Data imports and exports
Unlock the full potential of your Recurly data through comprehensive data imports and exports; a pivotal tool in achieving data-driven insights and business intelligence.
The Data imports and exports section covers how to bring data into your Recurly account and how to export detailed reports across your business — from customer records and subscriptions to invoices, coupons, transactions, and revenue recognition. Use it to populate your account, analyze performance and customer behavior, and keep records for compliance.
Note Exporting data requires the Analytics user role. Exports are available through the admin console and the Recurly API.
Key benefits
Comprehensive insight
Pull from a wide range of reports to support data-driven decisions.
Ease of access
Straightforward import and export flows for hassle-free data management.
Customization
Tailor reports to your business with a range of filters and options.
Automation
Schedule automated exports to streamline reporting and save time.
Compliance & record-keeping
Keep detailed records for compliance and reference, including external invoices and revenue recognition schedules.
In this section
Customer data imports
Import customer data to populate accounts and records across your Recurly account.
Data exports
How to retrieve exports, what each report contains, and tips for using them.
Automated exports
Schedule and manage exports through the Recurly API to save manual effort.
Custom exports
Build tailored exports that return exactly the fields your business needs.
Available exports
Accounts & billing
- Accounts — account-level information.
- Account notes — notes created on accounts.
- Adjustments — charge and credit adjustments, with tax broken down by jurisdiction.
- Adjustments — coupons — adjustments broken out by discount per coupon redemption.
- Adjustments — taxes — taxes calculated through Vertex and Avalara for Communications (AFC).
- Billing info — billing information associated with accounts.
Coupons
- Coupons — all coupons set up on the site.
- Coupon redemptions — all redemptions of coupons.
- Coupons — bulk unique codes — all unique codes for a bulk coupon.
Payments & credits
- Credit payments — use of outstanding credit balances to pay invoices.
- Transactions — data sent to the gateway when processing a transaction.
- Gift cards — all purchased gift cards.
Invoices
- Invoices — accounts receivable — aging report of all unsettled receivables.
- Invoices — external — invoices for subscriptions created on third-party platforms.
- Invoices — summary — invoice header information and summary totals.
- Invoices — unused numbers — invoice numbers not used for generated invoices.
Items & products
- Items — associated plans — plan add-ons created from a saved item.
- Items — associated subscriptions — subscription add-ons created from a saved item.
- Product catalog — all product offerings, add-ons, and items, active or inactive.
Subscriptions
- Subscriptions — your customers' subscriptions to your plans.
- Subscription add-ons — detailed information on subscription add-ons.
- Subscription add-ons — history — changes made to a subscription add-on over time.
- Subscriptions — churned — subscriptions that have expired and are no longer active.
- Subscriptions — external — external subscriptions stored on third-party platforms.
- Subscriptions — history — every version created following a change to a subscription.
- Subscriptions — pending changes — active subscriptions with a change pending at renewal.
- Subscriptions — ramp pricing — subscriptions on a ramp-priced billing model.
- Subscriptions — usage records — usage logged for usage-based subscription add-ons.
Revenue recognition
Sunset The Revenue recognition schedules export was sunset on October 31, 2025 and is now read-only. For revenue recognition going forward, see Recurly Revenue Recognition Standalone.
Site & users
- Account activities — account activity records.
- Site activities — site activity records.
- Users — user information for your site.
Updated 2 days ago
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