Integrate Recurly with Upzelo

How to connect Recurly and Upzelo

Head over to the Integrations page in the Setup menu on the bottom left of the dashboard, you will be presented with a list of Integrations that Upzelo offers.

Start by clicking the Connect button underneath the Recurly card. The card will then transform into a form with fields for you to enter your Live mode and Test mode API keys.

Follow the instructions on the form and confirm your keys work correctly by pressing Check before pressing Save.

After pressing Save, we will check that you have set up the key with the correct permissions. Once that check is complete, your data will begin to be imported into Upzelo.

How is Recurly used with Upzelo?

1. Audience Segmentation

Upzelo imports data from your Recurly account so that it can be used to create audiences. This allows you to create Flows that can be tailored specifically to a segment of your customer base. This means that a new sign-up can receive a Flow different from a customer that you consider to be valued.

Upzelo imports Customers, Subscriptions, Coupons, Products and Prices from Recurly.

Segmentation Attributes:

  • Subscription Age

  • Plan

  • Billing Interval

  • Subscription Status

2. Creating Discounts

The Actions section of Upzelo will create coupons inside of your Recurly account which can then be used inside of Flows.

Actions created in test mode are only available for test mode flows.

3. Updating Customer Subscriptions

When a customer is presented with a Flow, Upzelo takes care of all of the billing updates for you. Some of the Actions that you create are billing related and we will go through those in a bit more detail below.

4. Creating Webhooks

Unfortunately, Recurly does not allow the automatic creation of webhooks via their API, so these will need to be set up manually.

In the Developer dashboard on Upzelo, there is a card that has a Webhook URL, depending on which mode you are currently in (test/live) this will change to display the correct URL to use for your webhooks.

Webhooks set up on Recurly need to be in XML format, with all notification types selected.

How Upzelo works with Recurly

1. Subscription Pausing

Upzelo uses Recurly's built-in pause feature. How this works, is we update the subscriptions remaining_pause_cycles and set it to the amount of days selected in the action.

We follow the best practices set out in the Recurly documentation

2. Applying Discounts

You can create different types of discounts in the Actions section. When a customer accepts a discount (money off, percentage, or even a "free period"), we will apply the coupon to the subscription ID that has been provided.

3. Cancelling Subscriptions

Upzelo handles cancelling subscriptions for you. The behaviour of this can be configured so that the subscription either ends immediately or at the end of the current period. This is configurable on each Flow that you offer.

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