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Zuora Modules from February 11, 2022 to March 22, 2022

Zuora

Zuora Modules from February 11, 2022 to March 22, 2022

This article describes the features and services that come with Zuora's Modules and Global Support Plans.

Contact Zuora Sales if you are interested in purchasing additional features and services.

The "packaging and pricing" information provided below for Zuora's SaaS Service became effective February 11, 2022. For customers whose relationship with Zuora is governed by prior versions of our "packaging and pricing" information and/or other contract terms, please instead consult your applicable contract terms.

Modules

Zuora Central Platform

Functionality BRONZE SILVER GOLD

User Management

Create and edit user accounts and reset passwords.

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Single Sign-on (SSO)

The ability for users to login to Zuora with credentials maintained in the customer's central SAML-supported repository.

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2-Factor Authentication

The ability to enable your 2nd verification beyond username and password when logging into Zuora.

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Data Access Control

Customize and control what areas their users can access within Zuora.

Not available

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Notifications

Email and callout notifications to automate communications with customers.

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Attachments

Upload documents of supported formats to associate additional information with accounts.

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Configurable Fields

Define fields that are visible in the Zuora interface and available through the Zuora API.

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Custom Objects

Store unique subscription-related data in data objects.

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10 Custom Objects included;

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Workflow

Design and build workflows across Zuora and third-party applications using conditional logic, rules, and automated tasks.

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10 Workflows included;

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REST APIs, including support for legacy SOAP APIs

APIs for integration with external systems.

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Data Import Tools

Perform mass migration and updates of data.

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API Sandbox

Provide access to the Zuora API with a non-production environment.

1 API Sandbox included;

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3 API Sandboxes included;

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5 API Sandboxes included;

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Central Sandbox

Replicate your full production environment so you can test and deploy new functionality.

Not available

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1 Central Sandbox included;

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Pre-Built Reports

Set of standard reports covering Bookings, Billings, Cash and Revenue metrics.

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Custom Reports

The ability to dynamically edit pre-built reports or build customized reports.

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Schedule & Share Reports

Automatically schedule report runs and share them directly in Zuora or via email.

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Standard Analytics datasets

Utilize datasets as the data source to visualize metrics on dashboards, Standard datasets include the data tables for the top subscription metrics. 

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Customizable Analytics datasets

Utilize datasets as the data source to visualize metrics on dashboards, Customizable datasets include the ability to create data tables for custom data stored in Zuora.

Not available

25 datasets included;

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50 datasets included;

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Data Query

With Data Query, you can leverage the power of SQL to perform joins on accounts, subscriptions, orders, invoices, payments, usages, and more.

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Data Query Unlimited

Utilize SQL to perform joins on accounts, subscriptions, orders, invoices, payments, usages, and more.

Not available

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Audit Trail

Track a log of key system activities across financially impacting settings.

Not available

18 months

36 months

Multi-Entity Management

The ability to segment financial data and processes into a separate segment with a parent-child relationship to manage different geographies, currencies, product lines, etc. For more information, see Overview of Multi-entity.

Not available

Not available

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Bill Run Multithreading

Ability to parallel process bill runs. Each additional thread provides capacity for concurrent processing, enabling parallel bill runs.

None

Up to 2 threads

Up to 10 threads

Payment Run Multithreading

Ability to parallel process payment runs. Each additional thread provides capacity for concurrent processing, enabling parallel payment runs.

None

Up to 2 threads

Up to 10 threads

Global

Conduct business in available currencies.

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Premium SLAs

Access priority-level SLAs as specified in Zuora Support and Service Level Agreement (for Zuora Modules).

Not available

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Premium Support

Fast-track service during business hours with access to a Named Account Support Engineer.

Not available

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Premium Elite Support

The highest level of customer support and priority response for cases, priority-level SLAs with access to an assigned Technical Account Manager to personally manage your support cases.

Not available

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Zuora Global

Prerequisite: Zuora Central Billing

Functionality Description Limitations

Multi-Currency Support

Customize your offerings to define pricing and packaging for global customers in available currencies, manage all aspects of billing and payment processing.

 

Multiple Tax Connectors

Integration with multiple supported tax services.

 

Additional Payment Gateway

Add and configure additional payment gateways in your tenant.

 

International Financial Operations

Ability to take transactions and convert them from their transactional currency to a reporting currency. 

 

Home Currency

Convert foreign currencies into your home currency for financial reporting.

 

Zuora Central Billing

Prerequisite: Zuora Central Platform

Functionality Description Limitations

Subscription Pricing Catalog

A centralized repository to create one-time and recurring pricing models.

 

Currency

Price services in different currencies.

Limit 1 currency

Charge Types - Recurring & One Time Charges

Utilize one-time and recurring pricing models.

 

Multi-Action Order Management

Create orders with multiple actions in Zuora, for new subscriptions and subscription changes.

 

Ramp for Orders

Create a multi-year ramp deal natively.

 

Owner Transfers for Subscriptions

Manage complex subscription and billing relationships in a customer account. Set account owner and invoice owners at the subscription level.

 

Account Hierarchies

Manage customers that have parent-child accounts or multiple enterprise divisions.

 

Subscription Lifecycle Management

The ability to change subscriptions mid-stream, and for downstream processes such as billing, payment and revenue operations to automatically adjust based on those changes.

 

Invoice Settlement

Apply payments, credit memos, and refunds at the invoice level.

 

Taxation (Tax Connector or Z-Tax)

Out-of-box taxation engine for simple tax needs and self-maintenance of tax rate tables.

1 tax connector (or Zuora Tax Engine) included

Automated Bill Run

Group customers into multiple segments and automate billing/payments differently per group.

 

Credit/Debit Memos

Correct and adjust charge discrepancies on invoices and to manage the balance due on a particular invoice or account.

 

Payment to Invoice Item Settlement

Apply payments, credit memos, and refunds at the invoice item level.

 

Subscription Pre-built Reports

Calculate subscription metrics including MRR, ARR, and Recurring Revenue Changes (eg. expansion, contraction, churn, and new business).

 

Chart of Accounts Management

Create a chart of accounts structure in Zuora.

 

Accounting Close Capabilities

Lock and close accounting periods to prevent changes and improve auditability.

 

GL Segments Included

Allow customers to get summary journal entries segmented by configurable "general ledger segments". Segments can align to any structure, A/R journal entry, or by product, by subsidiary, by region, etc.

Up to 3 GL segments included

Deferred Revenue Reports

A package of capabilities to streamline the process of managing revenue recognition for basic subscription pricing models.

 

Journal Runs/Journal Entries

Auto-create journal entry objects from Zuora transactions such as account receivables, credit balance adjustment, and revenue.

 

Revenue Workbench

Manage undistributed revenue on subscription charges, and track the progress of the revenue schedule creation.

 

Statement Generator

Create statements to show subscribers any activity that has taken place on their account.

 

Automated Payment Run

Automatically pick up invoices for accounts with auto-pay enabled and charge them for the invoice amount.

 

Hosted Payment Pages (HPM) to capture Payment details with PCI Compliance

Allow subscribers to send payment details to your company in a secure, PCI-compliant manner.

 

Unapplied Payments

Record all payments in Zuora even if the information about customers or invoices is missing.

 

Payment Gateway

Pass authorization, payments, and settlement data securely to and from the merchant's website to the merchant's processor.

Up to 2 payment gateways can be integrated

AR Pre-built Reports

View your accounts receivable balance summary in a pre-built report.

 

Zuora Usage Billing

Prerequisite: Zuora Central Billing

Functionality Description Limitations

Consumption Charge Models

Access to usage-based charge models to support pass-through fees, peak consumption, and charges based on any attribute. The usage-based charge models are:

  • Flat Fee
  • Per Unit
  • Volume
  • Tiered
  • Overage
  • Tiered with Overage
  • Pre-Rated Pricing
  • High Water Mark Pricing
  • Multi-Attribute Pricing

 

Consumption-based Billing

  • Ingest usage events via API or import usage events via the UI.
  • Rate for usage events against Zuora's product rate plans to determine how much to charge a customer.

 

Complex Invoicing Rules

Split Invoicing and Invoice at Subscription Level. Bill separately from everything else on the billing account.

 

GL Segments Included

Allow customers to get summary journal entries from Zuora that are segmented by configurable "general ledger segments", where the segments can align to any structure. So for example, instead of getting just a simple A/R journal entry, get journal entries by product, by subsidiary, by region, etc.

Up to 15 GL segments included

Zuora CPQ

Prerequisite: Zuora Central Billing

Functionality Description Limitations

Quotes

Configurable, native force.com quoting capabilities for assisted sales across the subscription lifecycle.

 

Salesforce Connector

Synchronize Zuora and Salesforce data (products, accounts, subscriptions, invoices, payments, refunds, etc).

 

Zuora Developer Kit

A library of force.com components, classes, and APIs to manage all aspects of subscription commerce, billing, finance.

 

Guided Selling

Supports assisted sales scenarios for product catalogs with complex pricing and packaging.

 

Rules Engine

Fully configurable rules engine to automate quoting experience.

 

Bundling

Create complex edition bundles and offers directly in Salesforce.

 

Entitlements in Salesforce

View and modify the list of features for a product within a quote or subscription.

 

Ramps

Create a multi-year ramp deal natively.

 

Additional Zuora Billing Modules

Prerequisite: Zuora Central Billing

Functionality Description Limitations

Zuora Salesforce Connector 

(formerly known as 360)

Synchronize Zuora and Salesforce data (products, accounts, subscriptions, invoices, payments, refunds, etc).

 

Zuora Salesforce CPQ Connector

Integrate Salesforce CPQ Contracts and Salesforce CPQ Quotes with Zuora.

 

Zuora NetSuite Connector

NetSuite Connector integrates Zuora's subscription billing capabilities with NetSuite's ERP/Financials solution with bi-directional integration across every core application module to seamlessly combine the two applications. Includes one production and one sandbox license.

 

Zuora NetSuite Connector Add-On

Includes one additional connector for customers that require a second sandbox.

 

Configurable Summary Level GL Interface

Extract of Zuora data, pre-formatted for upload into general ledgers.

 

Account Management Portal

Enable end-subscribers to self serve their account and subscription needs via a configurable user interface.

 

Promo Codes

Leverage promotion codes and coupons like generating unique codes, enable code redemption, setting time limits and create custom fields.

 

Configurable Lockbox

Automate payment-to-invoice matching for checks received by lockbox banking providers.

 

Additional Payment Gateway

1 additional pre-built integration to another available payment gateway.

1 gateway integration per license

Zuora Collections

Prerequisite: Zuora Central Billing

Functionality Description Limitations

Payment Method Updater

Automatically incorporate changes made to a customer's payment method including the expiration date, new card number, account closure, and brand migration.

 

Chargeback Reconciliation

Verify an electronic payment and refund transaction processed in Zuora matches the transaction reported by the gateway.

 

Advanced Payment Manager

Associate different payment methods with multiple subscriptions under a single account.

 

Configurable Payment Retry (CPR)

Configure retry logic for failed electronic payments based on a customer's profile and several other characteristics of its failed payment.

 

Smart Retry

Inside CPR, use AI-driven retry schedules that leverage machine learning to adapt to all customers and automatically retry their failed payments at the optimal times.

 

Configurable Lockbox

Automate payment-to-invoice matching for checks received by lockbox banking providers.

 

Collections Window

Generate account statements, track account statuses, and document collection attempts visible to the entire collections team.

 

Collections Notes

Add notes, reminders, and files on collections to a customer account.

 

Zuora Central Revenue

Prerequisite: None

Functionality Description Limitations

Transaction/Contract Grouping

Group uploaded transaction lines into revenue contracts using grouping templates.

 

Performance Obligation (POB) Mapping

Group transaction lines within one revenue contract into performance obligations (POB) by ASC 606. 

 

Revenue Schedules

Distribute revenue into accounting periods and track when revenue is recognized.

 

Revenue Events

Create a Zuora-defined or user-defined event, resulting in a change to a revenue schedule.

 

Accounting Entries LT/ST, Netting

Perform Long Term / Short Term reclassification to reclassify the revenue to be recognized for the Contract Liability account.

 

Manual Journal Entries

Set up, upload and approval process for Manual Journal Entries before being transferred to the Book of Accounts.

 

Zuora Advanced Revenue

Prerequisite: Zuora Central Revenue

Functionality Description Limitations

POB Bundles

Split a single contract line into multiple lines with individual POBs or consolidated POBs.

 

SSP Allocations

Calculate, as defined by ASC 606 and IFRS 15, the standalone selling price (SSP) at which an entity sells a good or service separately to a customer.

 

Contract Modifications

Change price or scope to performance obligations (POBs) after the creation of a contract, or add or subtract existing POBs within a contract.

 

Variable Consideration

Automatically create VC estimates when a sales order line is collected. Alternatively, upload VC estimates or actuals to Zuora Revenue by using file upload.

 

SSP Formula

Define formulas and apply the formula to appropriate transaction lines to automatically determine SSP for your goods and services.

 

SSP Upload

If SSP is estimated outside Zuora Revenue, you can upload it as a spreadsheet to Zuora Revenue based on your defined SSP templates.

 

Additional Zuora Revenue Modules

Prerequisite: Zuora Central Revenue

Functionality Description Limitations

Cost Management

Automatically calculate costs, such as commissions, rebates, accruals, COGS
and other costs associated with generating revenue.

 

SSP Analyzer

Automatically calculate Standard Selling Price (SSP) by using historical transaction data for your goods and services.

 

Multi-Org Package

Configure multiple organizations and open and close the accounting period based on the organization.

Up to 20 orgs 

Revenue Sandbox

A testing environment with a copy of your production data.

 

Revenue Migration Sandbox

Migration environment for heavy performance testing, load testing, and data conversion or migration. It comes with a copy of your production data if available.

Available for terms of variable length, incl shorter than 1 year

Historical Data Read-Only Access

Access to historical Zuora Revenue data for audit purposes with read-only access.

 

Support and Services

Functionality BRONZE SILVER GOLD   Zuora Revenue

Standard Support

See below for additional details. Includes 24x7 Community, 24x7 service availability monitoring, Live 24x5 global support, designated customer support users, online ticket support, email support, and unlimited included incidents.

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SLA and Priority Queue

See below for additional details. Includes all Growth Support features, as well as phone support, standard Salesforce development support, priority queue, application uptime SLA, and support response times SLA.

N/A

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Advanced SFDC and Payment Gateway Support

See below for additional details. Includes all Growth Support and Enterprise Support features, as well as Advanced Salesforce Gateway support and Advanced Payment Gateway support.

N/A

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Zuora University Training

Access to on-demand courses covering the basics of Zuora products is included with all editions. Seats to Zuora University are available for purchase and include access to advanced training, live classes and workshops, certification exams, and a training sandbox.

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Support Items Zuora Central Platform Bronze Zuora Central Platform Silver Zuora Central Platform Gold   Zuora Revenue

Included Issues

Unlimited

Unlimited

Unlimited

 

Unlimited

24x7 Community

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24x7 Service Availability Monitoring

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Live 24x7 Global Support

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Designated Customer Support Users

5 users

20 users

Unlimited

 

Unlimited

Online Ticket Support

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Email Support

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Phone Support

N/A

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Standard Salesforce Development Support

N/A

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Priority Queue

N/A

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Application Uptime SLA

N/A

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Support Response Times SLA

N/A

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Advanced Salesforce Development Support

If Zuora determines it is likely an issue Customer reports to Zuora was caused by Salesforce's platform, Zuora will help Customer and Salesforce resolve the issue.

N/A

N/A

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N/A

Advanced Payment Gateway Support

If Zuora determines it is likely an issue Customer reports to Zuora was caused by Customer's chosen payment gateway(s), Zuora will help Customer and the payment gateway(s) resolve the issue.

N/A

N/A

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N/A

Usage of the Zuora Service

If Customer's use of the Service exceeds the usage limits in the applicable contracts or as described in this Knowledge Center article for any products provided, Customer must either purchase additional usage, if applicable, or move to the next level of the Service. If Customer does not choose either of the options, Customer shall be considered out of compliance with such Service.