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Business productivity ⇄ Accounting and finance

Customer.io to Recurly integration — real-time, two-way sync

Keep Customer.io and Recurly in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Customer.io and Recurly

Connect the financial records in Recurly with the work happening in Customer.io, so both stay current without exports or copy-paste.

Recurly holds the financial truth: who the customers are, what they were billed, what they paid. Customer.io is where part of the day-to-day work happens, and that work often involves the same customers and transactions. Without a live connection, the two drift apart, and people end up answering questions from stale copies.

Stacksync keeps Subscriptions, Plans, Invoices, Transactions in Recurly and Objects, Events, Segments, Campaigns in Customer.io in sync, bi-directionally and in real time. Whatever records Customer.io keeps and whatever events it produces, the overlap with Recurly is mapped field by field, and a change on either side shows up on the other within seconds.

There is no middleware to build, no API rate limits to babysit, and no nightly job that leaves the morning running on yesterday's data.

Common use cases

  • 01 Sync Accounts and Subscriptions bi-directionally with Postgres so product and provisioning systems read live entitlement state and write plan or seat changes back to Recurly.
  • 02 Trigger revenue-recognition or ERP entries when new_subscription and canceled_subscription webhooks fire.
  • 03 Land delivery and engagement events (sent, opened, clicked, bounced) from reporting webhooks into a warehouse for attribution analysis.
  • 04 Keep unsubscribe and subscription-preference state consistent between Customer.io and the CRM to avoid compliance gaps.

Common sync patterns

Where Customer.io collects payments or triggers charges: events land in Recurly

Payment and charge activity flows into Recurly as it happens, so the books reflect reality without manual reconciliation.

Where Customer.io tracks people or companies: one identity

A customer's details updated in either system update the other, so finance and the rest of the business stop maintaining two versions of the same customer.

Where Customer.io handles customer conversations: billing context in view

Front-line teams see invoice and payment status from Recurly next to the customer they are helping, without logging into the finance system.

What you can sync between Customer.io and Recurly

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Customer.io objects Recurly objects How this pairing syncs
People Profiles with attributes, matched on identifiers like id or email; the main write target of data syncs. Transactions Individual payment attempts — captures, refunds, and voids; typically read into a warehouse for reconciliation and dunning analysis. People is specific to Customer.io and Transactions to Recurly — each maps to any object or custom field on the other side.
Objects Non-person entities such as accounts or companies, related to people for account-level messaging. Line Items One-time charges and credits on an account outside a subscription; synced for accurate revenue and adjustment reporting. Objects is specific to Customer.io and Line Items to Recurly — each maps to any object or custom field on the other side.
Events Behavioral events sent via the Track API that trigger campaigns. Coupons and Redemptions Discount definitions and their application to accounts and subscriptions; read for discount and promotion analysis. Events is specific to Customer.io and Coupons and Redemptions to Recurly — each maps to any object or custom field on the other side.
Segments Attribute- or event-based groups; data syncs feed the attributes segments evaluate. Billing Info Tokenized payment method (card/ACH) on an account; written when onboarding customers and read for payment-health signals (never stores raw card numbers). Segments is specific to Customer.io and Billing Info to Recurly — each maps to any object or custom field on the other side.
Campaigns Automated workflows whose membership and metrics can be read via the App API. Measured Units and Usage Metered-billing units; usage records are posted to a subscription before each bill run for consumption-based pricing. Campaigns is specific to Customer.io and Measured Units and Usage to Recurly — each maps to any object or custom field on the other side.
Broadcasts One-off sends to segments or audiences, triggerable via API. Accounts Customer/billing entity records keyed by account_code; the anchor most subscriptions and invoices hang off. Synced two-way with CRM accounts or a customer database. Broadcasts is specific to Customer.io and Accounts to Recurly — each maps to any object or custom field on the other side.

How changes propagate between Customer.io and Recurly

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Customer.io Recurly Sub-second propagation

DetectionCustomer.io notifies Stacksync of record changes through webhook events. Reporting webhooks push message and delivery events.

DeliveryEach detected change is written to Recurly through its API, with automatic retries and rate-limit backoff.

Recurly Customer.io Sub-second propagation

DetectionRecurly notifies Stacksync of record changes through webhook events. Webhooks (JSON or XML, one format per endpoint) for account, subscription, payment, and invoice events, plus incremental polling of list endpoints.

DeliveryEach detected change is written to Customer.io through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Customer.io: Subject to per-API rate limits documented by Customer.io.
  • Recurly: Production sites default to 1,000 requests/min with only GET requests counting toward the limit; sandbox sites 400/min with all requests counting; the limit is a sliding 5-minute window, X-RateLimit headers report the quota, and breaches return HTTP 429.
What ships with Customer.io ⇄ Recurly

Connect Customer.io and Recurly for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Customer.io–Recurly connection.

Real-time

Two-way sync

Changes in Customer.io or Recurly instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Customer.io or Recurly data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Customer.io or Recurly record.

Observability

Monitoring

Track your Customer.io ⇄ Recurly sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Customer.io and Recurly.

How the Customer.io and Recurly connectors work

Customer.io

Integration surface
REST APIs split by purpose: Track API for data ingestion, App API for campaigns, people lookups, and messages
Authentication
Basic auth with site ID and API key for the Track API; bearer token for the App API
Change detection
Reporting webhooks push message and delivery events; person attribute changes are not streamed and require source-side detection
Capabilities
read · write · webhooks
Rate limits
Subject to per-API rate limits documented by Customer.io

Recurly

Integration surface
REST API (V3, date-versioned; legacy V2 XML API also exists)
Authentication
API key via HTTP Basic auth (key as username, blank password); keys are per-site, with separate sandbox and production keys
Change detection
Webhooks (JSON or XML, one format per endpoint) for account, subscription, payment, and invoice events, plus incremental polling of list endpoints sorted by updated_at with begin_time/end_time filters
Capabilities
read · write · webhooks
Rate limits
Production sites default to 1,000 requests/min with only GET requests counting toward the limit; sandbox sites 400/min with all requests counting; the limit is a sliding 5-minute window, X-RateLimit headers report the quota, and breaches return HTTP 429.
How it works

How to connect Customer.io to Recurly — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Customer.io and Recurly with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Customer.io connected
    Recurly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Customer.io and Recurly objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Customer.io ⇄ Recurly
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Customer.io Recurly
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Customer.io and Recurly integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
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CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 412 integrations available for Customer.io and Recurly.

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