Recurly + Orcabase
Every Recurly subscription, in plain answers.
Sync Recurly through Fivetran and ask how trials convert, which plans renew and where revenue leaks, in plain words, right next to the rest of your business.
- Synced by Fivetran
- Syncs every 6 hours
- No Fivetran account needed
How many trials converted to paid in August?
41% of August’s trials converted, the best month this year.
- Trials with a card on file converted at 58%.
- Most people decide on the last two days of the trial.
- The annual plan took one in four conversions.
Trial conversion by month, %
How I got this· 4 steps
- Looked at your Recurly subscriptions
- Found trials that ended in August
- Checked which became paid
- Split them by card on file and plan
Example answer. Numbers are illustrative.
In plain words
How can I report on Recurly trials and renewals?
Fivetran copies your Recurly accounts, subscriptions, invoices and transactions into a database Orcabase hosts for you. Define trial conversion, renewal rate and MRR once, and every answer uses them.
Then ask in plain words, like “how many trials converted last month?”, and get the number with a chart and the steps behind it.
Ask in plain words
What you can ask about your Recurly data
The agent answers with the number, a chart and the steps it took. Keep the good answers on a dashboard.
How many trials converted last month?
Which plans renew most reliably?
How much revenue is up for renewal next month?
When in their first year do subscribers cancel?
How many accounts are past due right now?
What’s our average revenue per account?
Which coupons bring subscribers who stay?
Show me active subscriptions by plan.
What comes in
Your Recurly data, ready to ask about.
A copy in a database Orcabase hosts for you, with its own folder for each app.
Accounts
Subscriptions
Invoices and transactions
Plans and coupons
Numbers worth defining
Define them once. Every answer agrees.
Tell Orcabase what each number means, certify it, and your dashboards, the agent and your whole team use the same one. The agent can draft these from your Recurly data.
Trial conversion
Share of trials that became paid subscriptions.
Renewal rate
Share of subscriptions due to renew that did.
Past-due accounts
Accounts with an unpaid invoice past its due date.
Average revenue per account
Monthly revenue divided by active accounts.
Dashboards to start with
Your Recurly numbers at a glance.
Ask the agent to build one of these, or pin charts yourself. Share any dashboard with a link.
Subscriptions
4 charts- Active subscriptions by plan
- Trial conversion
- Renewal rate
- Cancellations by month
Billing
3 charts- Revenue by month
- Past-due accounts
- Failed transactions
Better together
Ask across Recurly and the rest of your business.
The best questions need more than one app. The agent can pull from several sources for one answer.
How to connect
Connect Recurly, step by step.
- 1
Find it in Sync data
In Orcabase, go to Sync data → Add source and search for Recurly. Pick the database to sync into.
- 2
Connect Recurly on Fivetran’s page
Fivetran’s page asks you to sign in to Recurly, or for an API key. Your login goes to Fivetran, never to Orcabase.
- 3
Choose what to sync
Back in Orcabase, tick the data you want. Only what you pick is synced, and only it counts toward your allowance.
- 4
Ask away
The first sync starts straight away. When it’s done, ask the agent about your Recurly data.
What you’ll need
- A Recurly login that can create an API key.
- The Admin role in Orcabase, and data hosting: Fivetran writes into a database Orcabase hosts for you.
- How it connects
- Synced by Fivetran
- How fresh
- Every 6 hours, as standard.
- Where your data lives
- A copy in a database Orcabase hosts for you, with its own folder for each app.
- Who can set it up
- An admin in your organization.
- Your login
- You sign in on Fivetran’s own page. Orcabase never sees your password or keys.
- Cost
- Counts toward your monthly sync allowance: 500,000 changed rows a month, as standard.
Can Orcabase change subscriptions in Recurly?
Can I see trials and renewals by plan?
Do I need a Fivetran account?
How fresh is my Recurly data in Orcabase?
What does syncing cost?
Your Recurly data already has the answers.
Connect it, ask your first question, and pin the answers you want to see every week.