Overview

These Data Transformation features are part of Recurly Revenue Recognition Advanced. [Learn more here].

Prerequisites

• Familiarity with your organization’s revenue recognition standards.
• Understanding of product bundling and data rule logic.
• Knowledge of which attributes you need in your analysis datasets.

Limitations

• Datasets cannot be deleted once created—only inactivated.
• Data Rules cannot be deleted—only toggled inactive.

Definition

Data Transformation in Recurly Revenue Recognition Advanced lets you:

• Bundle products into single units with inherited pricing and cost rules.
• Apply Data Rules to transactions via formulas, criteria, or attributes.
• Auto-generate billing for external subscription data without separate invoice imports.
• Derive exchange rates automatically based on contract or invoice dates.
• Build Datasets for analytics—updated daily and locked once created.

Key benefits

• Streamlined workflow: Eliminate manual splits, invoice uploads, and rate lookups.
• Accurate recognition: Enforce consistent rules and formulas for revenue, cost, and commission.
• Robust analytics: Leverage custom datasets to power your executive reports and dashboards.

Key details

• Product bundle: Group multiple SKUs into a single “Parent” unit; define child lines with pricing, cost, and commission formulas. Learn more
• Data rules: Create transaction-level logic—apply formulas, sub-criteria, and attributes to orders or contract lines. Learn more
• Auto Bill for external data: Automatically generate invoices from imported sales orders when billing terms match subscription terms. Learn more
• Derive ExRate for external data: Automatically fetch and apply correct exchange rates for off-platform contracts and invoices. Learn more
• Datasets: Define analysis tables with primary attributes; updated daily and inactivated when no longer needed. Learn more