From Billing and Payments, you can export certain types of data into a comma-separated value (CSV) file (a CSV file is a file in which the values for different fields or cells are separated by commas; most reporting tools know how to read CSV files). These exported files will contain all data from all fields for each selected aspect of your subscription business. Once you have these files, you can use them in your own reporting tool.
When you export data from Zuora, each exported file is available for download for seven days.
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 on the Billing and Payments screens, 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.
To export data from Zuora:
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 Item Adjustments||Export Invoice Item Adjustments||Invoice Item Adjustments|
|Product||Export Product Catalog||Product, Product Rate Plan, Price|
Export Mass Order Entry
Mass Order Entry (includes Subscriptions and Amendments data)
|Subscriptions and Amendments||Export Orders||Orders (includes Subscriptions and Amendments)|
|Billing Runs||Export Bill Runs||Bill Runs (all)|
|Invoices||Export Invoices||Invoices (all)|
|Payment Runs||Export Payment Runs||Payment Runs (all)|
|Payments||Export Payments||Payments (all)|
|Credit Balance||Export Credit Balance Transactions||Credit balance transactions (all)|
|All User List CSV|| |
The following user data is included in this export: