Happy Business Starts Here

Home : developer : Integrate To Zuora

Overview

Zuora Central is a platform that helps companies orchestrate the Order-to-Cash process.

The following integration blueprints provide guidance on how to integrate these various systems to the Zuora Central platform.

CPQ

For B2B companies with an existing CPQ, you have the option to connect your CPQ solution to the Zuora Central platform. By connecting to Zuora Central, you take advantage of the pricing, orders, subscription, usage, AR, and revenue data in our platform.

To do so, you’ll need to:

  1. Map the pricing catalog
  2. Map new and ongoing subscriptions
  3. Map new and ongoing orders
  4. Set up payment captures

If you don’t have a CPQ solution, Zuora CPQ is an application available to all Zuora customers. Zuora CPQ is built natively on force.com and used by 400+ companies globally today.

For more information on Zuora CPQ, click here.

1. Map the pricing catalog

Zuora’s Product Catalog is structured in 4 tiers:

  • The Product data object captures details on “what is being sold”
  • The Product Rate Plan data object captures different pricing strategies for each product
  • The Product Rate Plan Charge data object captures the individual charges (one-time, recurring, or usage) that are included in each Product Rate Plan
  • The Product Rate Plan Charge Tier captures the various pricing tiers if a product has a volume-based or tier-based pricing model

 

Here’s how a CPQ solution can map to the Zuora pricing engine:

Traditional CPQ solutions require the user to select a price book from which to quote.  

  • The Price Book contains a list of available products at a specific price book entry price
  • The Zuora pricing catalog is “flattened” when leveraging a 3rd party CPQ.  Only one Charge per Product Rate Plan is used.
  • Multiple Product Rate Plans under the Product indicate the product has been registered across multiple price books.
  • One price book entry maps to a single Product Rate Plan Charge.
  • The Product Rate Plan Charge may contain tiers if the 3rd party CPQ price book entry can support that level of flexibility.

API Reference: zuora.com/developer/api-reference/#tag/Product-Rate-Plans

2. Map new and ongoing Subscriptions

Here’s how Subscriptions are captured in Zuora:

  • The Subscription data object captures what the customer is subscribed to and for what time period.
  • The Subscription Rate Plan data object captures which Rate Plan the customer is signed-up for.
  • The Subscription Rate Plan Charge represents the individual charges (one-time, recurring, or usage) that the customer will pay as part of their subscription.

 

Here’s how CRM and CPQs are tied to Subscriptions:

CRM system is used to manage accounts, contacts, and opportunities. CPQ Quotes are related to CRM Opportunities.

The CPQ Quote Line Item is mapped to the Zuora Subscription Rate Plan Charge. This inherits the value of the quote line quantity and charge-specific attributes as well as if a discount has been applied.

  • An approved Quote is “booked” as a deal when it is turned into a Zuora Order.  For the majority of use cases, a single Subscription will be created on the order.  For advanced scenarios, multiple Subscriptions can be created.
  • A Zuora BIlling Account is created from the CRM Account and Contact details. For existing accounts, the Zuora Central Billing Account is related to the CRM Billing Account.
  • The CRM Billing Account will be used when quoting to ensure appropriate treatment downstream.
  • Metrics (MRR, TCB, TCV) for the Quote and Quote Line Items can be calculated by invoking the Zuora order preview method.

API Reference: https://www.zuora.com/developer/order-api/

3. Map new and ongoing Orders

Subscription Orders in Zuora are key to accurately capturing the ongoing changes across a subscription lifecycle and the downstream metrics associated with those changes.

Every Order can have multiple Order Actions that creates or amends a subscription. Order Actions include creating a subscription, updating a subscription, adding or removing products, pausing a subscription, resuming, T&C changes, cancellations, and renewals.

 

When creating an integration to a CPQ solution, here’s what you need to consider:

  • CPQ Quotes can rely on the accurate representation of the customer contract by referencing the latest version of the subscription in Zuora Central. This provides complete cross channel integrity, even if subscription changes were made after the initial quote.
  • Quote Line effective prices during mid-contract changes can be determined easily by invoking the order preview method to offload the heavy lifting of proration and cotermination calculations to Zuora Central.
  • All changes to the initial subscription version are “booked” as a new Order in Zuora Central. Order Actions describe the various changes, which will result in the next version of the billing account’s Subscription.
  • Coverage across all Zuora Central Order Actions is dependent on the CPQ solution being used.

API Reference: https://www.zuora.com/developer/order-api/

4. Setup payment capture

Adding Zuora’s Hosted Payment Pages to your CPQ allows you to collect payment methods in Zuora in a PCI-compliant manner.

You can add a custom button in CPQ to call up the HPM page.

You can also add a button to save payment methods back to Zuora.

You can add optional parameters upon order submission to generate invoice and process payment immediately.

Here’s how it works:

  1. Make API call to get signature
  2. Return signature
  3. Pass signed request
  4. Request iframe
  5. Load iframe
  6. Iframe submits
  7. Zuora returns response

API Reference:

zuora.com/developer/api-reference/#tag/Hosted-Pages

CRM

We understand how important your CRM is to your business, especially when it comes to subscriptions. In order to build a strong relationship with your customers, you turn to your CRM to get a historical view and analysis of your acquired and to be acquired customers. But there are some things that your CRM is naturally missing like your customer’s billing data that can make it even better. That’s when we come in.

When we think about billing data, and why it’s important to your CRM, we think about it through two primary use cases:

  • Sales
  • Support / Service

Sales: Zuora’s pricing catalog is exposed in the sales system so pricing and transactional (i.e., invoices, payments, refunds) information can be used to create subscription quotes

Support / Service: Zuora exposes customer subscription, billing and payment history, renewal dates, and key subscriber metrics in the support / service system for complete visibility into the subscriber relationship allowing agents to process transactions.

To take advantage of Zuora’s billing data to make your CRM more robust, we’ve developed Zuora 360 Sync, our pre-built integration between Zuora and Salesforce.

 

 

Zuora 360 Sync

With Zuora 360 Sync, you can send account, subscription, invoice, and product catalog data from Zuora to Salesforce. This provides a 360-degree view of customer account, subscription, billing, and payment information that you can incorporate into your Salesforce applications.

The Zuora 360 Sync for Account and Related Objects synchronizes Billing Accounts and their related objects (e.g., Subscription, Invoices, Payments, Subscription Changes, Payment Methods, Refunds) from Zuora to Salesforce. It only synchronizes Billing Account (and their related objects) that are associated with a Salesforce CRM Account ID. The table below summarizes Zuora 360 sync types. For more details, please visit the Knowledge Center.

GL

When it comes to subscription accounts receivable, many times your GL wasn’t designed to interpret complex subscription changes. That’s when Zuora comes in. Zuora Central’s Subscription Accounting Engine’s advanced data capture allows customers to translate revenue and A/R transactions into subledger entries. When it comes to integrating to your GL, we give you the freedom to send data either through transaction level details or summary level journal entries so your finance and accounting teams can easily close the books.

See below for more information on how we send data through transaction level details or summary level journal entries.

Transaction Level Details

Zuora Connector for NetSuite

Do you use NetSuite and struggle with handling the billing aspects of your subscription revenue? Look no further than the Zuora Connector for NetSuite. Using our NetSuite integration, you can leverage both Zuora’s ability to manage complex subscriptions and NetSuite’s hosted General Ledger system.

Features:

  • Generate subscriptions in Zuora and bill in NetSuite
  • Sync customers, payments, credit memos and refunds from NetSuite to Zuora
  • Sync customers, the product catalog, invoices, payments, refunds and adjustments from Zuora to NetSuite

Benefits:

  • Maximize the best of both worlds with Zuora’s subscription management and NetSuite’s exceptional Accounting focus

For more information, please visit the Connect Marketplace.

Summary Level Journal Entries

Configurable Summary Level GL Interface

The process of formatting financial data from Zuora to fit the required format of your general ledger can be a time consuming process. Evaluating errors in the transcription process by hand can make the project more cumbersome and can increase employee workload.

Zuora’s Configurable Summary Level GL Interface offers you an automated solution for this problem. With one time configuration and a high level of customizability, this application can pull all this data for you and format it in a fashion that fits your GL.

Features:

  • One-time mapping of Zuora Journal Entry headers to your General Ledger for file upload
  • Schedule exports to push data daily, weekly, or monthly to your General Ledger
  • Run the Connector on demand when needed
  • Stay on top of key events in the application’s execution cycle with automated notifications available in the App
  • Rest assured that the connector will pick up and transfer any transactions in a prior period that you have had to book retroactively

Benefits:

  • Save time by having your Zuora financial data formatted automatically
  • Simplify the process of formatting accounting information from Zuora to your general ledger’s format
  • Mitigate costs with business growth
  • Eliminate costly manual processes for as your transaction volume increase

For more information, please visit the Connect Marketplace.

Payments

Zuora does all of the heavy lifting when it comes to payments. Payment details are passed from Zuora to payment gateways to process payments and the payment gateways return successes / failures. We provide a uniform interface and API so once your system integrates with our API once, you can access 30+ different gateways to do business around the globe. Plus, we are PCI compliant so we will secure your payment methods in our vaults so they can be rerouted to different payment methods.

See how we integrate with Payment Gateways and Lockbox in more detail below.

Payment Gateways

A critical piece of the billing and commerce puzzle is signing up with a payment gateway. These are the companies that will help you connect your virtual shopping cart or virtual terminal/POS to the payments infrastructure that facilitates payments made with either a credit card company or bank network. Zuora has pre-integrated with the most popular gateways on the market and allows you to set up one or more payment gateways for payment processing.

For more information, please visit the Knowledge Center or the Connect Marketplace.

Supported Payment Gateways:

  • Adyen Gateway
  • Authorize.net Gateway
  • BlueSnap Gateway
  • Braintree Gateway
  • CardConnect Gateway
  • Chase Paymentech (Orbital) Gateway
  • CyberSource Payment Gateway
  • First Data Gateway
  • First Data Payeezy Gateway
  • GMO Payment Gateway
  • GoCardless Gateway
  • IBM Payment Systems Gateway
  • Ingenico ePayments
  • IP Payments Gateway
  • Merchant e-Solutions
  • Moneris (eSelectPLUS Canada)
  • NETS Gateway
  • NMI Gateway
  • PayPal Adaptive Payments Gateway
  • PayPal Express Checkout Gateway
  • PayPal Payflow Pro, Website Payments Payflow Edition, Website Pro Payment Gateway
  • Qvalent Quick Gateway
  • SagePay Gateway
  • SlimPay Payment Gateway
  • Sony Payment Services Gateway
  • Stripe Payment Gateway
  • Vantiv Payment Gateway
  • Verifi Global Payment Gateway
  • WorldPay Payment Gateway

Lockbox

Let’s face it – nobody likes manually entering checks into their billing system. Wouldn’t it be nice if it could all be automated? That’s what we sought to answer with our Lockbox integration. By integrating with Zuora, any bank’s lockbox can automatically point data from a check and map it to your billing data in Zuora. Not only does this free up headcount, but our integration makes the process more reliable in terms of processing payments and responding to failures and retries with logic rules.

See below for more information on how we integrate with your bank’s lockbox with the Configurable Lockbox Connect App.

Configurable Lockbox

Do your customers prefer to pay by check over electronic methods? Does this require your billing operations department to manually key in each check payment and match them to accounts and invoices? Have you signed up with a lockbox bank provider to streamline the process, but still find your staff overwhelmed?

Zuora’s Configurable Lockbox is the answer for you. Zuora’s Configurable Lockbox can integrate to any lockbox bank provider and is easy to launch and configure so you can start automatically matching and applying check payments.

Features:

  • Match checks by Invoice or Account Number
  • Designate logical rules and actions when check payment amount is over or under amount of corresponding invoice
  • Capability to upload a complete Lockbox payment file
  • Generate a comprehensive summary from each application run with processed check payments and error reports
  • Download files with SFTP automation
  • Generate email notifications about Lockbox file completions and errors

Benefits:

  • Mitigate costs with business growth
  • Eliminate costly manual processes for check payments as your transaction volume increase
  • Increase efficiency of billing operations department

For more information, please visit the Connect Marketplace.

Tax

Calculating tax can be a major challenge due to the wide variety of taxation schemes across regions and the ever-shifting dynamics of taxation. Some complicating factors our customers see include:

  • Value Added Tax (taxed by each seller in the value chain) vs. Sales Tax (taxed once at retail point-of-sale)
  • Differences in reporting and remittance rules across different geographies
  • Multiple overlapping tax jurisdictions (City, State, County, Province, National)
  • Tax rates depend on the type of goods and services and the respective locations of buyer and seller
  • Tax laws and enforcement regimes change frequently Zuora makes it easy for our customers to adapt to these factors

We send tax locale and line item pricing information to 3rd party tax engines to calculate tax rates and the engines return the rate amount to Zuora for invoicing. To fulfill different use cases, we decided to make our core product fully extensible and easy to integrate for both batch and real-time calculations.

See below for more information on how we think about batch and real-time calculations for tax.

Batch

Avalara Tax Connector

The Avalara Connector is a legacy solution that some existing tenants use. The Avalara Connector calculates tax rates in batches during bill runs and invoice item adjustments. This method has a number of limitations, however, and all new Zuora customers are encouraged to use the real-time Avalara integration.

Features:

  • Retrieve tax rates from Avalara to calculate sales tax
  • Apply taxation amounts for the full Subscriber lifecycle, like Invoice Item Adjustments for partial or full refunds
  • Tax using subscription or charge level addresses

Benefits:

  • Quickly integrate to the tax service of your choice
  • Don’t pay for a custom integration
  • Process up to 1,000,000 items automatically per month
  • Enjoy all the benefits of a SaaS service, including ongoing maintenance, upgrades and backwards and forwards compatibility

For more information, please visit the Knowledge Center or the Connect Marketplace.

CCH SureTax Connector

Sabrix Tax Connector

Vertex Tax Connector

Real-Time

Avalara AvaTax

The Avalara AvaTax integration is a server-to-server communication between Zuora and Avalara servers. The connection is through the Transport Layer Security (TLS) protocol. All customer credentials are protected and follow industry best practices.

Zuora is tightly integrated with the Avalara tax engine, and can calculate real-time tax rates when performing billing operations in bill runs and API calls. By connecting your Avalara account to Zuora you can:

  • Calculate tax rates in bill runs
  • Calculate real-time tax rates in all SOAP API calls that generate an invoice; subscribe(), amend() and generate()
  • Calculate real-time tax rates in all REST API calls that generate a billing document
  • Preview real-time taxes in subscribe() and amend() SOAP API calls and various REST API calls
  • Calculate tax values for invoice item adjustments (IIA) through the Zuora UI and SOAP API

For more information, please visit the Knowledge Center or the Connect Marketplace.

Open Tax Connector