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Accounting and finance ⇄ Business productivity

Recurly to SendGrid integration — real-time, two-way sync

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

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

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Why teams connect Recurly and SendGrid

Connect the financial records in Recurly with the work happening in SendGrid, 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. SendGrid 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 Senders, Single Sends, Unsubscribe Groups, Email Activity in SendGrid in sync, bi-directionally and in real time. Whatever records SendGrid 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 Post usage records to Measured Units on metered Subscriptions from a metering database before each bill run.
  • 02 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.
  • 03 Sync CRM contacts and their custom fields into SendGrid lists so campaign targeting reflects live sales data
  • 04 Write bounces, spam reports, and unsubscribes back to the CRM to keep email opt-in status accurate everywhere

Common sync patterns

Where SendGrid 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 SendGrid 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.

Where SendGrid 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.

What you can sync between Recurly and SendGrid

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.

Recurly objects SendGrid objects How this pairing syncs
Transactions Individual payment attempts — captures, refunds, and voids; typically read into a warehouse for reconciliation and dunning analysis. Contacts Marketing recipients upserted from CRM or database records, including custom field values. Transactions is specific to Recurly and Contacts to SendGrid — each maps to any object or custom field on the other side.
Line Items One-time charges and credits on an account outside a subscription; synced for accurate revenue and adjustment reporting. List Synced with incremental and full sync per the Stacksync docs. Line Items is specific to Recurly and List to SendGrid — each maps to any object or custom field on the other side.
Coupons and Redemptions Discount definitions and their application to accounts and subscriptions; read for discount and promotion analysis. Segments Query-based contact groups whose membership SendGrid computes from contact fields. Coupons and Redemptions is specific to Recurly and Segments to SendGrid — each maps to any object or custom field on the other side.
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). Categories Synced with incremental and full sync per the Stacksync docs. Billing Info is specific to Recurly and Categories to SendGrid — each maps to any object or custom field on the other side.
Measured Units and Usage Metered-billing units; usage records are posted to a subscription before each bill run for consumption-based pricing. Senders Synced with incremental and full sync per the Stacksync docs. Measured Units and Usage is specific to Recurly and Senders to SendGrid — each maps to any object or custom field on the other side.
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. Single Sends One-off marketing campaigns whose stats are read back for reporting. Accounts is specific to Recurly and Single Sends to SendGrid — each maps to any object or custom field on the other side.

How changes propagate between Recurly and SendGrid

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.

Recurly SendGrid 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 SendGrid through its API, with automatic retries and rate-limit backoff.

SendGrid Recurly Sub-second propagation

DetectionSendGrid notifies Stacksync of record changes through webhook events. Event Webhook posts delivery and engagement events (processed, delivered, open, click, bounce, spam report) to an HTTP endpoint.

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

Rate-limit considerations

  • 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.
  • SendGrid: Subject to the platform's API rate limits; contact upserts are batched, asynchronous jobs rather than per-row writes.
What ships with Recurly ⇄ SendGrid

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Recurly or SendGrid 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 Recurly or SendGrid record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Recurly and SendGrid connectors work

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.

SendGrid

Integration surface
REST API (v3)
Authentication
API key (create in SendGrid Settings > API Keys with Custom Access / Full Access for the objects to sync; key begins with "SG")
Change detection
Event Webhook posts delivery and engagement events (processed, delivered, open, click, bounce, spam report) to an HTTP endpoint; contact and list changes are detected by polling
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits; contact upserts are batched, asynchronous jobs rather than per-row writes
SendGrid setup guide
How it works

How to connect Recurly to SendGrid — 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 Recurly and SendGrid 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
    Recurly connected
    SendGrid connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Recurly and SendGrid 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 · Recurly ⇄ SendGrid
    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
    Recurly SendGrid
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Recurly and SendGrid 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
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ISO 27001
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DPF US-EU-UK-CH
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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 450 integrations available for Recurly and SendGrid.

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