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Zuora API Developer's Guide

How Do I . . . ?
- How do I add custom fields to my WSDL?
- How do I allow customers to modify their stored payment methods?
- How do I allow my customers to increase or decrease the units associated with a subscription?
- How do I amend subscriptions? (Upgrades, downgrades, add-ons)
- How do I apply a credit balance if I don't use Zuora's Payment Runs?
- How do I apply a credit balance to a future invoice?
- How do I automatically notify my customers of subscriptions coming up for renewal?
- How do I avoid product proliferation when building out my product catalog?
- How do I bill a customer for a new purchase without using the default payment method in the API?
- How do I bill for recurring charges now and bill for usage later?
- How do I bill in advance?
- How do I build dashboards with Z-Force?
- How do I capture the SOAP API Request and Response?
- How do I change the currency in a customer account?
- How do I choose a payment gateway?
- How do I close my accounting period in Zuora?
- How do I communicate with customers using Zuora?
- How do I configure the frequency of the payment method updater?
- How do I configure Zuora accounting codes to classify and group transactions into a GL account in my accounting system?
- How do I control what information Zuora sends over to the payment gateway when verifying payment methods?
- How do I control when Zuora will authorize the Payment Method?
- How do I create a refund in UI and API (including shutting off a subscription)?
- How do I create an ad hoc charge or credit in Zuora?
- How do I create Journal Entries using Zuora data?
- How do I create summarized GL entries in my accounting system for Zuora transactions?
- How do I customize the invoice template to show transactions, show payments, and create a statement?
- How do I decide what authorization amount to use when configuring my payment gateway?
- How do I determine current RatePlanCharges and map back to active subscriptions?
- How do I determine if it's better to bring over summary level data or line item accounting data?
- How do I edit a merge field on the invoice template?
- How do I edit the CRM account ID for Z-Force?
- How do I expire a product so that it is no longer sold?
- How do I find out which versions of Z-Force I have installed?
- How do I find out why a payment or refund transaction failed?
- How do I fix a payment stuck in Processing status?
- How do I get self-service orders to sync to Salesforce?
- How do I give users a choice between monthly, quarterly, and annual plans?
- How do I handle a negative invoice?
- How do I handle ACH or Direct Debit payments that are reversed?
- How do I handle credit cards that have reached the maximum # of retries?
- How do I handle discounts in Zuora?
- How do I handle free trials in Zuora?
- How do I handle multi-currency in Zuora?
- How do I handle overpayments (the customer pays more than they owe)?
- How do I handle Person Accounts using Z-Force?
- How do I handle special subscription term lengths?
- How do I handle subscriptions that do not auto-renew at the end of the subscription term?
- How do I handle write-offs?
- How do I improve cash collections?
- How do I keep my tax rates updated?
- How do I know my invoice was sent to the recipient?
- How do I know what type of adjustment to use (invoice adjustment vs invoice item adjustment)?
- How do I learn about payments?
- How do I load usage information into Zuora on a regular (daily) basis?
- How do I maximize revenue using multiple gateways?
- How do I plan for internationalization in Zuora if my business wants to expand globally?
- How do I prevent customer emails from getting caught in spam/junk filters?
- How do I prevent my API user login from expiring?
- How do I prevent session tokens from expiring in the API?
- How do I prevent/reduce chargebacks?
- How do I properly cancel or downgrade customers to avoid issuing a credit or refund?
- How do I pull the detail reports that correspond to the AR by Accounting Code report?
- How do I recognize revenue with data in Zuora?
- How do I recognize revenue with Z-Suite?
- How do I redirect the email notifications for our scheduled billing and payment runs to a different email address?
- How do I remove the Zuora logo from my invoice template?
- How do I segment customers?
- How do I select from more than 15 products and rate plans when adding them to a new subscription?
- How do I set up a custom user role with permission to issue refunds and assign it to a user?
- How do I set up a monthly fee and a fee for storage?
- How do I set up a PCI compliant page to accept new payment methods?
- How do I set up a per user pricing model?
- How do I set up concurrent annual subscriptions to always bill for the full amount?
- How do I stop billing a customer who discontinued their subscription?
- How do I support compound taxation such as tax on tax in countries like Canada?
- How do I support direct debit (such as ACH) payments?
- How do I support evergreen subscriptions?
- How do I test my gateway?
- How do I troubleshoot connectivity issues?
- How do I turn on invoice editing within a customer account?
- How do I understand the "Invoice to Cash" business processes that Payment Operations supports?
- How do I understand the credit balance adjustment (CBA) data in the UI and export csv file?
- How do I understand the user actions in Payment Operations so I can build a test plan or plan an integration?
- How do I undo a change made to a subscription (delete an amendment)?
- How do I update a Bill To or Sold To address on a posted invoice?
- How do I use accounting codes?
- How do I use an invoice number to find a payment?
- How do I use batches?
- How do I use batches to optimize my billing and payments?
- How do I use custom fields?
- How do I use multiple payment gateways?
- How do I use proration in Zuora?
- How do I use the automatic price increase (uplift) feature?
- How do I use the Salesforce Sync Clean Up for my product catalog?
- How do I use the Transaction Dates from Payment Operations?
- How do I use Zuora with my existing website?
- How do I verify the charges on my invoice are correct?
- How do I view my Zuora product catalog in Salesforce?
- How do the different usage statuses impact my billing?
- How does changing the bill cycle day on a customer account impact billing for that account?
- How long do I have to refund a payment?
- How much time do I have to void a payment?
- How should I manage the credit card payment exception handling process?
- How should I think through a transactional accounting integration?

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Table of contents

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How do I use the Salesforce Sync Clean Up for my product catalog?

Modified 16:48, 9 Nov 2011 by Neal Kaplan | Page History

Table of contents

1. Overview
2. Solution
3. Related

1. Overview
2. Solution
3. Related

Overview

Zuora has disabled the ability to do a clean up for the product catalog. It is not necessary to perform a clean up of this object.

Solution

When using Z-Force Quotes you must sync your product catalog from Z-Billing into Salesforce.com. If your company has not implemented Z-Force Quotes you will not need to perform a Salesforce sync for your product catalog.

If you want to remove your Z-Billing product catalog from Salesforce.com, contact Zuora Global Support and open a ticket.

Related

Topics

About Z-Force: Z-Force is Zuora's native force.com application that integrates your Salesforce CRM implementation with Zuora.
Working with Quotes: A Quote is a Salesforce custom object that is created in Salesforce and Z-Force. A Quote is linked to an Opportunity. In Z-Force, an Opportunity can have only one Quote. Sending a quote from Salesforce to the backend Zuora applications (Z-Billing) creates a Subscription object in Zuora.

Tutorials

Using Discount Charges (Beginner)
Creating Quotes (Intermediate)
Generating a Quote File (Intermediate)
Sending Quotes to Z-Billing (Intermediate)
Editing Quotes (Intermediate)
Deleting Quotes (Intermediate)
Changing the Currency of Quotes (Intermediate)
Sample Implementation: Integrating with Z-Force Quotes (Intermediate)

Troubleshooting

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Z-Force Quotes

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