In the Zuora application, navigate to Settings > Billing > Manage Custom Fields, and define the custom field as described in Manage Custom Fields. Define the corresponding field in Salesforce with the same API name. You must create the field in Salesforce before you can sync Zuora custom field data.
- In your Salesforce org, click the current app and select Zuora 360 Sync.
- Click the Connection Setup tab.
- On the Zuora API Login Setup page, click Organization and select your organization in the Location Selection section,
What is the Zuora Salesforce integration?
The Zuora Salesforce Integration also allows companies to analyze customer billing usage and their behavioral data from Zuora to Salesforce. The sync between Zuora Salesforce eliminates the manual data entry and errors associated with it.
What is Zuora Billing software?
Zuora is a billing software provider service that delivers companies full-fledged billing and payments management software. Many companies use Zuora Salesforce Integration for managing their payment processing.
How can I load data from Salesforce for free?
Load data from Salesforce or a source of your choice to your desired destination for free in real-time using Hevo. Aditya Jadon on Automation, CRMs, Data Integration, Finance Analytics, Salesforce, Tutorials, Zuora • September 14th, 2021 • Write for Hevo
What is Salesforce and how does it work?
Zuora Salesforce automates and manages most of the subscription-based billing, recurring payments, and other Financial Management tasks and allows them to focus more on business strategies. Salesforce also allows companies to integrate all other apps and services that they use in one place.
Is zuora built on Salesforce?
Zuora's Z-Billing and Z-Payments Services Are Now 100% Integrated With Salesforce CRM.
What is zuora for Salesforce?
The Zuora Connector for Salesforce CPQ provides a common integration mapping that allows your CPQ frontend to automate your subscription billing backend. The Connector integrates Salesforce CPQ Contracts and Salesforce CPQ Quotes with Zuora Subscriptions.
What does zuora integration with?
Integrating Zuora Revenue with Microsoft Dynamics 365 Finance will give Microsoft customers access to the leading enterprise revenue recognition application — fully integrated with the Microsoft tools they use every day.
What is zuora 360?
The Zuora 360 Sync for Account and Related Objects synchronizes Billing Accounts and their related objects, e.g., Subscription, Invoices, Payments, Subscription Charges, Payment Methods, Refunds, from Zuora to Salesforce.
What is CPQ in Zuora?
Zuora CPQ is the software built for any combination of subscriptions, products, and services for the entire subscriber lifecycle from sign-ups to renewals to upgrades.
Is CPQ part of Salesforce?
What is CPQ Salesforce? CPQ Salesforce, or Configure, Price, Quote Software by Salesforce is a sales tool for companies to provide accurate pricing with any given product configuration scenario.
Does Zoom use Zuora?
In 2015, Zoom implemented Zuora in just four months. Since that time, they've experienced exponential growth and received numerous industry kudos alongside an additional huge funding round from Sequoia that places Zoom at a $1B valuation.
Is Zuora cloud based?
Zuora is an enterprise software company that creates and provides software for businesses to launch and manage their subscription-based services....Zuora.TypePublicHeadquartersRedwood Shores, CaliforniaKey peopleTien Tzuo (CEO) Todd McElhatton (CFO)RevenueUS$305.42 million (2021)8 more rows
Who is competitor of Zuora?
Zuora's top competitors include SaaSOptics, Chargify, and Subskribe. SaaSOptics is a complete B2B subscription management platform that provides subscription and order management, GAAP revenue recognition, e-invoicing and payments, GAAP …
Introduction to Zuora
Zuora is a global leader in enterprise software that creates and delivers subscription-based billing software to businesses. It helps companies automate billing, recurring payments, collection, revenue realization, and subscription metrics solutions.
Introduction to Salesforce
Salesforce is a CRM platform that helps companies organize all their workflows in one place. Users can manage their Marketing, Sales, Finance, Commerce, and all other operation from Salesforce. Its user-friendly interface allows users to effortlessly set up and use the platform without any technical knowledge.
Steps to Set Up Zuora Salesforce Integration
Now that you have learned about Zuora and Salesforce. In this section, you will go through the steps to set up Zuora Salesforce Integration. For this Integration, you need to buy the Zuora Salesforce package from the AppExchange Marketplace. Once you bought that package, you can move further in the process.
Benefits of Zuora Salesforce Integration
Zuora Salesforce Integration allows enterprises to efficiently manage all their billing and recurring payments tasks in one place. The Integration becomes useful in expanding business and managing customer billing globally. A few benefits of Zuora Salesforce Integration are listed below:
Conclusion
In this article, you learnt the steps to set up Zuora Salesforce Integration and how Zuora helps enterprises automate all their billing processing tasks. You also read about a few benefits of Zuora Salesforce Integration.
Synchronize a Custom Field
Zuora 360 supports fields of String, Date, and Picklist types in the Product Catalog sync and the Accounts and Related Objects sync.
To synchronize a custom field
In the Zuora application, navigate to Settings > Billing > Manage Custom Fields, and define the custom field as described in Manage Custom Fields.
What is data query in Zuora?
The Data Query feature enables you to export data from your Zuora tenant by performing asynchronous, read-only SQL queries. We recommend to use this service for quick lightweight SQL queries.
Can Zuora be replicated to PostgreSQL?
Using CData Sync, you can easily replicate Zuora data to a PostgreSQL database on Heroku. For this article, you need an existing PostgreSQL database on Heroku. To add your PostgreSQL database as a replication destination, navigate to the Connections tab.
Who is the CEO of Zuora?
Zuora was built by SaaS executives from Salesforce.com, Google, WebEx, and Netsuite, and its CEO and founder is Tien Tzuo, the 11th employee of Salesforce.com who spent 9 years at Salesforce.com as Chief Marketing Officer and Chief Strategy working directly under Marc Benioff and Parker Harris.
What is Zuora billing?
Zuora is the global leader in subscription billing and commerce solutions allowing customers to bring new products to market rapidly with the flexibility and agility they need to monetize their applications and businesses. Zuora provides a complete on-demand platform for pricing, quoting, orders, billing, payments and renewals, including a set of native Force.com products, Z-Force, built specifically for Salesforce.com customers, ISVs and developers.
Table of Contents
Prerequisites
Introduction to Zuora
Introduction to Salesforce
Steps to Set Up Zuora Salesforce Integration
- Now that you have learned about Zuora and Salesforce. In this section, you will go through the steps to set up Zuora Salesforce Integration. For this Integration, you need to buy the Zuora Salesforce package from the AppExchange Marketplace. Once you bought that package, you can move further in the process. The steps to buying the package are liste...
Benefits of Zuora Salesforce Integration
Conclusion