Accounts Export

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

Open

Accounts that are not closed.

Non-subscribers

Open accounts with no active subscriptions.

Subscribers

Open accounts with at least one active subscription.

In Trial

Subscribers with at least one subscription in trial mode.

Past Due

Subscribers with an invoice in the past-due state.

Non-Renewing

Subscribers that won't renew after the current term.

Future

Accounts with a subscription that hasn't yet started.

Closed

Accounts that aren't Open.

Date Range Filters

Created

Accounts that were created during selected time range

Modified

Accounts that were modified during selected time range

Export Contents

Column Name	Example	Description
account_code	123456789, [email protected]m	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	Facebook	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. `eu` references the European Union VAT Location Validation. `nz` references the New Zealand GST Location Validation. This column is only visible if your site has European Union VAT or New Zealand GST Location Validation enabled.