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Real-Time Reconciliation

Zuora

Real-Time Reconciliation

Zuora's Gateway Reconciliation feature (also known as batch Gateway Reconciliation) allows Zuora to submit a batch job on a daily basis to retrieve gateway reconciliation reports. You can then view and download these reports that will aid in the transaction reconciliation efforts between Zuora and the gateway.

In addition to the batch Gateway Reconciliation feature, Zuora also provides Real-Time Reconciliation by integrating with the Webhook service provided by the applicable gateways. It gives you a more time-efficient option for reconciling transactions. With Real-Time Reconciliation enabled, the payment gateway can submit notifications to Zuora for various event types on gateway objects, and the corresponding records can be automatically updated in real time.

Currently, this feature is only supported by the GoCardless gateway.

Configure Real-Time Reconciliation

Prerequisites

  • A GoCardless gateway instance has been configured in Zuora.
  • You have created at least one authentication mechanism set up through the Gateway Authentication payment setting.

Procedure

  1. Navigate to Payments Settings > Configure Real-Time Reconciliation. This page displays all available webhooks. Each time you create an authentication mechanism such as OAuth through the Gateway Authentication payment setting, a corresponding webhook is automatically added to this page.
  2. Find the webhook you want to use, and click Activate to activate this webhook.

After the webhook is activated, updates to different gateway events will be reflected in Zuora in real time.

Supported events with Real-Time Reconciliation enabled

For information about the supported GoCardless events and the corresponding actions from Zuora, see Real-Time Reconciliation events for GoCardless.

Limitations

The Real-Time Reconciliation feature is not compatible with Multi-entity.