Salesforce Integration

Recurly's Salesforce integration links your Recurly account directly to your Salesforce Organization and automatically updates Subscription, Invoice, Transaction and Account data. Data recently added or updated within Recurly will synchronize with Salesforce every two hours.

Requirements

The Salesforce integration only works with Developer, Enterprise, and Unlimited editions of Salesforce. It currently does not work with salesforce Sandboxes.

This feature is available in Recurly as an enterprise add-on. You may configure and test the Salesforce integration before your site is in live mode. After going live, the Salesforce integration addon must be purchased to continue synchronizing your Recurly account with Salesforce.

Setup and Configuration

1. If you don’t already have an SFDC account, you may create a free developer account for evaluation.

2. Install the Recurly package to your Salesforce Organization. Once installed:

   a. From inside of salesforce, Click on your name in the upper right and click Setup.

   b. Under “App Setup”, click Accounts and then “Fields”

   c. For each field from the Recurly package as well as Account Number, click the field name

   d. Click “Set field-level security” and set it to “visible” for all users and click save

   e. Then go to “Page Layouts” and edit your active layouts

   d. Create a section called “Recurly Information” and drag all of the Recurly related fields into this section.

3. In Recurly, under Salesforce, click the Connect to Salesforce button and grant Recurly access to your Salesforce organization.

4. The Recurly package extends the Account table with Recurly specific columns and adds 3 new tables: Invoice, Subscription, and Transaction. The Recurly-specific columns and tables are scoped under the Recurly namespace so they will not interfere or collide with other packages installed in your Salesforce organization.

5. Once you’ve connected your Salesforce account to Recurly, all of your historical data will begin to sync to salesforce. This process can take up to 24 hours depending on the amount of data inside your Recurly account.

6. You can monitor the status of the data synchronization by following the instructions here: http://www.salesforce.com/us/developer/docs/api_asynch/Content/asynch_api_batches_monitor.htm

The Recurly Package Schema

Accounts

Recurly synchronizes your accounts with the following fields in the Account table:

• Name
• Company name, if present, otherwise first and last name
• Account number
• Initially populated with Recurly’s account code (this is only updated by Recurly for new records)
• Recurly-specific account fields

These fields are added to your Account table specifically for Recurly records:

• Account Code
• FirstName
• LastName
• Email
• Past Due
• Closed

Invoices

Invoice is a Recurly specific table added by the Recurly package. It contains the following fields:

• Account Code
• UUID
• Invoice Number
• State
• Total
• Past due sent (date)
• Retry payment after (date)
• Created at (date)

Subscriptions

Subscription is a Recurly specific table added by the Recurly package. It contains the following fields:

• Account Code
• UUID
• Current Period Started At
• Current Period Ends At
• Canceled At (for canceled subscriptions)
• Monthly Recurring Amount (does not include discounts or tax)
• Plan Code
• State (active, canceled, expired, future, modified)
• Trial Started At
• Trial Ends At
• Unit Amount
• Quantity

Transactions

Transaction is a Recurly specific table added by the Recurly package. The Transaction table will only include transactions linked to accounts. It will not include failed payment or authorization attempts before an account successfully signs up. It contains the following fields:

• Account Code
• UUID
• Action (payment, refund, authorization)
• Amount
• Invoice UUID
• Message (“Success” on succes, otherwise the gateway’s error message)
• Success
• Created At (transaction date)
• Voided At (set if the transaction was voided)

Support

If you are experiencing any trouble with your Salesforce synchronization, please follow these instructions to check the status of Recurly bulk imports. If the bulk imports report any errors, please send them to the Recurly support team.