Configuration procedures

Knowledge Center > Billing and Payments > Payment Operations > Stored credential transactions > Configuration procedures

Configuration procedures

To help you ramp up on stored credential transactions and understand how the Stored Credential Transaction framework affect your experience in Zuora, the instructions to accommodate this framework are provided.

Instructions for new Zuora Payments users

If you are new to Zuora Payments, complete the following tasks to be compliant with the Stored Credential Transaction framework:

  1. Create a new payment gateway instance. See Payment gateways for the list of gateways that support stored credential transactions.
  2. Create a customer account if you have not created yet.
  3. Import payment methods if you intend to import payment methods from external systems into Zuora.
  4. Collect or create payment methods in Zuora. You can use Payment Pages to collect end customers’ payment method information, or use API or Zuora UI to create credit card payment methods. 

The subsequent payments using these payment methods will be considered as recurring stored credential transactions if the gateway supports the Stored Credential Transactions framework. See Payments and payment runs to learn how payments will be processed by the gateway.

Instructions for existing Zuora Payments users

If you have already with Zuora Payments, take the following steps to be compliant with the Stored Credential Transaction framework:

  1. Check if the gateway integration you are using supports stored credential transactions. See Payment gateways for the list of gateways that support stored credential transactions.
    • If your current gateway instance supports stored credential transactions, proceed to the next step.
    • If your current gateway instance does not support stored credential transactions but a later version of the gateway integration does, create a new payment gateway instance of a later gateway version. Contact Zuora Global Support if you require additional assistance.
    • If your gateway does not support stored credential transactions yet, you can still create stored credential profiles using UI or API for your existing credit card payment methods. The status of the profiles will be saved as Agreed and will be updated to Active when the gateway starts to support stored credential transactions.
  2. Import payment methods if you intend to import payment methods from external systems into Zuora.
  3. Modify Hosted Payment Pages if you are using Payment Pages to collect end customers’ payment methods.
  4. Create a stored credential profile within existing payment methods in Zuora. See Migrate an existing payment method or Migrate all existing payment methods for more information. You can view the stored credential profile through the Zuora UI after the migration.

The subsequent payments using these payment methods will be considered as recurring stored credential transactions if the gateway supports the Stored Credential Transactions framework. See Payments and payment runs to learn how payments will be processed by the gateway.

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