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Create a Subscription


Create a Subscription

The migration to full Orders is in Limited Availability. We are actively soliciting feedback from a small set of early adopters before releasing as generally available.

This tutorial demonstrates how to create a subscription by creating an order. You will set the duration of the first term to be 12 months. You will also set the duration of the renewal term to be 12 months.

In this tutorial, you will set the following dates to today's date:

  • The date when the order is signed
  • The contract effective date of the subscription
  • The service activation date of the subscription
  • The customer acceptance date of the subscription
  • The start date of the first term of the subscription

Use the Zuora Application

To create a subscription by creating an order in the Zuora application:

  1. Navigate to Customers > Orders.

    The Orders page opens.

  2. Click the CreateOrderIcon.png icon at the top right:


    The Create New Order page opens.

  3. In the Account field, specify the name of the account that will own the order. You can toggle between the Search by Account Name and 
    Specify complete Account Number radio buttons to choose the way of specifying an account.

    By default, the account that owns the order will also own the subscription.

  4. In the Order Date field, enter the order date you are to assign to the order.

  5. Click Create New Subscription.

  6. In the Create New Subscription page:

    1. Enter 12 in the Initial Term and Renewal Term fields.

    2. Specify Contract Effective Date, Service Activation Date, and Customer Acceptance Date for the subscription. See Billing Trigger Dates for more information.

      The Invoice the subscription separately option is by default greyed-out. See Define Default Subscription Settings.


  7. Click Continue.

  8. In the Products and Charges area, search for the name of a product, then click the ">" next to the product, and then click Add to select a rate plan. In the search results, at largest 20 products can be displayed.


    You can select more than one rate plan. If you select a rate plan by mistake, click Add again to deselect the rate plan.

  9. Click Add Product at the bottom of the page.

    You can then modify the charges in the selected rate plan by clicking more details underneath each charge name.

  10. Click Continue.

    Zuora displays an overview of the order.

  11. In the Associated Subscriptions area, click the OptionIcon.png  icon next to the new subscription to create, then click Edit subscription name. The Subscription name text entry box displays. 


  12. In the text entry box, edit the subscription's name and click Save.

  13. Click Activate to activate the subscription.

Use the REST API

You can use the "Create order" operation to create a subscription.

Prior to the Orders feature being enabled, you would have used the "Create subscription", "Subscribe", or "Create account" operation.

To create a subscription by creating an order:

  1. Determine the values of the following variables:

    Variable Description
    $AccountNum The number of the account that will own the order and the subscription. For example, A00000001.
    $ProductRPId The ID of the product rate plan to subscribe to. For example, 2c92c0f85e5019d7015e513826e650f7.
    $Today Today's date. For example, 2017-09-30.
  2. Use the "Create and activate order" operation to create an order under an existing account:

    Request POST /v1/orders/
    Request Body
      "orderDate": "$Today",
      "existingAccountNumber": "$AccountNum",
      "subscriptions": [
          "orderActions": [
              "type": "CreateSubscription",
              "triggerDates": [
                  "name": "ContractEffective",
                  "triggerDate": "$Today"
                  "name": "ServiceActivation",
                  "triggerDate": "$Today"
                  "name": "CustomerAcceptance",
                  "triggerDate": "$Today"
              "createSubscription": {
                "terms": {
                  "initialTerm": {
                    "startDate": "$Today",
                    "period": 12,
                    "periodType": "Month",
                    "termType": "TERMED"
                  "renewalSetting": "RENEW_WITH_SPECIFIC_TERM",
                  "renewalTerms": [
                      "period": 12,
                      "periodType": "Month"
                "subscribeToRatePlans": [
                    "productRatePlanId": "$ProductRPId"
      "processingOptions": {
        "runBilling": false,
        "collectPayment": false

    To create the order under a new account instead of an existing account, specify the newAccount field instead of the existingAccountNumber field.

To preview invoices for the new subscription, use the "Preview order" operation.

SOAP Migration Guidance

When the Orders feature is enabled in your Zuora tenant, the SOAP API is not available. You must migrate any SOAP integrations to use the REST API instead. See Migrating From the SOAP API for the SOAP equivalent of this tutorial.