Data transformation
Recurly RevRec data transformation features let you bundle products, apply data rules, auto-generate billing, derive exchange rates, and build analytics datasets.
Data transformation is the set of Recurly RevRec tools that shape your raw transaction data into exactly what revenue recognition needs. Bundle products into single units, apply rule-based logic to transactions, auto-generate billing for external data, derive exchange rates automatically, and build datasets for analytics — all without manual splits, uploads, or lookups. Use the cards below to jump to any feature.
Part of Recurly RevRec — learn more
Prerequisites
- Familiarity with your organization's RevRec Essentials.
- Understanding of product bundling and data rule logic.
- Knowledge of which attributes you need in your analysis datasets.
Limitations
- Datasets can't be deleted once created — only inactivated.
- Data rules can't be deleted — only toggled inactive.
Definition
Data transformation in Recurly RevRec lets you bundle products into single units with inherited pricing and cost rules, apply data rules to transactions via formulas and criteria, auto-generate billing for external subscription data, derive exchange rates from contract or invoice dates, and build datasets for analytics that update daily and lock 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
Use custom datasets to power your executive reports and dashboards.
Features
Product bundle
Group multiple SKUs into a single parent unit and define child lines with pricing, cost, and commission formulas.
Data rules
Create transaction-level logic that applies formulas, sub-criteria, and attributes to orders or contract lines.
Autobill for external data
Automatically generate invoices from imported sales orders when billing terms match subscription terms.
Derive exchange rate for external data
Automatically fetch and apply the correct exchange rates for off-platform contracts and invoices.
Datasets
Define analysis tables with primary attributes that update daily and can be inactivated when no longer needed.