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Sync Field Mapping of Account and Related Objects

Zuora

Sync Field Mapping of Account and Related Objects

This article shows how the Zuora account and related objects and their fields are mapped and synchronized to Salesforce objects and fields in Zuora 360. Each sync objects pair is marked as <Zuora object> : <Salesforce object>.

Any Zuora field marked as "internal" is a field that is not exposed in the Zuora SOAP API. However, these internal fields are synchronized between Zuora and Salesforce in Zuora 360. 

The descriptions of the "internal" sync fields are provided in this article. For the descriptions of the standard fields, refer to  SOAP API Object Reference.

Account : Zuora__PaymentTerm__c

Zuora Object Zuora Field Salesforce Object Salesforce Field
Account Zuora__PaymentTerm__c
  PaymentTerm   Name

Account : Zuora__CustomerAccount__c

Zuora Object Zuora Field Salesforce Object Salesforce Field Comments
Account Zuora__CustomerAccount__c  
  AccountNumber   Zuora__AccountNumber__c  
  AllowInvoiceEdit   Zuora__AllowInvoiceEdit__c  
  AutoPay   Zuora__ AutoPay__c  
  Balance   Zuora__ Balance__c  
  Batch   Zuora__Batch__c  
  BcdSettingOption   Zuora__BcdSettingOption__c  
  BillCycleDay   Zuora__BillCycleDay__c  
  BillToId   Zuora__BillToId__c  
  CommunicationProfileId   Zuora__
CommunicationProfileId__c
In Zuora 360 V. 3.1.x
  CommunicationProfileId   Zuora__
Communication_Profile_Id__c
In Zuora 360 V. 3.3+
  CreditBalance   Zuora__Credit_Balance__c  
  Currency   Zuora__Currency__c  
  CustomerServiceRepName   Zuora__
CustomerServiceRepName
__c
 
  Id    Zuora__Zuora_Id__c  
  Id  

Zuora__ External_Id__c 
(External ID) 

 

This unique key is used to determine whether to create a new account or update an existing account.

  InvoiceDeliveryPrefsEmail   Zuora__
InvoiceDeliveryPrefsEmail
__c
 
  InvoiceDeliveryPrefsPrint   Zuora__
InvoiceDeliveryPrefsPrint
__c
 
  InvoiceTemplateId   Zuora__InvoiceTemplateId__c  
  LastInvoiceDate   Zuora__ LastInvoiceDate__c  
  MRR (Internal)   Zuora__MRR__c  
  Notes   Zuora__Notes__c  
  PaymentGateway   Zuora__PaymentGateway__c  
  PaymentTerm   Zuora__PaymentTerm__c  
  PurchaseOrderNumber   Zuora__
PurchaseOrderNumber__c
 
  SalesRepName   Zuora__SalesRepName__c  
  SoldToId   Zuora__SoldToId__c  
  Status   Zuora__Status__c  
  TaxExemptCertificateID   Zuora__
TaxExemptCertificateID__c
 
  TaxExemptCertificateType   Zuora__
TaxExemptCertificateType__c
 
  TaxExemptDescription   Zuora__
TaxExemptDescription__c
 
  TaxExemptEffectiveDate   Zuora__
TaxExemptEffectiveDate__c
 
  TaxExemptExpirationDate   Zuora__
TaxExemptExpirationDate__c
 
  TaxExemptIssuingJurisdiction   Zuora__
TaxExemptIssuingJurisdiction
__c
 
  TaxCompanyCode   Zuora__TaxCompanyCode__c Note that this field is not available in Z360 V5.2 but only in Z360 V5.15
  TaxExemptStatus   Zuora__TaxExemptStatus__c  
  TotalInvoiceBalance   Zuora__
TotalInvoiceBalance__c
 
  VATId   Zuora__VAT_Id__c  

PaymentMethod : Zuora__CustomerAccount__c

Zuora
Object
Zuora Field Salesforce
Object
Salesforce Field
PaymentMethod (referenced through Zuora__CustomerAccount__c.
Zuora__DefaultPaymentMethod__c)
Zuora__CustomerAccount__c
  CreditCardExpirationMonth   Zuora__ CreditCard_Expiration__c
  CreditCardExpirationYear   Zuora__ CreditCard_Expiration__c
  CreditCardMaskNumber   Zuora__ CreditCard_Number__c
  CreditCardType   Zuora__ CredtCardType__c
  Type   Zuora__DefaultPaymentMethod__c

Contact : Zuora__CustomerAccount__c

Zuora Object Zuora Field Salesforce Object Salesforce Field
Contact Zuora__CustomerAccount__c
  Address1   Zuora__ BillToAddress1__c
  Address2   Zuora__ BillToAddress2__c
  City   Zuora__BillToCity__c
  Country   Zuora__BillToCountry__c
  Fax   Zuora__ BillToFax__c
  FirstName   Zuora__ BillToName__c
  LastName   Zuora__ BillToName__c
  PostalCode   Zuora__ BillToPostalCode__c
  State   Zuora__BillToState__c
  WorkEmail   Zuora__ BillToWorkEmail__c
  WorkPhone   Zuora__ BillToWorkPhone__c
  Address1   Zuora__SoldToAddress1__c
  Address2   Zuora__SoldToAddress2__c
  City   Zuora__SoldToCity__c
  Country   Zuora__SoldToCountry__c
  Fax   Zuora__SoldToFax__c
  FirstName   Zuora__SoldToName__c
  LastName   Zuora__SoldToName__c
  PostalCode   Zuora__SoldToPostalCode__c
  State   Zuora__SoldToState__c
  WorkEmail   Zuora__SoldToWorkEmail__c
  WorkPhone   Zuora__SoldToWorkPhone__c

Account : Zuora__Subscription__c

Zuora Object Zuora Field Salesforce Object Salesforce Field Comments

Account (referenced through AccountId)

Zuora__Subscription__c
  CrmId   Zuora__Account__c A foreign key reference to Account

Account : Zuora__SubscriptionProductCharge__c

Zuora Object Zuora Field Salesforce Object Salesforce Field Comments
Account (referenced through Subscription's Customer Account) Zuora__SubscriptionProductCharge__c  
  CrmId   Zuora__Account__c A foreign key reference to Account

Account : Zuora__SubscriptionProductFeature__c

To create features in the product catalog and use them in subscriptions and Zuora Quotes, you need to enable the following:

Zuora Object Zuora Field Salesforce Object Salesforce Field
Account (Referenced through Subscription's Customer Account) Zuora__SubscriptionProductFeature__c
  CrmId   Zuora__Account__c

Invoice : Zuora__ZInvoice__c

Zuora Object Zuora Field Salesforce Object Salesforce Field
Invoice Zuora__ZInvoice__c
  Amount   Zuora__TotalAmount__c
  Balance   Zuora__Balance2__c
  Comments   Zuora__Description__c
  CreatedDate   Zuora__GeneratedDate__c
  CreditBalanceAdjustmentAmount   Zuora__CreditBalanceAdjustmentAmount__c
  DueDate   Zuora__DueDate__c
  InvoiceDate   Zuora__GeneratedDate__c
  Id   Zuora__Zuora_Id__c
  Id   Zuora__External_Id__c (External ID)
  InvoiceDate   Zuora__InvoiceDate__c
  InvoiceNumber   Name
  PostedDate   Zuora__PostedDate__c
  Status   Zuora__Status__c
  TargetDate   Zuora__TargetDate__c
  Reversed   Zuora__ReverseFlag__c

Payment : Zuora__Payment__c

The Payment object holds all of the information about an individual payment, including the payment amount, and the invoices that the payment is applied to.

Zuora Object Zuora Field Salesforce Object Salesforce Field Comments
Payment Zuora_Payment_C
  AccountId   Zuora__BillingAccount__c Holds a master/detail reference to the Billing Account object.
  AccountingCode   Zuora__AccountingCode__c  
  Amount   Zuora__Amount__c  
  AppliedCreditBalanceAmount   Zuora__
AppliedCreditBalanceAmount__c
 
  AppliedInvoiceAmount   Zuora__AppliedInvoiceAmount__c  
  AuthTransactionId   Zuora__AuthTransactionId__c  
  BankIdentificationNumber   Zuora__
BankIdentificationNumber__c
 
  CancelledOn   Zuora__CancelledOn__c  
  Comment   Zuora__Comment__c  
  CreatedById   Zuora__CreatedById__c The username of the user identified by CreatedById
  CreatedDate   Zuora__CreateDate__c     The date when the object was created in Zuora system.
  EffectiveDate   Zuora__EffectiveDate__c  
         
  GatewayOrderId   Zuora__GatewayOrderId__c  
  GatewayResponse   Zuora__GatewayResponse__c  
  GatewayResponseCode   Zuora__
GatewayResponseCode__c
 
  GatewayState   Zuora__GatewayStatus__c  
  Id   Zuora__External_Id__c  
  InvoiceId   Zuora__Invoice__c

Holds a lookup reference to the Invoice object.

This field is populated only when a single payment is applied to a single invoice. 

  InvoiceNumber   Zuora__InvoiceNumber__c This field is populated only when a single payment is applied to a single invoice. 
  MarkedForSubmissionOn   Zuora__
MarkedForSubmissionOn__c
 
  PaymentMethod   Zuora__PaymentMethod__c  
  ReferenceId   Zuora__ReferenceId__c  
  RefundAmount   Zuora__RefundedAmount__c  
  SecondPaymentReferenceId   Zuora__
SecondPaymentReferenceId__c
 
  SettledOn   Zuora__SettledOn__c  
  SoftDescriptor   Zuora__SoftDescriptor__c  
  SoftDescriptorPhone   Zuora__SoftDescriptorPhone__c  
  Status   Zuora__Status__c  
  SubmittedOn   Zuora__SubmittedOn__c  
  TransferredToAccounting   Zuora__
TransferedToAccounting__c
 
  Type   Zuora__Type__c  
  UpdateById   Zuora__UpdatedById__c The username of the user identified by UpdatedById
  UpdatedDate   Zuora__UpdatedDate__c  

InvoicePayment : Zuora__PaymentInvoice__c

An Invoice Payment is a mechanism to tie a payment to an invoice and indicate how much of the payment to apply to the invoice. The Zuora__PaymentInvoice__c object has a master-detail relationship to the Payment object and a lookup relationship to the Invoice object.

Zuora Object Zuora Field Salesforce Object Salesforce Field Comments
InvoicePayment Zuora__PaymentInvoice__c
  Amount   Zuora__ ApplyAmount__c  
  Id   Zuora__ External_Id__c  
  InvoiceId   Zuora__ Invoice__c Holds a lookup reference to the Invoice object.
  PaymentId   Zuora__ Payment__c Holds a master/detail reference to the Payment object.
  RefundAmount   Zuora__ RefundAmount__c  
 

Refund : Zuora__Refund__c

The Refund object holds all of the information about each Refund processed in Zuora, including refund amount, refund type, refund date, refund number, and additional information about the refund. 

This object was added in Zuora 360 version 2.5. 

Zuora Object  Zuora Field Salesforce Object Salesforce Field  Comments
Refund Zuora__Refund__c
  AccountId   Zuora__BillingAccount__c Holds a master/detail reference to the Billing Account object.
  AccountingCode   Zuora__AccountingCode__c  
  Amount   Zuora__Amount__c  
  Comment   Zuora__Comment__c Use this optional field as a note.
  CreateById   Zuora__CreatedById__c The username of the user identified by CreatedById
  CreatedDate   Zuora__CreatedDate__c Date and Time when the refund is created.
  GatewayResponse   Zuora__
GatewayResponse__c
The message returned from the payment gateway for a given refund. This is gateway dependent.
  Id   Zuora__External_Id__c  
  MethodType   Zuora__
RefundMethodType__c
Refund Method type
  PaymentId   Zuora__Payment__c This contains the payment reference in the case where a refund is associated with one payment and invoice. 
  PaymentMethodId   Zuora__
PaymentMethod__c
A valid payment method ID, indicating the method being used to make the refund.
  ReasonCode   Zuora__
ReasonCodeName__c
The reason code specified in Zuora.
  ReferenceId   Zuora__ReferenceId__c The date of the refund. The date of this refund cannot be before the payment date.
  RefundDate   Zuora__RefundDate__c  
  RefundTransactionTime   Zuora__
RefundTransactionTime__c
The date and time when the refund was issued.
  SoftDescriptor   Zuora__SoftDescriptor__c  
  SoftDescriptorPhone   Zuora__
SoftDescriptorPhone__c
 
  SourceType   Zuora__SourceType__c Specifies whether the refund is a refund payment or a credit balance. The possible values are Payment and CreditBalance.
  Status   Zuora__Status__c  
  TransferredToAccounting   Zuora__
TransferedToAccounting__c
 
  Type   Zuora__Type__c  
  UpdateById   Zuora__UpdatedById__c The user name of the user identified by UpdatedById.
  UpdatedDate   Zuora__UpdatedDate__c  
 

RefundInvoicePayment : Zuora__RefundInvoicePayment__c

The Zuora__RefundInvoicePayment__c object represents the relationship object between Refund and InvoicePayment. A refund can be associated with multiple payments for invoices, and multiple refunds can be made for one payment for invoices. This relation is left empty for credit balance refunds. 

This object was added in Zuora 360 version 2.5. 

Zuora Object Zuora Field Salesforce Object Salesforce Field Comments
RefundInvoicePayment Zuora__RefundInvoicePayment__c
  InvoicePaymentId   Zuora__InvoicePayment__c The invoice payment reference.
  RefundId   Zuora__Refund__c The master detail relation to the Refund object.
  RefundAmount   Zuora__RefundAmount__c The amount of the refund that was applied to this invoice payment referenced in this object.

PaymentMethod : Zuora__PaymentMethod__c

The Zuora__PaymentMethod__c object was added in Zuora 360 version 2.5. 

Zuora Object Zuora Field  Salesforce Object Salesforce Field
PaymentMethod Zuora__PaymentMethod__c
  AccountId   Zuora__BillingAccount__c
  AchAbaCode   Zuora__AchAbaCode__c
  AchAccountName   Zuora__AchAccountName__c
  AchAccountNumberMask   Zuora__AchAccountNumberMask__c
  AchAccountType   Zuora__AchAccountType__c
  AchBankName   Zuora__AchBankName__c
  Active   Zuora__Active__c
  BankBranchCode   Zuora__BankBranchCode__c
  BankCheckDigit   Zuora__BankCheckDigit__c
  BankCity   Zuora__BankCity__c
  BankCode   Zuora__BankCode__c
  BankIdentificationNumber   Zuora__BankIdentificationNumber__c
  BankName   Zuora__BankName__c
  BankPostalCode   Zuora__BankPostalCode__c
  BankStreetName   Zuora__BankStreetName__c
  BankStreetNumber   Zuora__BankSteetNumber__c
  BankTransferAccountName   Zuora__BankTransferAccountName__c
  BankTransferAccountNumber   Zuora__BankTransferAccountNumber__c
  BankTransferAccountType   Zuora__BankTransferAccountType__c
  BankTransferType   Zuora__BankTransferType__c
  BusinessIdentificationCode   Zuora__BusinessIdentificationCode__c
  City   Zuora__City__c
  Country   Zuora__Country__c
  CreatedById   Zuora__CreatedBy__c
  CreatedDate   Zuora__CreatedDate__c
  CreditCardAddress1   Zuora__CreditCardAddress1__c
  CreditCardAddress2   Zuora__CreditCardAddress2__c
  CreditCardCity   Zuora__CreditCardCity__c
  CreditCardCountry   Zuora__CreditCardCountry__c
  CreditCardExpirationMonth   Zuora__ CreditCardExpirationMonth__c
  CreditCardExpirationYear   Zuora__CreditCardExpirationYear__c
  CreditCardHolderName   Zuora__CreditCardHolderName__c
  CreditCardMaskNumber   Zuora__CreditCardMaskNumber__c
  CreditCardPostalCode   Zuora__CreditCardPostalCode__c
  CreditCardState   Zuora__CreditCardState__c
  CreditCardType   Zuora__CreditCardType__c
  DeviceSessionId   Zuora__DeviceSessionId__c
  Default Payment Method   Zuora__DefaultPaymentMethod__c
  Email   Zuora__Email__c
  ExistingMandate   Zuora__ ExistingMandate__c
  FirstName   Zuora__FirstName__c
  IBAN   Zuora__IBAN__c
  IPAddress   Zuora__IPAddress__c
  LastFailedSaleTransactionDate   Zuora__LastFailedSaleTransactionDate__c
  LastName   Zuora__LastName__c
  LastTransactionDateTime   Zuora__LastTransactionDateTime__c
  LastTransactionStatus   Zuora__LastTransactionStatus__c
  MandateCreationDate   Zuora__MandateCreationDate__c
  MandateID   Zuora__MandateID__c
  MandateReceived   Zuora__MandateReceived__c
  MandateUpdateDate   Zuora__MandateUpdateDate__c
  MaxConsecutivePaymentFailures   Zuora__MaxConsecutivePaymentFailures__c
  Name   Zuora__Name__c
  NumConsecutiveFailures   Zuora__NumConsecutiveFailures__c
  PaymentMethodStatus   Zuora__PaymentMethodStatus__c
  PaymentRetryWindow   Zuora__PaymentRetryWindow__c
  PaypalBaid   Zuora__PaypalBaid__c
  PaypalEmail   Zuora__PaypalEmail__c
  PaypalPreapprovalKey   Zuora__PaypalPreapprovalKey__c
  PaypalType   Zuora__PaypalType__c
  Phone   Zuora__Phone__c
  PostalCode   Zuora__PostalCode__c
  SecondTokenId   Zuora__Second_Token_ID__c
  State   Zuora__State__c
  StreetName   Zuora__StreetName__c
  StreetNumber   Zuora__StreetNumber__c
  TokenId   Zuora__Token_ID__c
  TotalNumberOfErrorPayments   Zuora__TotalNumberOfErrorPayments__c
  TotalNumberOfProcessedPayments   Zuora__TotalNumberOfProcessedPayments__c
  Type   Zuora__Type__c
  UpdatedById   Zuora__UpdatedById__c
  UpdatedDate   Zuora__UpdatedDate__c
  UseDefaultRetryRule   Zuora__UseDefaultRetryRule__c