My Recurly Accounts are not being created/Not linking to Standard Accounts

Please check your Recurly Admin settings to ensure that you have linking and account creation enabled.

 

Additionally, you will need to ensure that the field that's selected on the standard account (under "Salesforce Account Link Field") is not a formula field as that will prevent linking.

 

To check on these settings:

  1. Go to your Recurly Admin tab in Salesforce.
  2. Select "Account Link Settings"
  3. Make sure that the box next to "Link Accounts Enabled" is checked. If not, click the Edit button and check the box -> Save Changes.
  4. Make sure that the box next to "Create Accounts To Link To" under "Create Linked Standard Accounts" is checked. If not, click the Edit button and check the box -> Save Changes.

 

Updating these settings should resolve the issue, but if it doesn't, please contact us at support@recurly.com for help!