Zuora is pre-integrated with the Vantiv Account Updater Service. This is a premium service provided by Vantiv (Now Worldpay) at a cost and Vantiv (Now Worldpay) registered users can use it in Zuora without any additional fees.
In order to use the Vantiv Account Updater, you must both enroll in and use the Vantiv (Now Worldpay) payment processor. Note that this is different from the Automatic Account Updater service, where Vantiv (Now Worldpay) handles updates without Zuora involvement.
Set Up the Vantiv Account Updater
To set up the Vantiv Account Updater in Zuora:
- Select Settings > Z-Payments Settings > Setup Payment Method Updater.
- Select Vantiv as the Updater Type, then click add payment method updater.
- Select the Updater services,
- Enter your Credentials.
- Name: Create a name for your updater configuration (for example, Vantiv Updater or Vantiv 001234 Updater).
- Merchant ID: This is the merchant ID (provided to you by Vantiv (Now Worldpay)) for your Vantiv payment gateway account. If you have more than one merchant account, please clarify with Vantiv which merchant account to use for the Account Updater services. Zuora recommends configure the updater on one MID only, and the running all cards against that service. If you configure the updater service for each MID the same card may be updated multiple times, potentially resulting in additional transactions fees.
Specify a value for Start Payment Method Updater service days prior to the Bill Cycle Day, if required. The default value is set to 10 days prior to the Bill Cycle Day, and the Vantiv Updater service will take about 5 days to process the credit card account information for updates. We recommended testing between 6 and 10 days.
- If you choose the Only update payment methods for customer accounts associated to this gateway/processor, then only the credit cards for customer accounts with Vantiv (Now Worldpay) set as the payment gateway (under Billing and Payment Info) are included in the updates. Disable this field to send all credit card information to Vantiv (Now Worldpay).
- Click save account information.
When you set up a PMU, Z-Billing will start an automated process that searches for every billing account (on the specified number of days prior to the bill cycle day), and will collect all applicable credit card information and send it to Vantiv (Now Worldpay) for processing. Zuora will also check for updates to the credit card information.
The size limit for Vantiv PMU is 5,000, which means up to 5,000 records can be included in a single batch. It is a fixed number and cannot be configured. When the record number exceeds 5,000, multiple batches will be automatically created.