How Do I Combine Account, Subscription, and Invoice Data for a Full Customer History Report using Exports?

To get an end-to-end view of your customer lifecycle in Recurly Subscriptions, you must combine data from three separate Exports, as no single report automatically integrates all three records. This process is called "Data Stitching."

Step-by-Step Data Stitching

1. Establish Your Base: Start with the Accounts Export or Subscriptions Export to establish your primary customer base.

2. Link to Invoices: Use the account_code from the Accounts Export to link directly to the Invoices – Summary Export. The account_code is the unique customer identifier across the platform.

3. Filter by Service: Use the subscription_id from the Subscriptions Export to filter transactions and adjustments related to that specific service.

4. Pull Line-Item Detail: Use the Adjustments Export to pull detailed line-item information for each invoice, which often contains the deepest level of detail on charges and credits.

By joining these three data sets from their respective exports on their unique codes, you can build a complete financial and activity timeline for every customer.