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  5. Recurly Xero integration flaws and how to overcome them using Zapier

Integration Overview

The integration is a one-way sync between Recurly to Xero with five points of integration. Records are synced in the following sequence:

  • Recurly Items, Plans, Setup Fees, and Add-Ons with Xero Inventory Items
  • Recurly Accounts with Xero Contacts
  • Recurly Invoices with Xero. Please note, all Recurly accounts will be synced regardless of the Start Date that you select.
  • Recurly Payments with Xero Payments and Refunds
  • Recurly Credits with Xero Credit Notes

The Recurly for Xero integration will sync the following fields from the account in Recurly to the customer record in Xero:

  • Account Number
  • Contact Person (First / Last Name)
  • Email Address
  • Postal Address (from Billing Address in Recurly)
  • Phone Number

All Recurly plans will sync to Xero as line-items.

Problems with the integration

  • Higher tiers of subscription to Recurly support revenue recognition reporting, however no entries are posted to Xero that reflect this. You would need to use the reports to manually create a journal, or use software in combination with Recurly that handles automatic revenue recognition.
  • Payments can only be posted to a single payment account. This is not helpful if multiple currencies are accepted and payouts are in different currencies.
  • Sales can only be posted to a single account, and there is no tracking category integration.

Benefits of the integration vs Zapier

  • You are able to backdate it by choosing a start date for transactions to push across.
  • It’s free

Integrating with Zapier

Using the ‘New Transaction in Recurly’ trigger it’s possible to create an invoice and a payment to Xero. These can be set to different sales accounts, payment accounts, tracking categories, VAT codes, currencies, etc., depending on what the transaction in Recurly is.

Need help with this integration? Contact our Help Desk

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