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Global Support Scope

Zuora Global Support's first priority is to provide customers with the highest quality customer service. This article describes the scope of support included in your Zuora Premier, Enterprise Edition and Nine Support editions. For self-service components, we can provide options on how to best address your needs through Zuora Global Services or our partner community.

Contact Us

Please contact Support Management by submitting a support ticket and requesting Management if you have any questions or for further clarification.

For general support, submit a request at Zuora Global Support at +1-650-779-4993 or support@zuora.com.

Setup and Customizations

Description Supported Self-Service

Recommendations, best practices, troubleshooting and instructions on how to:

  • Create/modify users & user roles
  • Create/modify Custom fields
  • Create/modify Communication profiles
  • Setup Product catalog
  • Batch segmentation
  • Create/modify Email and callout notifications
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Enabling controlled release features and other actions which are not available to customers to perform in self-service mode  Check Mark  
Refreshing a services tenant with the latest copy of the production Tenant’s data and Zuora application code release Check Mark  
Creating, modifying, and deleting any objects/entities in customer's tenant   Check Mark
Resetting customer user IDs and passwords   Check Mark
Creating, activating, changing work email, or deactivating users in customer's tenant   Check Mark

Reports and Templates

Description Supported Self-Service

Recommendations, best practices, troubleshooting and instructions on out-of-the-box reports, invoice templates and their functionality

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Creation of custom reports

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Creating or modifying any custom report which was built by Zuora Global Services or an outside vendor   Check Mark
Creating or modifying invoice  templates based on customer  mockups/requirements   Check Mark

Mass Change Updates

Description Supported Self-Service

Instructions and troubleshooting on available UI operations that allow mass change updates: 

  • Mass Order Entry
  • Usage Upload
  • Customer Accounts
  • Contacts
  • Payment Methods
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Creation of Mass Order Entry or Usage files   Check Mark
Conducting mass changes across Accounts, Contacts, Subscription data (including pricing, payment methods, usage records)   Check Mark
Providing complete solution design logic on how to execute batch operations via API   Check Mark
Data fixes due to incorrect/inaccurate data entered by Customer   Check Mark

Development, Coding, Debugging, Connectors, Gateways

Working on development and integration issues requires a partnership with Zuora Support. Customers are required to provide the information requested by Zuora to address questions or issues.

If Zuora deems that the request is beyond the scope of Zuora Support or the customer is not providing the necessary information, Zuora Support Management reserves the right to classify the request as not supported and provide the alternate options for resolution.

Development / Coding

Description Supported Self-Service

Provide reference to available sample code on https://github.com/zuora/

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Troubleshooting of Zuora API (Z-API) and Export ZOQL calls when complete XML Request/Response is provided, along with additional requested information as needed (e.g. WSDL version, timestamps, etc)

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Performance analysis of Z-API and ZOQL calls when provided with timeframe

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Consulting on how to modify sample code to meet specific use cases

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Consulting on how to upgrade sample code to higher WSDL version

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Installation/troubleshooting of integrated developer environments (IDE) 

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Troubleshooting programming code errors in any language (Java, PHP, Ruby, C#, etc) 

  Check Mark

Troubleshooting client side (HTML, JavaScript) errors

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Solution design of Zuora API/Export ZOQL calls to meet specific use cases

  Check Mark

Code support for any custom tools development by Zuora Global Services, Zuora partner or outside vendor

  Check Mark

Performance optimization design for Z-API calls

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Zuora for Salesforce

In order to effectively troubleshoot issues, Support may request access to the affected Salesforce org.  If customer does not wish to provide access, issue will fall under Self-Service. 

Description Supported Self-Service

Support customer development efforts with Z-Force Builder. Customer must provide an explanation of the code classes, triggers, entry points, behavior expected and behavior outcome

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Creating, developing and debugging custom APEX code

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Payment Gateway Integration

Description Supported Self-Service

Provide Zuora transaction logs for authorizations, payments, refunds and void operations when logs are not available to customer in a self-service mode

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Identify the source of an error: whether or not an error is originating from Zuora , gateway, processor or merchant bank or another third-party applications

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Debugging and providing resolution for payment failure errors originating from a gateway, processor or merchant bank

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Connectors/Third-Party Integration

Description Supported Self-Service

Identify the source of an error: whether or not an error is originating from Zuora 

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Explanation of Zuora data model, object and entity 

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Review of Zuora application logs to determine inputs/output from and to Zuora

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Troubleshooting Avalara Tax Connector issues

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Networking, Availability

In order to effectively troubleshoot issues, customer should have solid understanding of networking and internet technologies. Zuora Support may require IT personnel from customer's organization participate in the debugging process.

Description Supported Self-Service

Identify whether application requests are being received by the Zuora.

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Identify whether error messages are being sent by the Zuora.

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Check overall Internet health status.

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Troubleshoot proxy server connection issues and other issues originating from customer specific hardware and devices.   Check Mark
Determine root cause for any networking issues outside of Zuora and our data center.   Check Mark

Data Migration

Description Supported Self-Service

Recommendations, best practices, troubleshooting and instructions on available Z-API operations needed to conduct data migration activities

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Solution design for legacy accounts migration 

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Credit Card / Payment Method migration * (subject to PCI restrictions)

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Migration of data from one tenant to another (sandbox->production or sandbox->sandbox or production->production)

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Request to clean-up/delete data (e.g. delete all Product, Accounts, Subscription) 

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General Consulting/Guidance on Best Practices

Description Supported Self-Service

Based on Zuora availability, a 30-minute session twice a month with a support agent to review topics of customer's choice.  Topics must be specified prior to the session.

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Phone support exceeding 30 minutes per session or more than twice per month.

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Requests for additional time may be accommodated upon completion of Zuora Core Training

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Onsite support at customer location

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Transferring of a support ticket to another agent without following the proper escalation process

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Features Requests/Defect Reporting

Description Supported Self-Service

Determination whether or not a specific feature/behavior is currently available in the application

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Submission of feature requests into the Product Management tracking system

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Determination whether or not a specific issue/behavior is a defect in the current application

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Submission of defects into the Engineering tracking system

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Provide updates on status of any previously filed feature request or defect

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Continuous engagement with Engineering on behalf of customer until resolution is obtained for any Severity 0 or Severity 1 defect

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Providing an ETA for any feature request  unless it is published in Product Release Notes

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Providing an ETA for resolution for Defects Severity Level 2 or lower unless it is published in Product Release Notes

  Check Mark

Troubleshooting on any connector or custom code developed by Zuora Professional Services or outside vendor

  Check Mark
Last modified
13:51, 28 Jun 2016

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