Accounts - export

Explore detailed account insights with Recurly's Accounts Export feature.

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, janedoe@gmail.com

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

test@example.com

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)

account_api_id

e28zov4fw0v2

Account API ID

string

Version Changelog

Version 7 - 2/5/2025

Addition of account_api_id

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.