Recurly Setup Instructions

Connecting Recurly with Leapfin is very simple, and overall should not take more than 2-3 minutes. There are two pieces of information we need to import your Recurly data: your Recurly subdomain and your Recurly Private API key. Please follow the instructions below step-by-step:

Step 1: Log into your Recurly dashboard

URL: https://recurly.com

Step 2: Get Recurly Subdomain

On the left side navigation menu, please go to Configuration > Site Settings. Record the Recurly Subdomain.

Step 3: Get Recurly API Key: Part 1

Under the left side navigation menu, go to Developers > API Credentials. You can give us the Default API Key, but we recommend adding a new API key for Leapfin so you can manage access specifically for Leapfin, so please click on “Add Private API Key”.

Step 4: Get Recurly API Key: Part 2

We recommend the following settings:

• Key Name: Leapfin
• Read Only: Checked
• Application Using this Key: Other…
• Application Name: Leapfin

Then click Save Changes

Step 5: Get Recurly API Key: Part 3

Copy the Private API Key that you just created.

Step 6: Enter Subdomain and API Key into Leapfin

• Log into Leapfin: https://app.leapfin.com/login
• Click on your company name on the top right corner, and go to Integrations.
• Select Recurly, and enter your Subdomain and Private API Key accordingly:

That’s it! It may take some time for your first import depending on your volume of transactions. Let us know if you have any questions, we are here to help!

Learn more about setting up systems like Recurly for accounting accuracy.