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 NameExampleDescription
account_code123456789, [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_usernamejjsmithOptional, this field allows you to import a username that a customer might have to access your product
account_company_nameBluth Industries, Inc.Optional, this field identifies the company name provided.
account_first_nameJJCustomer first name.
account_last_nameSmithCustomer last name.
account_has_billing_infoTRUE, FALSEThis field identifies the presence of billing information on the account.
account_created_at2012-06-27 03:47:28 PDTThis field identifies the date/time a customer's account was created. Used for created date range filter.
account_address11234 Main StAccount-level address information.
account_address2Suite #123Account-level address information.
account_citySan FranciscoAccount-level address information.
account_stateCAAccount-level address information
account_postal_code94105Account-level address information.
account_countryUSAccount-level address information.
account_phone4155559876Account-level phone contact.
account_vat_numberUS1234567890VAT number, verified by VIES (on production sites).
account_tax_exemptTRUE, FALSEIdentifies if the account is set as exempt from tax collection.
modified_at2014-01-01 10:00:00 PSTThis field identifies the date/time a customer's account was last updated. Used for modified date range filter.
tax_location_validTRUE, FALSEIndicates 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_at2014-01-01 10:00:00 PSTDate/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_costaccount_acquisition_costThis field is used to capture the cost to acquire a customer. This field can be passed in from marketing or CRM systems.
account_acquisition_currencyUSDThis field captures the currency for the Customer Acqusition Cost.
account_acquisition_channelReferralThis 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_subchannelFacebookThis is a free-form field to capture with more detail the channel through which a customer was aquired.
account_acquisition_campaign12345This is a free-form field to capture the Marketing Campaign ID from your marketing system or internal campaign-tracking tool.
account_acquisition_created_at2014-01-01 10:00:00 PSTWhen acquisition data was added to the account for the first time.
account_acquisition_modified_at2014-01-01 10:00:00 PSTWhen acquisition data on the account was last updated.
location_validation_tax_typeeu, nzThe 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.