Recurly
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Recent activity by Recurly-
How Do I Set a Long-Term Subscription with a Monthly Billing Cycle?
You can create plans that tie customers to a specific contractual term length, such as for an annual term, while keeping the subscription billing at a shorter, more frequent interval, like monthly....
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Can I Configure Email Templates via the Recurly API?
No, it is not currently possible to configure or edit any email templates via the Recurly API. Your only option is to use the Recurly Admin Console to set up and manage all of your email templates....
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Is a Payment Gateway Required to Move into Production Mode?
Yes, a payment gateway is required to move into production mode if you plan to accept credit card payments and run transactions through Recurly. However, if you are planning to utilize Recurly to m...
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Why Is a Coupon Value Not Syncing from Recurly to Salesforce?
If the value of a coupon applied to a customer account is not syncing over from Recurly to the "Recurly Subscriptions" object in Salesforce, it is typically because the coupon applied was an accoun...
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What Is the Difference Between Recurly's Site Modes?
Recurly offers three distinct site "modes" to support your business from initial testing to live transaction processing: Sandbox, Development, and Production. Each mode has a specific purpose and f...
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How Can I Test AvaTax Before Going Live?
To connect your Recurly site to Avalara for tax calculations, you'll need to ensure your site is in Developer Mode to properly test the integration. Step 1: Confirm Your Site Mode If your site is c...
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When Does a Card Authorization Expire?
Card authorizations automatically expire after a period of time if they are not captured. The exact length of time for an expiration varies depending on the card brand and your payment gateway, but...
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How Do I Uninstall a Salesforce Package?
To successfully uninstall a Salesforce package, two things must happen: you must deactivate the sync, and you must ensure there are no custom fields, workflow rules, or Apex code referencing any ob...
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How Do I Change the Start Date for a Future Subscription?
To change the start date for a subscription that is scheduled to begin in the future, follow these steps: Navigate to the customer's account in the Recurly Admin Console. In the subscription ta...
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How Do I Troubleshoot Missing Data in My Salesforce Integration?
If you are missing data in your Salesforce org, the first recommendation is to attempt a full re-sync of the data. Step 1: Perform a Full Re-sync Go to the Recurly Admin tab in Salesforce and sel...