Connect Recurly to Xero

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Recurly
+
Xero
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About Recurly

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.

About Xero

Xero is an online accounting software that allows small businesses to take complete control over their cash flow and their finances. Use Xero’s time-saving tools to process invoices, manage your bills and expenses, reconcile transactions, and run your business on the go.

Popular Use Cases

Bring all your Recurly data to Amazon Redshift

Load your Recurly data to Google BigQuery

ETL all your Recurly data to Snowflake

Move your Recurly data to MySQL

Bring all your Xero data to Amazon Redshift

Load your Xero data to Google BigQuery

ETL all your Xero data to Snowflake

Move your Xero data to MySQL

Recurly's End Points

Recurly Subscriptions
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.
Recurly Transactions
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.
Recurly Invoices
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.
Recurly Plans
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.
Recurly Accounts
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.

Xero's End Points

Xero Contacts
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.
Xero Accounts
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.
Xero Items
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.
Xero Invoices
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.
Xero Receipts
Retrieve, delete, add, or update draft expense claim receipts. Monitor this information to take full control over your transactional information.
Xero Payments
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.
Xero Reports
Review your most commonly viewed reports in Xero, and use data to improve your efficiency and gain actionable insight.

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