The Accounts export provides information about each unique account.
Version Change Log
Version 4 - 12/10/20:
- tax_location_valid column will populate off each the specific billing info in each row
- Added new columns to the end of the export, but BEFORE any custom field columns:
- Added new primary_payment_method column, which will display TRUE or FALSE based on if the billing info is the primary payment method
- Added new billing_info_id will display the ID of the billing info
Version 3 - 9/13/2018
- Column addition for Account Hierarchy feature
- The name of the new column is parent_account_code.
- This column will allow you to identify the parent of an account if there is one
- Column will be present for all sites but will only display a value if the feature is being used
Version 2 - 9/6/2018
- Column additions for Custom Fields
- Each Custom Field will be added as the last column in the export
- The name of the column will begin with "custom_field" and append the API name to the end
- Custom fields will only be included at the end of the export if the setting for exports is enabled on the custom field definition
Account Status Filter
Accounts that are not closed.
Open accounts with no active subscriptions.
Open accounts with at least one active subscription.
Subscribers with at least one subscription in trial mode.
Subscribers with an invoice in the past-due state.
Subscribers that won't renew after the current term.
Accounts with a subscription that hasn't yet started.
Accounts that aren't Open.
Date Range Filters
Accounts that were created during selected time range
Accounts that were modified during selected time range
|account_code||123456789, [email protected]||Account_code uniquely identifies your customers inside of Recurly. This field defaults to email address, if no specific value is provided. Account_code cannot be modified. This is the main Recurly identifier, and can be used to join multiple exports.|
|account_email||[email protected]||Optional, Email address provided by the customer during signup. This email address is used for all customer communication. If no email address is provided, the customer will not be emailed, and any emails will be sent to your site's billing contact instead.|
|account_username||jjsmith||Optional, this field allows you to import a username that a customer might have to access your product|
|account_company_name||Bluth Industries, Inc.||Optional, this field identifies the company name provided.|
|account_first_name||JJ||Customer first name.|
|account_last_name||Smith||Customer last name.|
|account_has_billing_info||TRUE, FALSE||This field identifies the presence of billing information on the account.|
|account_created_at||2012-06-27 03:47:28 PDT||This field identifies the date/time a customer's account was created. Used for created date range filter.|
|account_address1||1234 Main St||Account-level address information.|
|account_address2||Suite #123||Account-level address information.|
|account_city||San Francisco||Account-level address information.|
|account_state||CA||Account-level address information|
|account_postal_code||94105||Account-level address information.|
|account_country||US||Account-level address information.|
|account_phone||4155559876||Account-level phone contact.|
|account_vat_number||US1234567890||VAT number, verified by VIES (on production sites).|
|account_tax_exempt||TRUE, FALSE||Identifies if the account is set as exempt from tax collection.|
|modified_at||2014-01-01 10:00:00 PST||This field identifies the date/time a customer's account was last updated. Used for modified date range filter.|
|tax_location_valid||TRUE, FALSE||Indicates if account passed tax location validation. This column is only visible if your site has European Union VAT or New Zealand GST Location Validation enabled.|
|account_closed_at||2014-01-01 10:00:00 PST||Date/time that the account was closed. For accounts that have been closed more than once, this will reference the date of the most recent closure.|
|account_acquisition_cost||account_acquisition_cost||This field is used to capture the cost to acquire a customer. This field can be passed in from marketing or CRM systems.|
|account_acquisition_currency||USD||This field captures the currency for the Customer Acqusition Cost.|
|account_acquisition_channel||Referral||This field captures the marketing channel through which the customer was acquired. You can use this field to track the cost or revenue by acquisition channel.|
|account_acquisition_subchannel||This is a free-form field to capture with more detail the channel through which a customer was aquired.|
|account_acquisition_campaign||12345||This is a free-form field to capture the Marketing Campaign ID from your marketing system or internal campaign-tracking tool.|
|account_acquisition_created_at||2014-01-01 10:00:00 PST||When acquisition data was added to the account for the first time.|
|account_acquisition_modified_at||2014-01-01 10:00:00 PST||When acquisition data on the account was last updated.|
|location_validation_tax_type||eu, nz||The region of the tax location validation run on the account. |
Updated about 2 years ago