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Sync Recurly data to Sourcetable


Recurly is a platform for managing subscriptions, billing and recurring payments that delivers a competitive advantage for businesses offering subscription-based services, and helps SaaS companies process payments across various channels in a safe and simple way. It can be used to measure important KPIs like monthly recurring revenue (MRR) and churn rate.

Sync Recurly data to Sourcetable

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Sourcetable logo

Find out how to make the most of your Recurly data with Sourcetable

Sourcetable Benefits

Query financial data quickly & easily

Recurly offers businesses a safe and simple way of keeping on top of their subscription billing and recurring payments at all times. Syncing payment processing data from Recurly to Sourcetable allows users to build auto-updating models and monitor billing KPIs alongside key advertising, sales, marketing, product and support metrics, to accurately track the performance of their subscription-based business.


Syncing Recurly data to Sourcetable allows users to compare financial metrics with other KPIs quickly and easily, without having to learn SQL or other database languages. This means your key data can be made available to all members of your team, regardless of their level of tech skills.

Auto-update your data

Sourcetable allows users to automate key data and processes from Recurly and other platforms, freeing up time to focus on other important aspects of their business.

Two circular arrows representing how your data refreshes when any of the sources changes

Find out how to get the most from Recurly with Sourcetable

A Magic Wand

Smart Templates

Use out-of-the-box, tried and tested templates in order to compile key metrics and enhance data collaboration across your entire organisation

A Magic Wand

Quick Analysis

Analyse your Recurly payments processing data instantly in cross-channel reports

A Magic Wand

Ease Of use

Query all your Recurly data in one easy-to-use spreadsheet, to find the business insights behind the numbers and track the financial health of your business.

Who uses Recurly data in Sourcetable

đź’¸ CFOs & Accountants

🏢 Ecommerce businesses

Sample of the Recurly data that will be available
in your Sourcetable spreadsheets

Show all (28)


Contains information regarding the account balance and has fields like account history, balance currency, balance amount and past due

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Contains information regarding account and has fields like account address having city, country, region, phone, company, email, user name, bill to

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Contains account history, user id, user email, message and timestamps of created at and updated at

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Contains account history, cost currency, cost amount, channel, subchannel. campaign and timestamps of created at and updated at

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Contains billing information like billing phone, street, region, postal codem country, and payment method information along with first name, last name, company, vat number

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Contains coupon history, amount, currency, percentage, trial length, unit, and type

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Contains coupon code, type, duration, expiry information, applicability, redemption information and plans

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Contains association of coupon history and plan history

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Contains association of coupon history, coupon updated at and plan history

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Contains coupon history, account histoy, state, currency, discounted and timestamps of created at and updated at

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Contains account history, invoice history, transaction history, uuid, action, currency, amount, voided at and timestamps of created at and updated at

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Contains gift card information and has fields of delivery address, first name, last name, account history, invoice history, balance in cents, currency, redemption information

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Contains the association of coupon redemption history, invoice history and invoice updated at

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Contains invoice information like type, origin, invoice first name, last namem street, city, region, country, postal code, tax information, number, net terms, collection method, balance, total, paid, terms and conditions etc

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Contains associations of invoice history and subscription history

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Contains associations of invoice history, invoice updated at and subscription history

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Contains information of account, plan history, plan add on history, subscription history, type, uuid, currency, amount, description, quantity, tax information, origin, product information etc

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Contains plan history, object, codem state, name, accounting code, tax codem display quantity, default quantity, and timestamps of created at and updated at

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Contains the information of plan add on history, currency and unit amount

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Contains plan history, currency, setup fees, and unit amount

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Contains the plan information like code, state, name, description, trial information, hostepd pages success url, cancel url, bypass confirmation, display quantity etc

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Contains shipping address information like first name, last name, phone, company, city, region, country, email, phone etc

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Contains subscripion id, plan add on, unit amoutm quantity, expired at, object and timestamp information of created at and modified at

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Contains plan history, subscription history, object, unit amount, quantity, activated, activated at, and timestamps of created at and updated at

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Contains associations of coupon redemption history, subscription history and subscription updated at

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Contains account history, plan history, shipping address history, currency, current period ends at, current periodn started at, remaining billing cycles, total billing cycles, expiration reason, collection method etc

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Contains transaction histoy, account history, invoice history, uuid, type, currency, payment deails, billing details,customer details, and status code, and message

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Contains the association of transaction history and subscription history

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Sample companies

Online businesses integrating Recurly with Sourcetable have access to all relevant data.

  • Software as a Service

    (SaaS) companies
  • Subscription Services

  • Retail online stores

  • B2C Marketplaces

What makes Sourcetable special?

A Magic Wand


Connect, sync and analyse Recurly payments data alongside insights from 30+ other sources, to drive decisions and improve your business’ financial wellbeing.

A Magic Wand


Sourcetable can automatically create and back up subscription receipts and alert you about new billing information using Recurly data.

A Magic Wand


Create views and workflow templates based on data from Recurly and other platforms, and share among teams without the need to use SQL

Frequently Asked Questions

How do I sync Recurly data to Sourcetable?
Sourcetable is currently in Closed Beta. Sign up to the Beta here to tell us a little about yourself and request information on how to sync your Recurly data.
What common integrations do Sourcetable users combine with Recurly?
Sourcetable spreadsheets are designed to be intuitive and user-friendly, so anyone can view key data from Recurly - and other payments platforms such as Stripe and ReCharge - at a glance without SQL.
Which payments platform works best with Sourcetable – Stripe or Recurly?
Sourcetable enables users to combine data from both platforms, enabling businesses to better understand the relationships among available data, and gain new insights for making better decisions or identifying new opportunities.

Connect your Recurly Data

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