Create a subscription

This REST API reference describes how to create a new subscription for an existing customer account.

Notes

If you have the Invoice Settlement feature enabled, it is best practice to set the zuora-version parameter to 211.0 or later. Otherwise, an error occurs.

If invoiceCollect is true, the call will not return success = true unless the subscription, invoice, and payment are all successful.

Default values for customerAcceptanceDate and serviceActivationDate are set as follows. This API operation does not support creating a pending subscription.

serviceActivationDate(SA) specified serviceActivationDate (SA) NOT specified
customerAcceptanceDate (CA) specified SA uses value in the request call; CA uses value in the request call CA uses value in the request call;SA uses CE as default
customerAcceptanceDate (CA) NOT specified SA uses value in the request call; CA uses SA as default SA and CA use CE as default
Request
header Parameters
Idempotency-Key
string <= 255 characters

Specify a unique idempotency key if you want to perform an idempotent POST or PATCH request. Do not use this header in other request types.

With this header specified, the Zuora server can identify subsequent retries of the same request using this value, which prevents the same operation from being performed multiple times by accident.

Accept-Encoding
string

Include the Accept-Encoding: gzip header to compress responses as a gzipped file. It can significantly reduce the bandwidth required for a response.

If specified, Zuora automatically compresses responses that contain over 1000 bytes of data, and the response contains a Content-Encoding header with the compression algorithm so that your client can decompress it.

Content-Encoding
string

Include the Content-Encoding: gzip header to compress a request. With this header specified, you should upload a gzipped file for the request payload instead of sending the JSON payload.

Authorization
string

The value is in the Bearer {token} format where {token} is a valid OAuth token generated by calling Create an OAuth token.

Zuora-Track-Id
string <= 64 characters

A custom identifier for tracing the API call. If you set a value for this header, Zuora returns the same value in the response headers. This header enables you to associate your system process identifiers with Zuora API calls, to assist with troubleshooting in the event of an issue.

The value of this field must use the US-ASCII character set and must not include any of the following characters: colon (:), semicolon (;), double quote ("), and quote (').

Zuora-Entity-Ids
string

An entity ID. If you have Zuora Multi-entity enabled and the OAuth token is valid for more than one entity, you must use this header to specify which entity to perform the operation in. If the OAuth token is only valid for a single entity, or you do not have Zuora Multi-entity enabled, you do not need to set this header.

zuora-version
string

The minor version of the Zuora REST API.

You only need to set this parameter if you use the following fields:

  • invoice
  • collect
  • runBilling
  • targetDate
Request Body schema: application/json
accountKey
required
string

Customer account number or ID

applicationOrder
Array of strings

The priority order to apply credit memos and/or unapplied payments to an invoice. Possible item values are: CreditMemo, UnappliedPayment.

Note:

  • This field is valid only if the applyCredit field is set to true.
  • If no value is specified for this field, the default priority order is used, ["CreditMemo", "UnappliedPayment"], to apply credit memos first and then apply unapplied payments.
  • If only one item is specified, only the items of the spedified type are applied to invoices. For example, if the value is ["CreditMemo"], only credit memos are used to apply to invoices.
applyCredit
boolean

Whether to automatically apply credit memos or unapplied payments, or both to an invoice.

If the value is true, the credit memo or unapplied payment, or both will be automatically applied to the invoice. If no value is specified or the value is false, no action is taken.

Note: This field is only available if you have Invoice Settlement enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see Invoice Settlement Enablement and Checklist Guide for more information.

applyCreditBalance
boolean

Whether to automatically apply a credit balance to an invoice.

If the value is true, the credit balance is applied to the invoice. If the value is false, no action is taken.

To view the credit balance adjustment, retrieve the details of the invoice using the Get Invoices method.

Prerequisite: invoice must be true.

Note:

  • If you are using the field invoiceCollect rather than the field invoice, the invoiceCollect value must be true.
  • This field is deprecated if you have the Invoice Settlement feature enabled.
autoRenew
boolean
Default: false

If true, this subscription automatically renews at the end of the subscription term.

This field is only required if the termType field is set to TERMED.

collect
boolean
Default: true

Collects an automatic payment for a subscription. The collection generated in this operation is only for this subscription, not for the entire customer account.

If the value is true, the automatic payment is collected. If the value is false, no action is taken.

Prerequisite: The invoice or runBilling field must be true.

Note: This field is only available if you set the zuora-version request header to 196.0 or later.

contractEffectiveDate
required
string <date>

Effective contract date for this subscription, as yyyy-mm-dd

creditMemoReasonCode
string

A code identifying the reason for the credit memo transaction that is generated by the request. The value must be an existing reason code. If you do not pass the field or pass the field with empty value, Zuora uses the default reason code.

customerAcceptanceDate
string <date>

The date on which the services or products within a subscription have been accepted by the customer, as yyyy-mm-dd.

Default value is dependent on the value of other fields. See Notes section for more details.

documentDate
string <date>

The date of the billing document, in yyyy-mm-dd format. It represents the invoice date for invoices, credit memo date for credit memos, and debit memo date for debit memos.

  • If this field is specified, the specified date is used as the billing document date.
  • If this field is not specified, the date specified in the targetDate is used as the billing document date.
externallyManagedBy
string

An enum field on the Subscription object to indicate the name of a third-party store. This field is used to represent subscriptions created through third-party stores.

Enum: "Amazon" "Apple" "Google" "Roku"
gatewayId
string

The ID of the payment gateway instance. For example, 2c92c0f86078c4d5016091674bcc3e92.

initialTerm
integer <int64>

The length of the period for the first subscription term. If termType is TERMED, then this field is required, and the value must be greater than 0. If termType is EVERGREEN, this field is ignored.

initialTermPeriodType
string

The period type for the first subscription term.

This field is used with the InitialTerm field to specify the initial subscription term.

Values are:

  • Month (default)
  • Year
  • Day
  • Week
invoice
boolean

Note: This field has been replaced by the runBilling field. The invoice field is only available for backward compatibility.

Creates an invoice for a subscription. The invoice generated in this operation is only for this subscription, not for the entire customer account.

If the value is true, an invoice is created. If the value is false, no action is taken. The default value is true.

This field is in Zuora REST API version control. Supported minor versions are 196.0 and 207.0. To use this field in the method, you must set the zuora-version parameter to the minor version number in the request header.

invoiceCollect
boolean
Default: true

Note: This field has been replaced by the invoice field and the collect field. invoiceCollect is available only for backward compatibility.

If this field is set to true, an invoice is generated and payment collected automatically during the subscription process. If false, no invoicing or payment takes place. The invoice generated in this operation is only for this subscription, not for the entire customer account.

Note: This field is only available if you set the zuora-version request header to 186.0, 187.0, 188.0, or 189.0.

invoiceOwnerAccountKey
string

Invoice owner account number or ID.

Note: This feature is in Limited Availability. If you wish to have access to the feature, submit a request at Zuora Global Support.

invoiceSeparately
boolean

Separates a single subscription from other subscriptions and invoices the charge independently.

If the value is true, the subscription is billed separately from other subscriptions. If the value is false, the subscription is included with other subscriptions in the account invoice.

The default value is false.

Prerequisite: The default subscription setting Enable Subscriptions to be Invoiced Separately must be set to Yes.

invoiceTargetDate
string <date>

Note: This field has been replaced by the targetDate field. The invoiceTargetDate field is only available for backward compatibility.

Date through which to calculate charges if an invoice is generated, as yyyy-mm-dd. Default is current date.

This field is in Zuora REST API version control. Supported minor versions are 207.0 and earlier.

lastBookingDate
string <date>

The last booking date of the subscription object. This field is writable only when the subscription is newly created as a first version subscription. You can override the date value when creating a subscription through the Subscribe and Amend API or the subscription creation UI (non-Orders). Otherwise, the default value today is set per the user's timezone. The value of this field is as follows:

  • For a new subscription created by the Subscribe and Amend APIs, this field has the value of the subscription creation date.
  • For a subscription changed by an amendment, this field has the value of the amendment booking date.
  • For a subscription created or changed by an order, this field has the value of the order date.
notes
string

String of up to 500 characters.

paymentMethodId
string

The ID of the payment method used for the payment.

For a specified credit card payment method, it is recommended that the support for stored credential transactions for this payment method is already enabled.

renewalSetting
string

Specifies whether a termed subscription will remain termed or change to evergreen when it is renewed.

Values:

  • RENEW_WITH_SPECIFIC_TERM (default)
  • RENEW_TO_EVERGREEN
renewalTerm
required
integer <int64>

The length of the period for the subscription renewal term. Default is 0.

renewalTermPeriodType
string

The period type for the subscription renewal term.

This field is used with the renewalTerm field to specify the subscription renewal term.

Values are:

  • Month (default)
  • Year
  • Day
  • Week
runBilling
boolean
Default: true

Creates an invoice for a subscription. If you have the Invoice Settlement feature enabled, a credit memo might also be created based on the invoice and credit memo generation rule.

The billing documents generated in this operation is only for this subscription, not for the entire customer account.

Possible values:

  • true: An invoice is created. If you have the Invoice Settlement feature enabled, a credit memo might also be created.

  • false: No invoice is created.

Note: This field is in Zuora REST API version control. Supported minor versions are 211.0 or later. To use this field in the method, you must set the zuora-version parameter to the minor version number in the request header.

Enum: true false
serviceActivationDate
string <date>

The date on which the services or products within a subscription have been activated and access has been provided to the customer, as yyyy-mm-dd.

Default value is dependent on the value of other fields. See Notes section for more details.

required
Array of objects (subscribeToRatePlans)

Container for one or more rate plans for this subscription.

subscriptionNumber
string

Subscription Number. The value can be up to 1000 characters.

If you do not specify a subscription number when creating a subscription, Zuora will generate a subscription number automatically.

If the account is created successfully, the subscription number is returned in the subscriptionNumber response field.

targetDate
string <date>

Date through which to calculate charges if an invoice or a credit memo is generated, as yyyy-mm-dd. Default is current date.

Note: The credit memo is only available if you have the Invoice Settlement feature enabled.

This field is in Zuora REST API version control. Supported minor versions are 211.0 and later. To use this field in the method, you must set the zuora-version parameter to the minor version number in the request header.

termStartDate
string <date>

The date on which the subscription term begins, as yyyy-mm-dd. If this is a renewal subscription, this date is different from the subscription start date.

termType
required
string

Possible values are: TERMED, EVERGREEN.

CpqBundleJsonId__QT
string <= 32 characters

The Bundle product structures from Zuora Quotes if you utilize Bundling in Salesforce. Do not change the value in this field.

OpportunityCloseDate__QT
string <date>

The closing date of the Opportunity. This field is used in Zuora data sources to report on Subscription metrics. If the subscription originated from Zuora Quotes, the value is populated with the value from Zuora Quotes.

OpportunityName__QT
string <= 100 characters

The unique identifier of the Opportunity. This field is used in Zuora data sources to report on Subscription metrics. If the subscription originated from Zuora Quotes, the value is populated with the value from Zuora Quotes.

QuoteBusinessType__QT
string <= 32 characters

The specific identifier for the type of business transaction the Quote represents such as New, Upsell, Downsell, Renewal or Churn. This field is used in Zuora data sources to report on Subscription metrics. If the subscription originated from Zuora Quotes, the value is populated with the value from Zuora Quotes.

QuoteNumber__QT
string <= 32 characters

The unique identifier of the Quote. This field is used in Zuora data sources to report on Subscription metrics. If the subscription originated from Zuora Quotes, the value is populated with the value from Zuora Quotes.

QuoteType__QT
string <= 32 characters

The Quote type that represents the subscription lifecycle stage such as New, Amendment, Renew or Cancel. This field is used in Zuora data sources to report on Subscription metrics. If the subscription originated from Zuora Quotes, the value is populated with the value from Zuora Quotes.

IntegrationId__NS
string <= 255 characters

ID of the corresponding object in NetSuite. Only available if you have installed the Zuora Connector for NetSuite.

IntegrationStatus__NS
string <= 255 characters

Status of the subscription's synchronization with NetSuite. Only available if you have installed the Zuora Connector for NetSuite.

Project__NS
string <= 255 characters

The NetSuite project that the subscription was created from. Only available if you have installed the Zuora Connector for NetSuite.

SalesOrder__NS
string <= 255 characters

The NetSuite sales order than the subscription was created from. Only available if you have installed the Zuora Connector for NetSuite.

SyncDate__NS
string <= 255 characters

Date when the subscription was synchronized with NetSuite. Only available if you have installed the Zuora Connector for NetSuite.

property name*
additional property
any

Custom fields of the Subscription object. The name of each custom field has the form customField__c. Custom field names are case sensitive. See Manage Custom Fields for more information.

Responses
200
post/v1/subscriptions
Request samples
application/json
{
  • "accountKey": "A00001115",
  • "autoRenew": true,
  • "contractEffectiveDate": "2015-02-1",
  • "creditMemoReasonCode": "Unsatisfactory service",
  • "initialTerm": "12",
  • "initialTermPeriodType": "Week",
  • "notes": "Test POST subscription from z-ruby-sdk",
  • "renewalTerm": "3",
  • "renewalTermPeriodType": "Week",
  • "subscribeToRatePlans": [
    ],
  • "termType": "TERMED"
}
Response samples
application/json
{
  • "success": true,
  • "subscriptionId": "402890fc4fa094d5014fa0a4aa78001d",
  • "subscriptionNumber": "A-S00000041",
  • "contractedMrr": 1950,
  • "totalContractedValue": 6227.41935465
}