Configure Flexera Connector

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Configure Flexera Connector

After installing the Flexera Connector app, you must use the following steps to set up the app:

  1. Configure custom fields for Flexera Connector
  2. Link Flexera and Zuora product catalogs
  3. Complete Flexera configuration details
  4. Configure notifications

Configure Custom Fields for Flexera Connector

Custom fields will be used in the configuration of notifications. Take the following steps to add the custom fields for Flexera Connector in your Zuora tenant:

  1. In your Zuora tenant, navigate to Settings > Billing > Manage Custom Fields
  2. Add custom fields for Flexera Connector. See Manage Custom Fields for information on how to create custom fields. Note that when creating a new custom field for Flexera Connector, do not select the Required and UI Read Only checkboxes. 
    1. Navigate to Account Fields > Account Custom Fields and Relationships (Non-Indexed) > add new field and add the following custom field:
      Field Type Field Label Picklist Values
      Picklist Flex Org Created

      No (default)

      Yes

    2. Navigate to Subscription Fields > Subscription Custom Fields and Relationships (Non-Indexed) > add new field and add the following custom field: 
      Field Type Field Label Length
      Text Flex Unique Id 255
    3. Navigate to Product Rate Plan Charge Fields > Product Rate Plan Charge Custom Fields and Relationships (Non-Indexed) > add new field and add the following custom Product Rate Plan Charge field: 
      Field Type Field Label Length
      Text Flex Product Link 255
    4. Navigate to Subscription Rate Plan Charge Fields > Subscription Rate Plan Charge Custom Fields and Relationships (Non-Indexed) > add new field and add the following custom Subscription Rate Plan Charge field: 
      Field Type Field Label Length
      Text Flex Activation Id 255

Link Flexera and Zuora product catalogs

Both Zuora and Flexera have a product catalog. The products in Flexera should be mapped to the product rate plan charges in Zuora.

To link the Flexera products to Zuora product rate plan charges:

  1. In Flexera, navigate to Products > Package Products to see all products. 
  2. Copy the Part Number of the desired product catalog to be linked. 
  3. In your Zuora tenant, navigate to your Product Catalog and select the corresponding Zuora product.
  4. Paste Part Number in the Flex Product Link custom field.
  5. If multiple products need to be linked, repeat the above steps for all listed Flexera products.

If you want to use this Felxera Connector with the Orders feature enabled in your Zuora tenant, additional support is required. Submit a ticket at Zuora Global Support for assistance.

Complete Flexera Configuration

Complete your Flexera account configuration. Ask Flexera Support for assistance or see Flexera Training for more information.

Configure Notifications

You must set up the necessary callouts in Zuora so as to trigger the changes to the entitlement in Flexera.

  1. Navigate to Settings > Billing > Setup Profiles, Notifications and Email Templates.
  2. Click add new notification. The Add New Notification dialog is then displayed.
  3. If you want to set up a notification for creating a new subscription, select New Subscription Created from the Related Event drop-down list.
    1. In the Name field, enter the name for the event. For example, New Subscription Created.
    2. Select the Active check box.
    3. Enter https://flexera-connector.apps.zuora...te_entitlement as a callout base URL in the Base URL field. 
    4. Select the Callout check box.
    5. Click add parameter and add the following parameters: 
      Parameter Name Parameter Value Required? Notes
      Email DataSource.SoldToContact.WorkEmail Yes This can be any email from the callout list. 
      SubscriptionName DataSource.Subscription.Name Yes  
      SubscriptionId DataSource.Subscription.Id Yes  
      AccountName DataSource.Account.Name Yes  
      AccountNumber DataSource.Account.AccountNumber Yes  
      FirsName DataSource.SoldToContact.FirstName No  
      LastName DataSource.SoldToContact.LastName No  
      Address1 DataSource.SoldToContact.Address1 No  
      Address2 DataSource.SoldToContact.Address2 No  
      PostalCode DataSource.SoldToContact.PostalCode No  
      FlexOrgCreated__c DataSource.Account.FlexOrgCreated__c No  
      City DataSource.SoldToContact.City No  
      State DataSource.SoldToContact.State No  
      Country DataSource.SoldToContact.Country No  
      Notes DataSource.Subscription.Notes No  
  4. If you want to set up a notification for updating or cancelling an existing subscription, select AmendmentProcessed from the Related Event drop-down list.
    1. In the Name field, enter the name for the event. For example, Add Product.
    2. Select the Active check box.
    3. Select the amendment type from the Amendment Type dropdown list.
      • Renewal - When a renewal amendment is created in Zuora, this callout will notify the Flexera Connector instance to update the entitlement line dates based on the new charge effective dates.
      • Cancellation - When a subscription is cancelled in Zuora, this callout will notify the Flexera Connector instance to update the entitlement line dates.
      • NewProduct - When a product is added to a subscription in Zuora, this callout will notify the Flexera Connector instance to add a new entitlement line.
      • RemoveProduct - When a subscription is cancelled in Zuora, this callout will notify the Flexera Connector instance to update the entitlement line end date based on the removal date.
      • UpdateProduct - When a product is updated in Zuora, this callout will notify the Flexera Connector instance to update the corresponding entitlement line.
    4. Select the Callout check box.
    5. Click add parameter and add the following parameters: 
      Parameter Name Parameter Value Required?
      AmendmentId DataSource.SubscriptionVersionAmendment.Id Yes
      SubscriptionName DataSource.Subscription.Name Yes
      SubscriptionId DataSource.Subscription.Id Yes
      FlexUniqueId__c DataSource.Subscription.FlexUniqueId__c Yes
    6. Enter the base URL for the callout in the Base URL field. The base URL varies depending on the event: 
  5. Select GET from the Http Method drop-down list.
  6. Select Retry and Username/Password check boxes.
  7. Enter your username for your Zuora tenant in the Username field.
  8. Enter the API Token displayed in the Settings tab of your Flexera Connector instance in the Password field.

 

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