Integrations are data sources that you can connect through Calqulate to automate the process of financial reporting. Calqulate has a plug-and-play integration with Recurly, which imports all your customers, products, recurring subscriptions and transactions.
Once connected, the data from your Recurly account will be displayed in the Metrics Dashboards and help us calculate your ARPA, MRR, & LTV, among other metrics that matter. Calqulate also saves your customer data, recurring subscriptions and transactions in the Customers and Products menus.
Let's get your Recurly Integration set up. Firstly, go to the left-hand menu and click on your account > Settings.
Under Settings, you will find the Integrations tab and Recurly.
For your 14-day free trial, we won't charge you for integrating Recurly as a thank you for trying out Calqulate.
When your free trial ends, you will still be able to see the data you imported. However, you will need to sign up to one of our plans to continue to import data from Recurly. Upgrade to one of our plans anytime in Settings > Subscription.
Note: It is possible to add two or more of the same types of integration. For instance, you might have two Recurly accounts associated with your company which each serve a different region (EU vs. US). Therefore, please create a unique Name for each integration you add.
Click Connect now.
Next, you'll be taken to an external page where you need your details ready to log in to Recurly. Depending on the volume of your data, syncing can take up to one minute.
When directed back to Calqulate, you'll see a list of your current integrations. Check that the Status for your Recurly integration reads Active.
Note: You might need to refresh your browser in order to see your integration as Active.
That's it, your integration is now added to Calqulate!
There are also a few places to check your data is coming through successfully
Calqulate Tip: Now that you've integrated Recurly, try adding an Accounting Software integration such as QuickBooks, Xero, Procountor, or Exact to pull all your financial data to one place and get the most out of Calqulate.
Updated about 1 year ago