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Accounting and finance ⇄ CRM

Recurly to Veeva CRM integration — real-time, two-way sync

Keep Recurly and Veeva CRM 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 Veeva CRM

Sync customers, invoices, and payment status between Recurly and Veeva CRM in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Veeva CRM knows the relationship: who the contacts are and what is in motion with the account. Recurly knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Transactions, Line Items, Coupons and Redemptions, Billing Info in Recurly to Medical Inquiries, Sample Transactions, Consent Records, Key Messages and CLM Content in Veeva CRM with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

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 HCP and HCO accounts between Veeva CRM and a customer master or MDM system to keep the customer master aligned.
  • 04 Replicate call and activity data into a warehouse for field-force effectiveness reporting.

Common sync patterns

Collections with context

Finance sees the account owner and relationship history from Veeva CRM when chasing a balance, and sales sees that the chase is happening.

Where Veeva CRM tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Recurly with the right billing details, so invoicing starts without re-keying.

Payment status on the account

Invoice and payment status from Recurly appears on the account in Veeva CRM, so reps see overdue balances before they promise the next order.

What you can sync between Recurly and Veeva CRM

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 Veeva CRM objects How this pairing syncs
Plans The product and pricing catalog (plan codes, intervals, add-ons); usually mastered in Recurly and read out, or mirrored from a product database. Key Messages and CLM Content Approved content presented during calls, referenced in activity data. Plans is specific to Recurly and Key Messages and CLM Content to Veeva CRM — each maps to any object or custom field on the other side.
Invoices Charge and credit billing documents; read-heavy for revenue reporting, and creatable through Purchases for one-off charges. Territories and Alignments Rep-to-account assignments, often fed from a roster or alignment system. Invoices is specific to Recurly and Territories and Alignments to Veeva CRM — each maps to any object or custom field on the other side.
Transactions Individual payment attempts — captures, refunds, and voids; typically read into a warehouse for reconciliation and dunning analysis. Events Medical events and speaker programs managed through Veeva's events capabilities. Transactions is specific to Recurly and Events to Veeva CRM — 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. Approved Email Activity Sent-email records from Veeva Approved Email, used in engagement reporting. Line Items is specific to Recurly and Approved Email Activity to Veeva CRM — 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. Accounts (HCPs and HCOs) Healthcare professionals and organizations; the central entity most syncs key on. Coupons and Redemptions is specific to Recurly and Accounts (HCPs and HCOs) to Veeva CRM — 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). Calls Recorded visits and interactions with HCPs, including samples dropped and key messages shown. Billing Info is specific to Recurly and Calls to Veeva CRM — each maps to any object or custom field on the other side.

How changes propagate between Recurly and Veeva CRM

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 Veeva CRM 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 Veeva CRM through its API, with automatic retries and rate-limit backoff.

Veeva CRM Recurly Interval-based propagation

DetectionStacksync polls Veeva CRM for changes on an incremental schedule, reading only records changed since the previous pass. Polling on record modification timestamps.

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.
  • Veeva CRM: Subject to the underlying platform's API request allocations, which are contract-dependent.
What ships with Recurly ⇄ Veeva CRM

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Recurly or Veeva CRM 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 Veeva CRM record.

Observability

Monitoring

Track your Recurly ⇄ Veeva CRM 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 Veeva CRM.

How the Recurly and Veeva CRM 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.

Veeva CRM

Integration surface
Salesforce-platform APIs (REST, SOAP, Bulk) for classic Veeva CRM; Vault REST API for Vault CRM
Authentication
OAuth 2.0
Change detection
Polling on record modification timestamps; platform event streams where the underlying org enables them
Capabilities
read · write
Rate limits
Subject to the underlying platform's API request allocations, which are contract-dependent.
How it works

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

    Choose tables

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

Recurly and Veeva CRM 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
CCPA
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 500 integrations available for Recurly and Veeva CRM.

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