how much you are making from specific customers or during specific time periods. This will allow you to hone your marketing efforts and score leads more effectively.
Review your most commonly viewed reports, and use data to improve your efficiency and gain actionable insight.
Why Our Customers Choose Xplenty
We take ownership of your data pipelines. That means that our platform will ensure that your data continues to flow and that your pipelines won’t break - and, if they do break, it’s our problem, not yours. So rest easy knowing that Xplenty has got you covered.
Xplenty offers you full flexibility when it comes to how much control you have over the process of data integration. That means that you choose exactly what data will be delivered, how it’s going to be delivered, and when.
Ease of Use
You don’t have to be tech-savvy to use Xplenty. There’s no code, no engineering and no need to worry about messing up your data delivery.
Data integration used to be the domain of IT, data developers and BI. Xplenty changes all of this, allowing every team within a company - marketing, sales, product, finance, HR, etc. - to use the platform to power their analytics and gain important business insights.