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Account Data Source

Zuora

Account Data Source

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Use the Account data source to export customer Accounts with Contacts and Payment Methods.

Objects Available in the Data Source

Account_Data_Source.jpg

Base Object Description

Object Description
Account

The customer account.

This is the base object for the Account Data Source Export. Contains the following fields:

  • Account Balance
  • Account Number
  • Additional Email Addresses
  • Allow Invoice Editing
  • Auto Pay
  • Bill Cycle Day
  • Bill Cycle Day Setting Option
  • Billing Batch
  • CMRR
  • CRM Account ID
  • CSR
  • CommunicationProfile ID
  • Created By ID
  • Created Date
  • Credit Balance
  • Currency
  • ID
  • Invoice Delivery Preferences Email 
  • Invoice Delivery Preferences Print
  • Invoice Template ID
  • Last Invoice Date
  • Name
  • Notes
  • PO Number
  • Parent ID
  • Payment Gateway Name
  • Payment Term
  • Sales Rep
  • Sequence Set ID
  • Status
  • Tax Company Code
  • Tax Exempt Certificate ID
  • Tax Exempt Certificate Type
  • Tax Exempt Description
  • Tax Exempt Effective Date
  • Tax Exempt Expiration Date
  • Tax Exempt Issuing Jurisdiction
  • Tax Exempt Status
  • Total Debit Memo Balance (This field is only used for Credit and Debit Memo.)
  • Total Invoice Balance
  • Unapplied Balance
  • Unapplied Credit Memo Amount (This field is only used for Credit and Debit Memo.)
  • Updated By ID
  • Updated Date
  • VAT ID

Related Zuora Objects

Descriptions for related Zuora objects are listed in alphabetical order.

Object Description
Account The customer account. This is the base object for the Account Data Source Export.
Bill To Contact The Bill-To Contact of the Account.
Sold To Contact The Sold-To Contact of the Account.
Default Payment Method The default payment method to be used for making payments. Required to be ACH, credit card or PayPal for customers paying electronically.
Entity

The entity that the data relates to. Part of the Multi-entity feature. Contains the following fields:

  • Address 1
  • Address 2
  • City
  • Country
  • Created By ID
  • Created Date
  • Display Name
  • Email
  • ID
  • Name
  • Postal Code
  • State
  • Updated By ID
  • Updated Date

The CMRR Field

The CMRR field in the Account data source represents the future expected MRR that includes future upgrades, downgrades, upsells, and cancellations. For example, if you have a subscription that has a $100 monthly charge, if the account contain only this subscription the CMRR of the account is $100. If you create an amendment to update the charge to $175, then the CMRR will change to $175.

The CMRR value is independent of the selected time frame. Changing the time frame will not change the CMRR value.