This article describes how to associate Zuora accounts with the corresponding Salesforce accounts.
You need to map the accounts between Zuora and Salesforce before you can synchronize the data. To do this, first, get a list of your customer account IDs from Salesforce, and then enter the IDs into the corresponding accounts in Zuora.
To generate a list of Salesforce Account IDs:
Zuora 360 uses the CRM Account IDs to synchronize Zuora data to Salesforce. Once you have a list of Salesforce accounts with Account IDs, associate each Zuora Customer Account with a Salesforce Account by entering the Salesforce Account ID in the CRM Account ID field in Zuora.
If you are pulling information containing the Salesforce account ID from the API, the Salesforce account ID contains 18-characters. However, if you are viewing the Salesforce account record or running a report, both the URL and the reports will show the 15-character ID.
To associate a Salesforce Account ID with a Zuora Account ID:
If you have a large number of accounts to map, you can use the Customer Account Import feature in Zuora to import the CRM Account IDs.
To associate a list of Salesforce Account IDs with a Zuora Account IDs: