Data Exports

Knowledge Center > Reporting > Data Sources and Exports > Data Exports

Data Exports

This feature is deprecated and is not enabled by default. Contact Zuora Global Support to enable this feature in your tenant.

This article introduces the Data Export feature. Zuora data sources provide more powerful reporting and export capabilities. See Introduction to Data Sources and Generate a Data Source Export for more information.

You can use the Data Export feature to export predefined data from your Zuora tenant. After generating a data export, you can download the data export. Data exports older than seven days are not available for download.

By default, all Zuora users in your organization can access the Data Exports feature. Zuora platform administrators can manage access to the Data Exports feature. See Reporting Roles for more information.

Available Exports

The following table lists the data exports that are available through Reporting > Exports.

Export Data Data Source Object Exported Data
Payment CSV Payments

Exports payment data based on a selected time frame and the Payment Status filter: Processed, Error, Voided, and Cancelled.

Zuora strongly recommends that you use the Payment data source instead of the Payment CSV export. The Payment CSV export will be deprecated in a future release.

Invoice CSV
Invoice PDF
Invoice

Exports invoice data based on any of the following selected filters and time frame:

  • Invoice Status: Posted, Draft, and Cancelled
  • Bill Run Number
  • Invoice Balance
  • Invoice Total
  • Customer ID

The invoice CSV export contains a column, Extended Price. This is the same as the Charge Amount field of the Invoice Item data source

Use the invoice PDF export to aid your collections process. For example, you can export only invoice PDFs for invoices with a balance greater than zero. You can send these invoice PDFs to customers to remind them of their open balances.

If your company uses the Boomi accounting integration, you can export your invoice import file using this method. Only invoices with posted status are exported.

CustomerAccounts Zip Customer Accounts Exports data: contact, customer account, and payment method. No filtering available.
ProductCatalog Sheet Product Exports data: product, product rate plan, price. No filtering available.
Subscriptions Zip Subscriptions

Exports: 

  • Mass Order Entry (includes Subscriptions and Amendments data)
  • Subscriptions

No filtering available.

Orders Zip Subscriptions and Amendments

Exports: Orders including Subscriptions and Amendments.

No filtering available.

All Users List CSV Administration Settings

Exports user details, including ID, name, status, roles, and last login. See Manage Users for more information.

No filtering available.

Object Sharing Exceptions Objects Sharing Errors Exports data about errors that occurred when synchronizing the shared objects to target entities. The export is based on a selected time frame and the Object Type filter:
  • Product
  • Product Rate Plan
  • Product Rate Plan Charge
  • AccountingPeriod

Note: This is only available for Multi-entity.

 

Export Links

You can access data exports from other parts of the Zuora user interface. For example, on the Customer Accounts page.

There will be one or more Export links on the right side of the page. For example, for Customer Accounts, the link is Export Customer Accounts. Click one of the available links. Depending on which page you are on, one or more files are exported as CSV files contained in zipped file format.

Some export links are available even if the Data Exports feature is not enabled in your tenant. See the table below for more information.

The following table provides a list of all the export links and types of data that you can export. For example, if you export customer accounts, Zuora exports three files: a file for contacts, a file for customer accounts, and a file for payment methods. All three files are contained within a zipped file.

Objects Export Link Data Available from Export

Customer Accounts

Export Customer Accounts

Contact, Customer Account, Payment Method

Invoice Adjustments

Export Invoice Adjustments. Does not depend on availability of the Data Exports feature.

Invoice Adjustments

Invoice Item Adjustments

Export Invoice Item Adjustments

Invoice Item Adjustments

Product

Export Product Catalog

Product, Product Rate Plan, Price

Product

more > Export this product. Does not depend on availability of the Data Exports feature.

Product

Subscriptions

Export Mass Order Entry. Does not depend on availability of the Data Exports feature.

Export Subscriptions

Mass Order Entry (includes Subscriptions and Amendments data)

Subscriptions

Subscriptions and Amendments

Export Orders

Orders (includes Subscriptions and Amendments)

Billing Runs

Export Bill Runs. Does not depend on availability of the Data Exports feature.

Bill Runs

Invoices

Export Invoices

Invoices

Payment Runs

Export Payment Runs. Does not depend on availability of the Data Exports feature.

Payment Runs

Payments

Export Payments

Payments

Zuora strongly recommends that you use the Payment data source instead of this export. This export will be deprecated in a future release.

Refunds

Export Refunds. Does not depend on availability of the Data Exports feature.

Refunds

Credit Balance

Export Credit Balance Transactions. Does not depend on availability of the Data Exports feature.

Credit balance transactions

Credit Balance

Export Credit Balance Applied. Does not depend on availability of the Data Exports feature.

Applied credit balances

All User List CSV

Export User List

The following user data is included in this export:

  • User ID
  • User Name
  • First Name
  • Last Name
  • Status
  • Work Email
  • Created On
  • Zuora Billing Role
  • Zuora Payments Role
  • Zuora Commerce Role
  • Zuora Platform Role
  • Zuora Finance Role
  • Last Login

Working with Object Data

In programming languages, customer accounts, subscriptions, products, and other parts of your subscription business are called objects. Each object has a number of fields contained within it, such as names, dates, and payment methods.

When you see fields in the Zuora user interface, very often those fields are using information from these internal fields. When you export data from the Zuora user interface, you export all of the data contained within those objects. You can then use that data in any reporting tool that accepts CSV-formatted files.

Export Date Formats

When using WSDL 68 or earlier, the output format of dates and times in data source exports depends on the value. If a time is stored with the date, the resulting data is displayed as a date and time. If no time is stored with the date or the time is 00:00:00, in some cases the result is displayed as a date with no time component. Depending on how data is entered into Zuora, applications that use data source exports may need to accommodate both date and dateTime output formats for the same field.

From WSDL 69 and later, the output format of dates and times depends on the field type. The output from dateTime fields is a dateTime and the output from date fields is a date. For example:

  • A value of 2015-02-13T23:18:00-08:00 is exported from a dateTime field as 2015-02-13T23:18:00-08:00
  • A value of 2015-02-13 or 2015-02-13T23:18:00-08:00 is exported from a date field as 2015-02-13
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