Recurly for NetSuite Integration at a Glance

Recurly for NetSuite

To optimize your subscription business and get the most out of your customer data and other metrics, you need strong financial reporting that adheres to compliance guidelines. Financial reporting for subscription based-businesses presents unique requirements as these metrics have an emphasis on customer-centric data such as customer renewal rates, churn and lifetime value.

Recurly merchants can seamlessly integrate their billing and subscription data from Recurly with their accounting and financial data through our new integration with NetSuite, a leading cloud-based business software for accounting and ERP. Through this integration, Recurly merchants can effectively and accurately manage recurring revenue data using NetSuite’s best-in-class, automatic, GAAP-compliant revenue recognition and standard financial reporting.

The NetSuite integration is available to merchants who are on the Recurly Enterprise pricing plan.

In order to take advantage of the integration, merchants need the following functionality enabled within NetSuite:

  • NetSuite ERP
  • Revenue Recognition Module
  • Sandbox Account (for testing and verification of data)

Sync Details:
The Recurly/NetSuite integration is a one-way integration which syncs the following records between Recurly and NetSuite:

  • Plans, Add-Ons, and Setup Fees
  • Customer Accounts
  • Invoices
  • Transactions
  • Credits

The process runs every two hours by default, and will sync any records that have not yet been synced between the two systems.

The following diagram details how records are integrated between the two systems:

Plans, Add-Ons, and Setup Fees

Once plans, add-ons, and setup fee records are integrated with NetSuite, they will be Non Inventory Items for Sale in the NetSuite product catalog. From there, merchants can assign Deferred and Recognized Revenue accounts against each product so that when invoices are integrated, revenue will be recognized appropriately.

Customer Accounts

Customer accounts within Recurly are integrated with the Customer and Contact record types within NetSuite. Merchants can utilize NetSuite reporting to aggregate their financial records by customer once this information has been integrated.


Invoices in Recurly are integrated with Invoices in NetSuite. The header information will be defined based on the NetSuite configuration of each merchant. The line level information will define revenue recognition rules: the periods that are defined on invoices within Recurly will populate NetSuite revenue recognition schedules that will drive revenue recognition. Merchants have the option to manually edit.


Transactions within Recurly are integrated with Payments and Refunds within NetSuite. When a payment is integrated to NetSuite, it will close the accounts receivable on the invoice to which it is associated.


Credits in Recurly are integrated with Credit Memos within NetSuite. As with invoices, this will utilize the built-in revenue recognition functionality within NetSuite to properly recognize revenue and handle accounts receivable.

Custom Fields

Because every NetSuite implementation is different, Recurly is able to integrate with custom fields that a merchant has in a NetSuite. This customization can be defined during a conversation with the Recurly team.

How do I use Recurly with my existing website?


There are a few options for setting up Recurly to work with your existing website. You can incorporate Hosted Pages directly within your site or application, use the REST API (for rapid development suitable for the most common web storefront operations), or use an out-of-the-box platform like PeakPortal to facilitate commerce.


Option 1: Recurly's APIs allow you to handcraft a web application that directly accesses our billing, payment, and subscription management services. This option is the most time intensive and requires a broad understanding of Recurly.

Option 2: The second option is for you to use Recurly's hosted pages. Hosted pages is a pre-built Credit Card or ACH form that you will need to integrate into the overall purchasing flow of your website. It also offers a subset of self-service functionality but is limited in its customization and use cases it supports. This option requires moderate development work. 

Option 3: PeakPortal has developed an out-of-the-box application that easily connects to Recurly and supports over 150 subscription billing use cases. Upon a short implementation, they can customize the portal to look similar to your website to ensure your customers are never confused about the environment they are in. It is usually ready to deploy within 24 hours.

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PeakPortal for Recurly is integrated with not only Recurly but also Shipstation for automatic fulfillment management services. PeakPortal also provides a shopping cart whereby you can place a purchase link in your website to facilitate the subscription checkout process.

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Learn more about PeakPortal for Recurly and request a demo.