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Considerations before upgrading to Zuora 360+

Zuora

Considerations before upgrading to Zuora 360+

Before upgrading to Zuora 360+, you should learn about its requirements or key behavior changes compared with Zuora 360 in the following aspects:

The following table describes the details for each aspect. We encourage you to test thoroughly your use cases after enabling Zuora 360+ in the sandbox environment to avoid the risk of data loss in production.

Feature Requirements / Key behaviors

Object Type

The following object types are only supported in Zuora 360+ 5.0+: 

  • Credit Memo
  • Credit Memo Item
  • Credit Memo Part
  • Debit Memo
  • Debit Memo Item
  • Payment Part
  • Refund Part​​​​​

The following object types are only supported in Zuora 360+ 5.2: 

  • Subscriptions History
  • Subscription Rate Plans History
  • Subscription Product & Charges History
  • Subscription Charge Tier History.

See the Subscription History item below in the table.

Sync Mode

  • You must turn on and use Real-Time Sync if you use both Zuora 360 and Zuora 360+ to sync your objects.

  • Scheduled sync is not supported with Zuora 360+. This means that Zuora 360+ always syncs objects using Salesforce SOAP API instead of Bulk API.

Email Notification

  • Email Notification is currently not supported.

SRPC Versions

  • In Zuora, an Invoice Item is linked to a version of the Subscription Rate Plan Charge (SRPC) object that generated it.

  • Zuora 360 by default only syncs the latest version of a Subscription and deletes the old version, therefore your Invoice Item in Salesforce could have a null lookup to the SRPC if generated based on a previous Subscription version.

  • When you enable the feature of upserting Salesforce Subscriptions instead of deleting the old versions in sync,  an Invoice Item in Salesforce will have a lookup to an SRPC even if this Invoice Item was generated from an old version of a Subscription. In this case, the SRPC is not the one that this Invoice Item was generated from. However,  an Invoice Item in Salesforce could still have a null lookup to the SRPC even if this feature is enabled. For example, if a Remove Product amendment occurs, Zuora will delete the associated SRPC. An Invoice Item that is generated from this SRPC will then have a null reference in Salesforce.

Historical Data

  • When you turn on Zuora 360+, if you turn on the sync for any object types that are supported in Zuora 360+, you will not get the historical data on these types of objects.

On-Demand Sync

If you use both Zuora 360 and Zuora 360+ to sync your objects:

  • Invoices will not be synchronized during On-Demand Sync.

  • If Invoice Settlement is enabled for your Zuora tenant, Payment objects will not be synced during On-Demand Sync. Instead, they will be synced automatically through Zuora 360+.

Subscription History

  • Existing Subscription records synced before you turn on Subscription History in Zuora 360+ will stay under the Subscription object. Updates on these records after you turn on Subscription History in Zuora 360+ will be synced to Subscription History object through Zuora 360+.