Zuora Connector Reference

Zuora is a subscription management and recurring revenue service that manages product packaging, plans, and pricing, as well as customer product subscriptions and accounts creation for automatic billing and payment.

Connections

To connect to a system, whether it is a source of data or the target where you are sending data, you must create a connection with that system’s required credentials. You typically connect to different systems within a flow and can reuse each connection every time you need to connect.

This system requires the following credential information for its connections:

Connection Name

Enter a connection name that will help you remember the details of this connection. You can reuse connections multiple times in a single flow, and in more than one flow, and the credentials are hidden after you create the connection. Therefore, it’s helpful to provide a name that easily identifies this connection from others.

Only you can see the connection. Other users in your Composer app must create their own connections.

Client ID

The OAuth Client ID registered with Zuora.

Client Secret

The OAuth Client Secret registered with Zuora.

Environment

The Base URI for the Zuora tenant.

Actions

After you connect to a system and define the trigger or configure a scheduler, you define the actions that the flow performs, such as copying a record from Workday to Salesforce. The actions you can perform depend on which system you are connected to.

This system provides the following actions:

Get Account

Retrieves information about a customer account. The Account Key field is required.

Create Account

Creates a customer account with a payment method, a bill to contact, and an optional sold to contact. The following fields are required:

  • Account Name

  • Credit Card Payment Method

  • Currency

  • If no subscription is created, then the Bill Cycle Day field is required.

  • Bill To Contact First Name

  • Bill To Contact Last Name

  • Bill To Contact State

  • Bill To State Country

Update Account

Updates a customer account with a payment method, a bill to contact, and an optional sold to contact. The following fields are required:

  • Account Key

  • If the value in the Auto Pay field is set to true, then the Credit Card Payment Method ID field is required.

Create Rate Plan Charge

Creates, compiles, and sends a new product rate plan. The following fields are required:

  • Name

  • Product Rate Plan ID

  • Charge Model

  • Charge Type

  • If the value in the End Date Condition field is set to Fixed Period, then the following fields are required:

    • Up To Periods

    • Up To Period Type

  • If the value in the Price Increase Option field is set to Specific Percentage Value, then the Price Increase Percentage field is required.

  • If the value in the Taxable field is set to true, then the following fields are required:

    • Tax Code

    • Tax Mode

  • Trigger Event

  • Unit of Measure

Update Product Rate Plan Charge

Updates an existing product rate plan charge. The following fields are required:

  • Product Rate Plan ID

  • If the value in the Billing Period field is set to either Specific Weeks or Specific Months, then the Specific Billing Period field is required.

  • If the value in the End Date Condition field is set to Fixed Period, then the following fields are required:

    • Up To Periods

    • Up To Period Type

  • If the value in the Price Increase Option field is set to Specific Percentage Value, then the Price Increase Percentage field is required.

  • If the value in the Taxable field is set to true, then the following fields are required:

    • Tax Code

    • Tax Mode

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