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Accounting and finance ⇄ Data warehouse

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

Keep Recurly and Yellowbrick 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 Yellowbrick

Land the financial records from Recurly in Yellowbrick continuously, and write results back, without building or maintaining a pipeline.

Finance data belongs in the warehouse: revenue, invoices, payments, and customers joined with everything else the business measures. Getting it there usually means an extraction pipeline that breaks quietly and delivers yesterday's numbers.

Stacksync syncs Plans, Invoices, Transactions, Line Items from Recurly into tables in Yellowbrick in real time, and the connection works in both directions: values computed in Yellowbrick can be written back to fields in Recurly where you want them operational. Schema changes are handled, API limits are managed, and the sync is something you configure rather than code you maintain.

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 Push warehouse-computed aggregates or segments back into operational tools such as a CRM.
  • 04 Sync CRM and marketing data into Yellowbrick tables so it can be joined with large fact tables for enterprise BI.

Common sync patterns

Queryable history for audit and reconciliation

A continuously synced copy in Yellowbrick gives you a durable, queryable record of financial data for month-end and audit questions.

Finance analytics without ETL

Invoices, payments, and customer records from Recurly arrive in Yellowbrick as queryable tables, current within seconds instead of a day behind.

Revenue joined with everything else

Analysts combine Recurly's financial records with product, marketing, or operational data already in Yellowbrick for reporting the finance system cannot do alone.

What you can sync between Recurly and Yellowbrick

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 Yellowbrick objects How this pairing syncs
Line Items One-time charges and credits on an account outside a subscription; synced for accurate revenue and adjustment reporting. Databases Top-level containers for schemas and tables. Line Items is specific to Recurly and Databases to Yellowbrick — 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. Schemas Namespaces used to organize synced datasets by source or domain. Coupons and Redemptions is specific to Recurly and Schemas to Yellowbrick — 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). Tables Columnar MPP tables; the primary targets for warehouse syncs. Billing Info is specific to Recurly and Tables to Yellowbrick — 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. Views Logical views used to shape reads for BI and downstream syncs. Measured Units and Usage is specific to Recurly and Views to Yellowbrick — 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. Users and Roles Access-control objects that govern what a sync service account can read and write. Accounts is specific to Recurly and Users and Roles to Yellowbrick — each maps to any object or custom field on the other side.

How changes propagate between Recurly and Yellowbrick

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 Yellowbrick 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 applied to Yellowbrick as a row-level write, with types converted between the two schemas.

Yellowbrick Recurly Interval-based propagation

DetectionStacksync polls Yellowbrick for changes on an incremental schedule, reading only records changed since the previous pass. Polling on timestamp columns.

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.
  • Yellowbrick: No API rate limits; throughput depends on cluster sizing, and bulk loads should use ybload rather than row-by-row inserts.
What ships with Recurly ⇄ Yellowbrick

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Recurly or Yellowbrick 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 Yellowbrick record.

Observability

Monitoring

Track your Recurly ⇄ Yellowbrick 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 Yellowbrick.

How the Recurly and Yellowbrick 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.

Yellowbrick

Integration surface
SQL wire protocol (PostgreSQL-compatible) with JDBC/ODBC drivers; bulk loading via the ybload utility
Authentication
Database credentials, with LDAP and Kerberos options in enterprise deployments
Change detection
Polling on timestamp columns; no exposed transaction-log CDC
Capabilities
read · write
Rate limits
No API rate limits; throughput depends on cluster sizing, and bulk loads should use ybload rather than row-by-row inserts.
How it works

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

    Choose tables

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

Recurly and Yellowbrick 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.

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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 426 integrations available for Recurly and Yellowbrick.

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