Klips: Creating Recurly data sources

You can set up a connection between Klipfolio^® Klips and Recurly to display your subscription data on a dashboard.

This article includes:

• Options for visualizing my Recurly data
• Connecting my Recurly data in Klipfolio
• Adding a Recurly pre-built data source
• Adding a Recurly custom-built data source
• Creating a Recurly custom Klip
• More about Recurly's API and queries

What options do I have for visualizing my Recurly data?

Create data visualizations based on pre-built options or build your own. The choice is yours!

Pre-built by Klipfolio

Take advantage of our pre-built data sources to gather the data most meaningful to you.

• Recurly pre-built data sources: Data sources provide the foundation for Klip^® building, so we suggest you create a data source as a first step (before building Klips^™ and adding them to your dashboard). Our pre-built data sources focus on the most sought-after Recurly data and are found on the Service Connectors page, available from this link or from your list of data sources. When you select a service connector from this page, the data source for that service is automatically added.

Custom-built by you

Taking the time to learn how to create your own data sources and Klips unlocks your data and enables you to control, manipulate, and transform it, leading you to unprecedented insights into your business.

• Custom data sources: When you create a custom data source, you can either use the pre-built data source as a starting point from which to write your own query or you can write your own queries from the ground up and build a data source from scratch. You create custom-built data sources in the Service Connectors page, accessible from this link or from your list of data sources.
• Custom Klips: Using our Klip Editor, you can construct and manipulate your data, including integrating multiple data sources, to produce unique, custom-built data visualizations. You create custom Klips from either your list of Klips or your Dashboard.

Regardless of whether you choose pre-built, custom-built, or a combination of both, before you can start building Klips and dashboards you need to connect to Recurly data in Klipfolio.

How do I connect to Recurly data in Klipfolio?

To connect your Recurly data to Klipfolio, you will need your Recurly API Key and your Subdomain.

To get the right data from Recurly, you use your Recurly API Key and Subdomain in the queries provided by Klipfolio or in your own query when building data sources.

How do I find my Recurly API Key and Subdomain?

To find your Recurly API Key:

1. Log in to your Recurly account.
2. In the side navigation, click Integrations.
3. Click API Credentials.
4. Copy your Private API Key.

To find your Recurly Subdomain:

• Your Recurly Subdomain can be found in the URL of your Recurly account. It is the first part of your Recurly web address (yourSubdomain.recurly.com).

How do I add a Recurly pre-built data source?

To add a Recurly pre-built data source:

1. Navigate to the Service Connectors page in Klipfolio and choose Recurly from the list.
2. Select a pre-built data source from the left section of the Choose a pre-built or custom connection page.
3. On the Configure your data source page, enter your Recurly API Key, Subdomain, and, if applicable, select an Account from the drop-down list.
4. Click Get data or, if you want to modify the pre-built data request, click Switch to Custom settings.
   Note: If you switch back to the Basic settings page after making changes in the Custom settings page, your changes will not be saved.
5. Ensure this is the data you’re looking for. Optionally, select the checkbox to Model your data. Learn more about modelling data sources.
6. Click Continue.
7. Name, choose refresh settings, and, optionally, share your data source.
8. Click Save.

If you clicked Switch to Custom settings:

1. On the Configure your data source page, modify the Query URL to get the data you want. You can use the existing information in the Query URL text box as a base. It was auto-filled based on the pre-built data source you selected on the Choose a pre-built or custom connection page.
2. Click Get data.
3. Ensure this is the data you’re looking for. Optionally, select the checkbox to Model your data. Learn more about modelling data sources.
4. Click Continue.
5. Name, choose refresh settings, and, optionally, share your data source.
6. Click Save.

How do I create a Recurly custom-built data source?

To create a Recurly custom-built data source:

1. Navigate to the Service Connectors page in Klipfolio and choose Recurly from the list.
2. On the Choose a pre-built or custom connection page, click Create a custom Recurly data source.
3. Adjust the Query URL information, as noted on the Configure your data source page, to replace any generic placeholder query information with your own.
   For example, replace <subdomain> with your own Subdomain.
4. Edit the Query URL to return the data you need. Refer to the Recurly API documentation for details.
5. Expand Authentication and, at Type, select Basic HTTP Authentication.
6. At Username, paste your Recurly API Key.
7. At Password, leave the field blank.
8. Click Get data.
9. Ensure this is the data you’re looking for. Optionally, select the checkbox to Model your data. Learn more about modelling data sources.
10. Click Continue.
11. Name, choose refresh settings, and, optionally, share your data source.
12. Click Save.

How do I create a Recurly custom Klip?

You create custom Klips from either your list of Klips or your Dashboard. You choose a data visualization format, for example, a pie chart, gauge, or table, and decide whether you want to use an existing data source or create a new one. In the Klip Editor, there are limitless opportunities to modify, relate, and display your data. See the following related articles for more information and get building!

• The Klip Editor
• Build a custom Klip

More about Recurly's API and queries

Klipfolio connects to hundreds of services in the cloud that have a REST API. If you take the time to learn your service’s API to create queries for the data you want, your possibilities are endless. Here’s a quick overview video on APIs and Klipfolio:

Klipfolio API's 101

If you need assistance using APIs, enlist a data analyst or developer.

Refer to the Recurly API documentation to discover more data requests.

See the reference table below for API related information and sample queries.

Related articles

• Introduction to data sources
• Connect your data
• About JSON and XML data sources
• Guide to REST API data sources