Overview

Required plan

This feature or setting is available to all customers on any Recurly subscription plan.

Definition

The "Accounts Export" section in the Recurly user guide helps users grasp comprehensive insights about individual accounts. This data-rich section assists in efficiently managing and understanding account specifics with a myriad of filters and detailed export content.

Filters

Account status filter

Open: Active and operational accounts.
Non-subscribers: Active accounts that currently hold no active subscriptions.
Active Subscribers: Active accounts with one or more active subscriptions.
In Trial: Accounts with at least one subscription undergoing a trial period.
Past Due: Subscribers having at least one invoice past its due date.
Non-Renewing: Subscribers not renewing after the ongoing term concludes.
Future: Accounts holding a subscription set to activate in the future.
Closed: Accounts that are not active.

Date range filters

Created: Filter accounts based on their creation date within a selected range.
Modified: Filter accounts based on the modification date within the specified range.

Exports table

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To help you identify and organize information effectively, the export provides a structured table that contains the following columns:

Id	Example	Description	Data type (max size)
account_code	123456789, [email protected]	Unique identifier for your customers in Recurly, defaulting to the email address if unspecified. Unmodifiable and central to linking multiple exports.	varchar(50)
account_email	[email protected]	The email given by the customer at signup, utilized for all customer communications.	varchar(255)
account_username	jjsmith	Optional field for importing usernames associated with your product.	varchar(255)
account_company_name	Bluth Industries, Inc.	Optional field for recording the company name provided.	varchar(255)
account_first_name	JJ	The first name of the customer.	varchar(255)
account_last_name	Smith	The last name of the customer.	varchar(255)
account_has_billing_info	TRUE, FALSE	Denotes the existence of billing information on the account.	boolean
account_created_at	2012-06-27 03:47:28 PDT	Date and time when the account was created, used in "created" date range filter.	timestamp
account_address1	1234 Main St	The primary address line for the account.	string
account_address2	Suite #123	The secondary address line for the account.	string
account_city	San Francisco	The city related to the account's address.	string
account_state	CA	The state pertaining to the account's address.	string
account_postal_code	94105	The postal code of the account's address.	string
account_country	US	The country associated with the account's address.	string
account_phone	4155559876	The phone number associated with the account.	string
account_vat_number	US1234567890	The account's verified VAT number (applicable in production sites).	varchar(20)
account_tax_exempt	TRUE, FALSE	Indicates whether the account is exempt from tax collection.	boolean
modified_at	2014-01-01 10:00:00 PST	The date and time the account was last modified, utilized in "modified" date range filter.	timestamp
closed_at	2014-01-01 10:00:00 PST	Indicates the most recent closure date for the account.	timestamp
account_acquisition_cost	360	Captures the cost to acquire a customer, can be fed data from marketing or CRM systems.	numeric
account_acquisition_currency	USD	Records the currency used for noting down Customer Acquisition Cost.	varchar(3)
account_acquisition_channel	Referral	Denotes the marketing channel that facilitated customer acquisition.	numeric
account_acquisition_subchannel	Facebook	A field noting the detailed acquisition channel.	varchar(50)
account_acquisition_campaign	12345	Tracks the specific marketing campaign ID from your tools.	varchar(50)
account_acquisition_created_at	2014-01-01 10:00:00 PST	Marks when the acquisition data was first added to the account.	timestamp
account_acquisition_modified_at	2014-01-01 10:00:00 PST	Notes the last update timestamp for acquisition data on the account.	timestamp
location_validation_tax_type	eu, nz	Identifies the region for tax location validation run on the account, visible based on specific enabled regional settings.	varchar(2)
account_geo_code	123456789	Identifies account geo code.	numeric
parent_account_code	123456789	Identifies parent account code.	varchar(50)
primary_payment_method	TRUE/FALSE	Identifies whether the billing info is either primary payment method or not.	boolean
billing_info_id	1234	Unique identifier for billing info.	string
dunning_campaign_code	123456	Identifies dunning campaign code.	varchar(50)
dunning_campaign_id	1234567	Identifies dunning campaign id.	string
preferred_locale	en-US	Identifies account's preferred locale.	varchar(50)

Version Changelog

Version 6 - 06/14/23

Added account’s preferred locale column
preferred_locale

Version 5 - 07/23/21

Added Dunning campaign columns
dunning_campaign_code
dunning_campaign_id

Version 4 - 12/10/20

The tax_location_valid column now relates to the specific billing info in each row.
Introduced primary_payment_method column displaying TRUE or FALSE based on the primary payment method status of the billing info.
New billing_info_id column showcasing the ID of the particular billing info.

Version 3 - 9/13/18

Added parent_account_code column for the Account Hierarchy feature, helping in identifying an account's parent if applicable, though it will only hold a value if the feature is active.

Version 2 - 9/6/18

Introduction of columns for custom fields, placed at the end of the export.