Overview

Plan availability

Sandbox and Developer Modes

In sandbox and developer modes, you have the ability to add up to 5 custom fields to your account. This allows you to test the custom field feature and ensure that your integrations are effectively utilizing this information.

Starter Plan

The Starter plan of Recurly does not support custom fields. If you've enabled custom fields in Sandbox mode and wish to transition to the Starter plan, you'll need to remove existing custom fields before proceeding.

Pro Plan

Recurly's Pro plan users can incorporate up to 5 custom fields, offering added flexibility to mold your account and data to better suit your business operations.

Elite Plan

For those on the Recurly Elite plan, the allowance extends to 10 custom fields. This expanded capacity provides a broader scope for customization, ensuring your data management aligns perfectly with your business needs.

Definition

In Recurly, you have the option to create custom fields for various objects such as Account, Charges, Item, Plan, and Subscription. These custom fields serve as a way to capture and store additional information related to customers, their subscription objects, item attributes, or criteria for offering plans.

The creation of custom fields is done through the Recurly Admin Console (UI), where you define the specific attributes and properties of each custom field. Once defined, you can assign, edit, or view these custom fields either through the API or the Recurly Admin Console (UI).

By utilizing custom fields, you can tailor your Recurly experience to match your unique business needs, ensuring that you have access to the relevant data and insights that drive your operations forward. Whether you want to track specific customer information, add extra details to your item catalog, or enable targeted plan offerings, custom fields provide the flexibility to accommodate your requirements.

Creating custom field definitions

Users with the Configuration permission within their role have the ability to create custom field definitions on their Recurly site. These definitions allow you to collect custom field values for accounts, items, plans, or subscriptions.

To create a custom field definition, follow these steps:

1. Navigate to Configuration > Custom Fields > Create Custom Field.
2. You will be presented with a screen similar to the example below:

The following fields are available when creating a custom field definition:

• API Field Name: This serves as the ID used in the API to reference the custom field. It should not contain spaces and can only consist of numbers, letters, dashes, and underscores.
• Recurly Object: This determines the object on which the custom field is created, such as account, charge, item, plan, or subscription.
• Admin Console Access: This option controls the behavior of the field in the Recurly UI.
  • Hidden in the admin console: The field is only editable or viewable via the API.
  • Read-only in the admin console: The field is viewable in the UI but only editable through the API.
  • Editable in the admin console: The field can be viewed and edited in both the UI and API.
  • Able to set in the admin console (applicable only to Charge): Enables the field to be set but not viewed in the Admin console.
• Admin Console Field Name: If you enable the field to be set, edited, or viewed in the Admin Console, this field is required, and its value becomes the field name in the Admin Console.
• Tooltip Description: If populated, a question mark icon will appear next to the Admin Console Field Name, providing additional context for users to understand the purpose of the field.

Custom field data types

All custom fields are limited to 255 characters and are available as text fields only. You can populate these fields with any combination of letters and numbers, such as "xyz123," "John Smith," or "こんにちは."

Please note that custom fields currently do not support picklist, boolean, true/false, or radio button data types.

Editing custom field definitions

After creating a custom field definition, you can edit certain data elements through the Configuration > Custom Fields menu. The following fields can be edited:

• API Field Name: This serves as the ID used in the API to reference the custom field. It should not contain spaces and can only consist of numbers, letters, dashes, and underscores.
• Recurly Object: This determines the object on which the custom field is created, such as account, charge, item, plan, or subscription.
• Admin Console Access: This option controls the behavior of the field in the Recurly UI.
  • Hidden in the admin console: The field is only editable or viewable via the API.
  • Read-only in the admin console: The field is viewable in the UI but only editable through the API.
  • Editable in the admin console: The field can be viewed and edited in both the UI and API.
  • Able to set in the admin console (applicable only to Charge): Enables the field to be set but not viewed in the Admin console.
• Admin Console Field Name: If you enable the field to be set, edited, or viewed in the Admin Console, this field is required, and its value becomes the field name in the Admin Console.
• Tooltip Description: If populated, a question mark icon will appear next to the Admin Console Field Name, providing additional context for users to understand the purpose of the field.

Deleting custom field definitions

If you no longer wish to collect data for a specific custom field on your accounts, charges, items, plans, or subscriptions, you have the option to delete the custom field definition from your Recurly site. Please note that deleting a custom field definition will permanently remove all associated custom field data.

To delete a custom field definition, follow these steps:

1. Go to Configuration > Custom Fields.
2. Take note of the value in the "Field Name (API)" column for the custom field you want to eliminate.
3. Hover over the row of the custom field you'd like to delete, and on the right side of the table, select "Delete."

4. Enter the value you noted in the previous step.
5. Once entered, the "Confirm" button will become enabled.

6. Review the consequences of deleting the custom field definition:

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Warning:

Deleting a custom field definition from your site will cause all associated custom field data to be permanently deleted. For example, if you are storing a custom field for "Sales Rep" that is populated with names on 100 accounts, deleting the "Sales Rep" custom field definition will result in the loss of sales representative data for those 100 accounts.

Note: This action is irreversible, and the deletion will occur immediately upon pressing the "Confirm" button. Ensure that you genuinely want to delete the field before proceeding.

Custom fields on an account

Custom Fields on an Account allow you to collect customer-specific information and add context to the Account object. You can create custom field values to track data such as subscriber ID from other business systems, sales representative name, channel partner name, subscriber segment, or subscriber region. These custom fields provide valuable insights and help you better understand and categorize your customer accounts.

Recurly account

When defining the custom field object, if you selected the option to make it editable in the UI, you can set the custom field values through the Recurly Account UI. You can create or edit an account and fill in the custom field values in the right-hand sidebar.

The custom field data will be displayed on the account record in the UI.

Custom fields on charges

Custom Fields on Charges allow you to set custom values on non-subscription line item charges or credits. This feature enables you to add additional context for charges and even allows you to conditionally tailor your email communications based on these custom field values.

Recurly charges

When defining the custom field object, if you selected the option to make it "Able to set in the admin console," you can set the custom field values through the Recurly Charges UI. While creating a charge or credit, scroll to the bottom of the page and find the custom field section. Enter the desired value for the custom field, and it will be associated with the charge or credit. The custom field data can be viewed via an API call.

Custom fields on a subscription

Custom Fields on a Subscription allow you to capture subscription-specific information and enhance your understanding of your subscribers. You can create custom field values to track data such as customer device ID, acquisition channel, customer segment, subscription ID from other systems, or partner ID. These custom fields provide valuable insights and enable you to personalize your interactions and business processes based on this additional information.

Recurly subscription

When defining the custom field object, if you selected the option to make it editable in the UI, you can set the custom field values through the Recurly Subscription UI. Navigate to the subscription details and locate the custom field section.

You can input the relevant data in the custom fields associated with the subscription.

Custom fields on a plan

Recurly also enables the creation of custom field values for the Plan object. These custom fields offer a versatile means to customize your plans according to precise requirements. For instance, a custom field on a plan could be used to highlight available upgrade or downgrade options. It can also be used to dictate rules for integrations with external systems like NetSuite. Additionally, a custom field can serve as an attribute to link a plan to a specific group of plans, or to showcase exclusive offers for that plan, such as professional support. This adds an extra layer of personalization and flexibility to your offerings.

Recurly plan

When defining the custom field object for a plan, you can choose to make it editable in the UI. This enables you to easily set the custom field values through the Admin UI when creating or editing a plan. Similarly, if the custom field is set as read-only in the UI, the field values can be viewed when viewing the plan but will not be editable on the edit plan screen.