Zuora 2024.Q4 release notes

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2024.Q4 release notes for Zuora Billing, CPQ, Payments, Platform, Revenue, and Zephr

Learn about new features, changes, fixes, and deprecations delivered in Zuora 2024.Q4 product release and subsequent release updates.

Zuora publishes release notes in advance of delivery to sandbox environments to allow additional time to review and test new and changed features before they are released to production environments. These release notes are subject to changes and additions after publishing. Customer-impacting changes delivered in minor or patch releases during the quarter are also added to the release notes, listed in order starting from the most recent release version at the top of each table. You can refer to the Updated column in the release note tables to identify changes or additions. For more information about Zuora releases, see Zuora releases explained.

Billing

New and changed features

Feature Description Updated

Feature	Description	Updated
Business Automation Dashboard	In Order Entry, the AI assistant can now: Handle discount information as follows: Analyze discount information in order forms Look up discount charges in the product catalog Reflect discount charges and net amount in the draft orders Extract payment terms from order forms. Previously, tenant's default payment terms was used Extract sold-to and bill-to contacts separately. Previously, sold-to contact was used for bill-to contact Extract the VAT number. Previously, no VAT number was extracted See AI Order Entry.
Invoicing and Tax	The Bill Run Advanced Filter is now generally available. Use this filter to bill your customers by selecting accounts, subscriptions, and charges based on custom filters. The advanced and custom filters allow you to create bill runs more granularly and flexibly. See Bill Run Advanced Filter.
Invoicing and Tax	You can now specify a reason code and comments for reversing invoices and credit memos. See Reverse invoices from the Zuora UI and Reverse credit memos.
Invoicing and Tax	You can now create, update, and delete items when editing draft standalone invoices, credit memos, and debit memos. See Add and delete invoice items of draft standalone invoices and Edit credit and debit memos.
Invoicing and Tax	You can now update the following fields through the “Update an invoice schedule” API operation, even though the `actualAmount` field has a negative value after retrieving an invoice schedule: You can update the `notes` and custom fields of the invoice schedule. You can update the `name` field of the schedule item when the schedule item is in `Pending` status. You can update the custom fields of the schedule item when the schedule item is in `Pending` or `Processed` status. See Update an invoice schedule.
Invoicing and Tax	We have enhanced the tax amount validation when the following settings are specified: Available to credit validation for credit memos billing setting is set to Header and Item-level. Tax Auto Calculation checkbox is selected. Even though the Header and Item-level billing setting is specified, the system now only validates the total tax amount instead of the tax amounts on individual tax items. Previously, the system validated both the total tax amount and tax amounts on individual tax items. See Enable preventing over-crediting.
Invoicing and Tax	We have added sold-to and bill-to contacts to debit memos. If you create an invoice with incorrect contacts, which results in wrong tax information, you can now create a debit memo from the invoice and correct the contacts on the debit memo through the REST API. In addition, the Debit Memo Sold To Contact object is now available in the Debit Memo data source in Data Source Export and Reporting. See Create a debit memo from an invoice and Debit Memo data source.	Changed: Oct 18, 2024
Invoicing and Tax	We have made the following two enhancements: If you do not specify a payment term when creating a customer account through API operation, the payment term is inherited from the default payment term in the Billing Settings > Payment Terms setting. Previously, the account payment term always used `Due Upon Receipt`, regardless of whether this payment term was activated or deactivated. If you specify a deactivated payment term when creating a customer account through API operation, the account creation fails, and you receive an error message. Previously, you could create a customer account with a deactivated payment term. See Billing and payment information for customer accounts.	Changed: Dec 10, 2024
Invoicing and Tax	Six new default templates have been added to the Template Library screen of the Summary Statement (Billing > Manage Billing Document Configuration > Manage Invoice, Credit/Debit Memo Templates > Add New HTML Template). These templates offer pre-designed options for users to customize and configure summary statements. See Configure Summary statements in HTML templates.
Invoicing and Tax	The `PdfFileRequest` object has been added to the Data Sources for Invoice, Credit Memo, and Debit Memo. See Invoice data source, Credit memo data source, and Debit memo data source. A new object, billingdocumentpdfgeneration, has been supported via Data Query, which analyzes the PDF generation status related to billing documents. See Data query. This enhancement also provides users with API access to the status of PDF generation, enabling them to easily check if a request is pending, in progress, or failed. See PDF generation status of Invoices, PDF generation status of Credit Memo, and PDF generation status of Dredit Memo.
Invoicing and Tax	The Statement Management APIs have been enhanced to support Summary Statement and Summary Statement Run, which were previously accessible only through the UI. The enhanced Statement Run APIs enable creating ad-hoc statement runs for single or multiple accounts, retrieving statement run details, and listing statements within a run, with the ability to download individual statement PDFs. Also, the new Statement Template APIs allow users to create, retrieve, and update summary statement templates for accounts.
Invoicing and Tax	A new field, city, is now available in the Mapping Formula section of the Create Tax Code screen (Setting > Billing > Setup Taxation Codes > Add new tax code). This field allows you to select the city name from the soldToContact object and is applicable only when using Multiple Tax Engines. See Tax engine mapping formula.
Invoicing and Tax	Zuora Billing has introduced a new REST API integration for the Direct Avalara Integration, streamlining AvaTax for Sales tax calculations. This enhancement replaces the outdated SOAP API, making the integration more reliable and aligned with Avalara’s latest API standards. If you are an existing customer, no action is needed as this update will be applied automatically without requiring any manual intervention Currently, this feature is in Early Adopter (EA) status. See Direct Avalara integration.
Invoicing and Tax	You can now select both Legacy Custom Fields and Advanced Custom Fields when creating a Connect Tax Engine in the Setup Tax Engine screen (Settings > Billing > Setup Tax Engine and Tax Date). The following objects and their custom fields are now available in the tax app templates: Account Contact (Contact supports legacy custom fields only) CreditMemo DebitMemo Invoice InvoiceItem (Invoice Item supports legacy custom fields only) ProductRatePlanCharge RatePlanCharge Subscription Previously, users could only select Legacy Custom Fields. See Setup Connect tax engine.
Orders and Subscriptions	The Omni-Channel Subscription feature is now available for early adopters. You can use API or Data Loader to create and import subscriptions from external systems, such as Apple App Store, Google Play Store, and Roku Store, and keep Zuora as the single source for your subscriptions from all channels. The imported subscriptions persist as the omnichannel subscriptions. You can perform the following operations on omnichannel subscriptions: Create, update, and delete omnichannel subscriptions through the "Omnichannel Subscriptions" API View and retrieve information on omnichannel subscriptions through the REST API, AQuA API, Data Query, Data Souce, subscription details page, and subscription list page To turn on this feature, submit a request to Zuora Global Support.	Changed: Oct 25, 2024
Orders and Subscriptions	We have added the following fields to the `termsAndConditions` field in the “Create an order” API operation: `scheduledCancelDate` `scheduledSuspendDate` `scheduledResumeDate` `clearingScheduledCancelDate` `clearingScheduledSuspendDate` `clearingScheduledResumeDate` You can now specify future dates for the `scheduledCancelDate`, `scheduledSuspendDate`, and `scheduledResumeDate` fields. When the dates arrive, the system automatically creates orders with corresponding order actions to cancel, suspend, and resume the subscription. Following the order, the system changes the subscription status and clears the specified scheduled dates. You can also use the `clearingScheduledCancelDate`, `clearingScheduledSuspendDate`, and `clearingScheduledResumeDate` fields to manually clear the specified scheduled dates. See Create an order.
Orders and Subscriptions	You can now enter an order date while reverting an order. Revert Order action is only available for the Single Version Subscription feature. See Revert orders.
Orders and Subscriptions	If the `originalListPrice`field is specified for the following charges through the “Create an order” or “Create an order asynchronously” API operations, you can now retrieve this field through the “List subscriptions by account key”, “Retrieve a subscription by key”, and “Retrieve a subscription by key and version” API operations. `oneTimeFlatFee` `oneTimePerUnit` `recurringFlatFee` `recurringPerUnit` `usageFlatFee` `usagePerUnit` See List subscriptions by account key, Retrieve a subscription by key, and Retrieve a subscription by key and version.
Orders and Subscriptions	A new API operation called "List subscription metrics by subscription numbers" is now available to list the gross MRR, net MRR, gross TCV, and net TCV metrics for your subscriptions. Additionally, the following operations now support listing the net TCV metric for your subscription: List subscriptions by account key Retrieve a subscription by key Retrieve a subscription by key and version See API Reference.
Orders and Subscriptions	The Delivery-based Billing feature now supports Zuora Billing customers applying percentage discounts to delivery pricing charges. Previously, only Order to Revenue customers could apply percentage discounts to delivery pricing charges. To support this enhancement, the Reflect Discount in Apply To Charge Net Amount checkbox was moved from the Revenue Accounting section to the Charge Amount section on the product page in the Zuora Billing UI. See Delivery-based Billing standard use case.
Orders and Subscriptions	Order to Revenue customers can now use Change Plan order actions.
Order to Revenue	We have enhanced the CCV metric for Order to Revenue customers. This new CCV metric is calculated by summing the billed amount of a charge and the preview amount for the unbilled portion of the charge. It improves the accuracy of CCV and solves the discrepancy between booking and billing amounts. See CCV calculation in Order to Revenue.
Order to Revenue	The following new standard reports are available in Reporting: Booking Report Booking VS Billing Variance Report See Standard reports.
Order to Revenue	A new user permission called Manage OTR settings is available in the Zuora Billing Standard User role. You must enable this permission for any user role that needs to configure the Revenue settings in Zuora Billing. If not enabled, the Revenue settings will be read-only, meaning that if you try to change and save them, an error will be returned. See Billing roles.
Order to Revenue	We have added the following fields to the Order Line Items page in the Zuora Billing UI. You can now configure the related revenue settings when you create or update an order line item through the UI. Revenue Recognition Timing Revenue Amortization Method See Create sales order line items.
Order to Revenue	We have enhanced the Data Migration function for the Order to Revenue feature. When you perform data migration, the revenue recognition events transactions are now also generated, in addition to booking transactions and billing transactions. See Perform data migration.
Order to Revenue	We have added a new field called `validityPeriodNumber` on the Booking Transactions object. See Booking Transaction object fields and Data Query.
Order to Revenue	The following Data Query templates are now available for you to validate the accuracy of the booking transactions and billing transactions generated in data migration: Booking Transaction Validation Billing Transaction Validation for Rate Plan Charge Billing Transaction Validation for OLI Billing Transaction Validation for Standalone Billing Document See Implementation guide.	Changed: Nov 15, 2024
Order to Revenue	For Order to Revenue customers and Billing - Revenue Integration customers, if both your Billing and Revenue tenants are migrated to OneID, the Revenue menu item will no longer be displayed in the left navigation menu of the Zuora Billing UI. You can use the OneID app switcher at the top left of your Billing tenant to navigate to your Revenue tenant. This UI change is only available in the sandbox environments.	Added: Nov 1, 2024 Changed: Dec 9, 2024
Usage and Rating	Unbilled Usage feature to support the Pre-Rated Pricing and High Water Mark Pricing charge models is now available for early adopters. See Unbilled Usage.
Usage and Rating	The Prepaid with Drawdown feature now supports applying percentage discounts to prepayment charges or drawdown charges. See Create prepayment subscription.
Usage and Rating	We have added a new billing rule setting called Should the stacked percentage discount ignore or follow discount class with the following options: The default Ignore discount class option maintains the current behavior of ignoring the discount class order when applying stacked discounts. The Follow discount class option switches the behavior to applying the stacked discounts in the discount class order and applying the stacked discount to the remaining amount after the previous discount class is processed. See Define billing rule and Discount class and stacked discounts.

Business Automation Dashboard

In Order Entry, the AI assistant can now:

Handle discount information as follows:
- Analyze discount information in order forms
- Look up discount charges in the product catalog
- Reflect discount charges and net amount in the draft orders

Extract payment terms from order forms. Previously, tenant's default payment terms was used
Extract sold-to and bill-to contacts separately. Previously, sold-to contact was used for bill-to contact
Extract the VAT number. Previously, no VAT number was extracted

See AI Order Entry.

Invoicing and Tax

The Bill Run Advanced Filter is now generally available. Use this filter to bill your customers by selecting accounts, subscriptions, and charges based on custom filters. The advanced and custom filters allow you to create bill runs more granularly and flexibly.

See Bill Run Advanced Filter.

Invoicing and Tax

You can now specify a reason code and comments for reversing invoices and credit memos.

See Reverse invoices from the Zuora UI and Reverse credit memos.

Invoicing and Tax

You can now create, update, and delete items when editing draft standalone invoices, credit memos, and debit memos.

See Add and delete invoice items of draft standalone invoices and Edit credit and debit memos.

Invoicing and Tax

You can now update the following fields through the “Update an invoice schedule” API operation, even though the actualAmount field has a negative value after retrieving an invoice schedule:

You can update the notes and custom fields of the invoice schedule.
You can update the name field of the schedule item when the schedule item is in Pending status.
You can update the custom fields of the schedule item when the schedule item is in Pending or Processed status.

See Update an invoice schedule.

Invoicing and Tax

We have enhanced the tax amount validation when the following settings are specified:

Available to credit validation for credit memos billing setting is set to Header and Item-level.
Tax Auto Calculation checkbox is selected.

Even though the Header and Item-level billing setting is specified, the system now only validates the total tax amount instead of the tax amounts on individual tax items. Previously, the system validated both the total tax amount and tax amounts on individual tax items.

See Enable preventing over-crediting.

Invoicing and Tax

We have added sold-to and bill-to contacts to debit memos. If you create an invoice with incorrect contacts, which results in wrong tax information, you can now create a debit memo from the invoice and correct the contacts on the debit memo through the REST API.

In addition, the Debit Memo Sold To Contact object is now available in the Debit Memo data source in Data Source Export and Reporting.

See Create a debit memo from an invoice and Debit Memo data source.

Changed: Oct 18, 2024

Invoicing and Tax

We have made the following two enhancements:

If you do not specify a payment term when creating a customer account through API operation, the payment term is inherited from the default payment term in the Billing Settings > Payment Terms setting. Previously, the account payment term always used Due Upon Receipt, regardless of whether this payment term was activated or deactivated.
If you specify a deactivated payment term when creating a customer account through API operation, the account creation fails, and you receive an error message. Previously, you could create a customer account with a deactivated payment term.

See Billing and payment information for customer accounts.

Changed: Dec 10, 2024

Invoicing and Tax

Six new default templates have been added to the Template Library screen of the Summary Statement (Billing > Manage Billing Document Configuration > Manage Invoice, Credit/Debit Memo Templates > Add New HTML Template). These templates offer pre-designed options for users to customize and configure summary statements.

See Configure Summary statements in HTML templates.

Invoicing and Tax

The PdfFileRequest object has been added to the Data Sources for Invoice, Credit Memo, and Debit Memo.
See Invoice data source, Credit memo data source, and Debit memo data source.
A new object, billingdocumentpdfgeneration, has been supported via Data Query, which analyzes the PDF generation status related to billing documents.
See Data query.
This enhancement also provides users with API access to the status of PDF generation, enabling them to easily check if a request is pending, in progress, or failed.
See PDF generation status of Invoices, PDF generation status of Credit Memo, and PDF generation status of Dredit Memo.

Invoicing and Tax

The Statement Management APIs have been enhanced to support Summary Statement and Summary Statement Run, which were previously accessible only through the UI. The enhanced Statement Run APIs enable creating ad-hoc statement runs for single or multiple accounts, retrieving statement run details, and listing statements within a run, with the ability to download individual statement PDFs.

Also, the new Statement Template APIs allow users to create, retrieve, and update summary statement templates for accounts.

Invoicing and Tax

A new field, city, is now available in the Mapping Formula section of the Create Tax Code screen (Setting > Billing > Setup Taxation Codes > Add new tax code). This field allows you to select the city name from the soldToContact object and is applicable only when using Multiple Tax Engines.

See Tax engine mapping formula.

Invoicing and Tax

Zuora Billing has introduced a new REST API integration for the Direct Avalara Integration, streamlining AvaTax for Sales tax calculations. This enhancement replaces the outdated SOAP API, making the integration more reliable and aligned with Avalara’s latest API standards. If you are an existing customer, no action is needed as this update will be applied automatically without requiring any manual intervention

Currently, this feature is in Early Adopter (EA) status.

See Direct Avalara integration.

Invoicing and Tax

You can now select both Legacy Custom Fields and Advanced Custom Fields when creating a Connect Tax Engine in the Setup Tax Engine screen (Settings > Billing > Setup Tax Engine and Tax Date). The following objects and their custom fields are now available in the tax app templates:

Account
Contact (Contact supports legacy custom fields only)
CreditMemo
DebitMemo
Invoice
InvoiceItem (Invoice Item supports legacy custom fields only)
ProductRatePlanCharge
RatePlanCharge
Subscription

Previously, users could only select Legacy Custom Fields.

See Setup Connect tax engine.

Orders and Subscriptions

The Omni-Channel Subscription feature is now available for early adopters.
You can use API or Data Loader to create and import subscriptions from external systems, such as Apple App Store, Google Play Store, and Roku Store, and keep Zuora as the single source for your subscriptions from all channels. The imported subscriptions persist as the omnichannel subscriptions. You can perform the following operations on omnichannel subscriptions:

Create, update, and delete omnichannel subscriptions through the "Omnichannel Subscriptions" API
View and retrieve information on omnichannel subscriptions through the REST API, AQuA API, Data Query, Data Souce, subscription details page, and subscription list page

To turn on this feature, submit a request to Zuora Global Support.

Changed: Oct 25, 2024

Orders and Subscriptions

We have added the following fields to the termsAndConditions field in the “Create an order” API operation:

scheduledCancelDate
scheduledSuspendDate
scheduledResumeDate
clearingScheduledCancelDate
clearingScheduledSuspendDate
clearingScheduledResumeDate

You can now specify future dates for the scheduledCancelDate, scheduledSuspendDate, and scheduledResumeDate fields. When the dates arrive, the system automatically creates orders with corresponding order actions to cancel, suspend, and resume the subscription. Following the order, the system changes the subscription status and clears the specified scheduled dates. You can also use the clearingScheduledCancelDate, clearingScheduledSuspendDate, and clearingScheduledResumeDate fields to manually clear the specified scheduled dates.

See Create an order.

Orders and Subscriptions

You can now enter an order date while reverting an order. Revert Order action is only available for the Single Version Subscription feature.

See Revert orders.

Orders and Subscriptions

If the originalListPricefield is specified for the following charges through the “Create an order” or “Create an order asynchronously” API operations, you can now retrieve this field through the “List subscriptions by account key”, “Retrieve a subscription by key”, and “Retrieve a subscription by key and version” API operations.

oneTimeFlatFee
oneTimePerUnit
recurringFlatFee
recurringPerUnit
usageFlatFee
usagePerUnit

See List subscriptions by account key, Retrieve a subscription by key, and Retrieve a subscription by key and version.

Orders and Subscriptions

A new API operation called "List subscription metrics by subscription numbers" is now available to list the gross MRR, net MRR, gross TCV, and net TCV metrics for your subscriptions.

Additionally, the following operations now support listing the net TCV metric for your subscription:

List subscriptions by account key
Retrieve a subscription by key
Retrieve a subscription by key and version

See API Reference.

Orders and Subscriptions

The Delivery-based Billing feature now supports Zuora Billing customers applying percentage discounts to delivery pricing charges. Previously, only Order to Revenue customers could apply percentage discounts to delivery pricing charges.

To support this enhancement, the Reflect Discount in Apply To Charge Net Amount checkbox was moved from the Revenue Accounting section to the Charge Amount section on the product page in the Zuora Billing UI.

See Delivery-based Billing standard use case.

Orders and Subscriptions

Order to Revenue customers can now use Change Plan order actions.

Order to Revenue

We have enhanced the CCV metric for Order to Revenue customers. This new CCV metric is calculated by summing the billed amount of a charge and the preview amount for the unbilled portion of the charge. It improves the accuracy of CCV and solves the discrepancy between booking and billing amounts.

See CCV calculation in Order to Revenue.

Order to Revenue

The following new standard reports are available in Reporting:

Booking Report
Booking VS Billing Variance Report

See Standard reports.

Order to Revenue

A new user permission called Manage OTR settings is available in the Zuora Billing Standard User role. You must enable this permission for any user role that needs to configure the Revenue settings in Zuora Billing. If not enabled, the Revenue settings will be read-only, meaning that if you try to change and save them, an error will be returned.

See Billing roles.

Order to Revenue

We have added the following fields to the Order Line Items page in the Zuora Billing UI. You can now configure the related revenue settings when you create or update an order line item through the UI.

Revenue Recognition Timing
Revenue Amortization Method

See Create sales order line items.

Order to Revenue

We have enhanced the Data Migration function for the Order to Revenue feature. When you perform data migration, the revenue recognition events transactions are now also generated, in addition to booking transactions and billing transactions.

See Perform data migration.

Order to Revenue

We have added a new field called validityPeriodNumber on the Booking Transactions object.

See Booking Transaction object fields and Data Query.

Order to Revenue

The following Data Query templates are now available for you to validate the accuracy of the booking transactions and billing transactions generated in data migration:

Booking Transaction Validation
Billing Transaction Validation for Rate Plan Charge
Billing Transaction Validation for OLI
Billing Transaction Validation for Standalone Billing Document

See Implementation guide.

Changed: Nov 15, 2024

Order to Revenue

For Order to Revenue customers and Billing - Revenue Integration customers, if both your Billing and Revenue tenants are migrated to OneID, the Revenue menu item will no longer be displayed in the left navigation menu of the Zuora Billing UI. You can use the OneID app switcher at the top left of your Billing tenant to navigate to your Revenue tenant.

This UI change is only available in the sandbox environments.

Added: Nov 1, 2024

Changed: Dec 9, 2024

Usage and Rating

Unbilled Usage feature to support the Pre-Rated Pricing and High Water Mark Pricing charge models is now available for early adopters.

See Unbilled Usage.

Usage and Rating

The Prepaid with Drawdown feature now supports applying percentage discounts to prepayment charges or drawdown charges.

See Create prepayment subscription.

Usage and Rating

We have added a new billing rule setting called Should the stacked percentage discount ignore or follow discount class with the following options:

The default Ignore discount class option maintains the current behavior of ignoring the discount class order when applying stacked discounts.
The Follow discount class option switches the behavior to applying the stacked discounts in the discount class order and applying the stacked discount to the remaining amount after the previous discount class is processed.

See Define billing rule and Discount class and stacked discounts.

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Deprecated features

Feature Deprecated capability Updated

Feature	Deprecated capability	Updated
Usage and Rating	The `overageRatedQuantity` and `overageRatedAmount` fields of the Validity Period Summary object in Data Query and in the following REST API operations are approaching end of support on February 01, 2025. List prepaid balance funds List validity period summaries Retrieve a prepaid balance fund Retrieve a validity period summary During the deprecation period through January 31, 2025, Zuora will no longer actively develop or enhance the functions related to the `overageRatedQuantity` and `overageRatedAmount` fields. Only critical, revenue-impacting defects with no workarounds or alternatives may be fixed at Zuora’s discretion. If you are using the fields, you should start planning for the required changes and begin the transition process to Unbilled Usage. For more information, see Product and feature end of support plan.	Added: Nov 29, 2024

Usage and Rating

The overageRatedQuantity and overageRatedAmount fields of the Validity Period Summary object in Data Query and in the following REST API operations are approaching end of support on February 01, 2025.

During the deprecation period through January 31, 2025, Zuora will no longer actively develop or enhance the functions related to the overageRatedQuantity and overageRatedAmount fields. Only critical, revenue-impacting defects with no workarounds or alternatives may be fixed at Zuora’s discretion. If you are using the fields, you should start planning for the required changes and begin the transition process to Unbilled Usage. For more information, see Product and feature end of support plan.

Added: Nov 29, 2024

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Billing 2024.Q4 fixes

There are currently no fixed issues reported for Billing in 2024.Q4.

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CPQ

Zuora release 2024.Q4 corresponds with Quotes 10.35, 10.35.1, and 10.36.1.

Quotes version 10.36 was skipped due to a packaging issue. The most recent release, which includes all the planned features and resolutions for 10.36, will now be designated as version 10.36.1.

New and changed features

Feature	Description	Updated
CPQ X	We have introduced the collapse/expanded feature for all fieldsets in the Quote and subscription panels in Quote Studio supported in both MSQ and Single Quoting. By default all file groups are set to expanded. You can modify the default behavior from Quote Studio settings and apply the settings to any specific profile using the Apply to Specific Profiles toggle. If no profile is selected, the settings will be applied to all users. For more information, see Component Layout Config.	10.36.1 Added, Dec 20, 2024
CPQ X	We have introduced two events in the extensibility framework: opensidebarcomponent and closesidebar. You can use these events to open and close the sidebar component, respectively. For more information, see Customize Quote Studio sidebar with Extensibility Framework.	10.36.1 Added, Dec 20, 2024
CPQ X	We have introduced the event changesidebarwidth in the extensibility framework to configure the sidebar width using Custom Code. For more information, see Customize Quote Studio sidebar with Extensibility Framework.	10.36.1 Added, Dec 20, 2024
CPQ X	The lookup filter plugin now allows you to display three fields of the lookup record as options for a lookup field in Quote Studio. Once you select a value, hovering over the lookup field displays all three field values of the selected lookup record. For more information, see Lookup Filter Plugin.	10.36.1 Added, Dec 20, 2024
CPQ X	We have introduced a new setting in the admin config, Display Rule Name in Rule Messages. When this setting is turned off, the rules engine information popup modal hides the rule name while displaying rule messages.	10.36.1 Added, Dec 20, 2024
CPQ X	The formula fields now contain the updated value in the Rules Engine context and in the Custom Action Plugin for Account, Opportunity, Quote, and Quote Rate Plan Charge Object.	10.36.1 Added, Dec 20, 2024
CPQ X	We have enhanced the perform method of the custom action plugin for Zuora rules to allow developers to access ramp intervals set up on quotes. The masterObject parameter passed to the perform method now makes the ramp intervals accessible using an object named RampIntervals. This allows developers to interact with ramp intervals during the execution of the custom action. For information on fields that you can set on the RampIntervals object and example, see Custom Action Plugin.	10.36.1 Added, Dec 20, 2024
CPQ X	We have enhanced the custom action plugin for Zuora rules to allow developers to access the currently selected ramp interval. We have added a new boolean field, IsActive, to the RampIntervals object. IsActive is true for active ramp interval and false for all other intervals. For an example, see Custom Action Plugin.	10.36.1 Added, Dec 20, 2024
CPQ X and CPQ 9	We have introduced a new setting, Allow Send To Zuora of Amend/Renew Quote even if Base Subscription Version has changed, for Orders in Advanced Quote Config that allows you to send Quotes to Zuora without validation errors when the Base Subscription changes. For more information, see Advanced Quoting Configuration Settings.	10.36.1 Added, Dec 20, 2024
CPQ X and CPQ 9	We now support APAC Data Center REST and SOAP URLs for Connection Settings. This enhancement ensures seamless integration for users in the APAC region.	10.36.1 Added, Dec 20, 2024
CPQ X and CPQ 9	We have added SOAP and REST URLs for the Sandbox and Production environments in the APAC region.	10.36.1 Added, Dec 20, 2024
CPQ X	Using the custom label, you can now translate the Save and Submit buttons to different languages. The Save button label is BUTTON_SAVE. The Submit button label is BUTTON_CREATE_SUBSCRIPTION.	10.35.1 Added: Dec 11, 2024
CPQ X	You can now filter the rules using the extensibility framework and execute those specific rules. Previously, all the active rules in the system were executed irrespective of the triggering condition.	10.35.1 Added: Nov 27, 2024
CPQ X	We have enhanced the field selection modal for logical filters in quick filter logic. You can now select user and role objects for the filter conditions.
CPQ X	Quick filter logic now supports the Not One Of operator for text type fields in the Filter Logic section. This operator filters out the comma-separated values entered in the value or field input box.

Feature

Description

Updated

CPQ X

We have introduced the collapse/expanded feature for all fieldsets in the Quote and subscription panels in Quote Studio supported in both MSQ and Single Quoting. By default all file groups are set to expanded. You can modify the default behavior from Quote Studio settings and apply the settings to any specific profile using the Apply to Specific Profiles toggle. If no profile is selected, the settings will be applied to all users.

For more information, see Component Layout Config.

10.36.1

Added, Dec 20, 2024

CPQ X

We have introduced two events in the extensibility framework: opensidebarcomponent and closesidebar. You can use these events to open and close the sidebar component, respectively.

For more information, see Customize Quote Studio sidebar with Extensibility Framework.

10.36.1

Added, Dec 20, 2024

CPQ X

We have introduced the event changesidebarwidth in the extensibility framework to configure the sidebar width using Custom Code.

For more information, see Customize Quote Studio sidebar with Extensibility Framework.

10.36.1

Added, Dec 20, 2024

CPQ X

The lookup filter plugin now allows you to display three fields of the lookup record as options for a lookup field in Quote Studio. Once you select a value, hovering over the lookup field displays all three field values of the selected lookup record. For more information, see Lookup Filter Plugin.

10.36.1

Added, Dec 20, 2024

CPQ X

We have introduced a new setting in the admin config, Display Rule Name in Rule Messages. When this setting is turned off, the rules engine information popup modal hides the rule name while displaying rule messages.

10.36.1

Added, Dec 20, 2024

CPQ X

The formula fields now contain the updated value in the Rules Engine context and in the Custom Action Plugin for Account, Opportunity, Quote, and Quote Rate Plan Charge Object.

10.36.1

Added, Dec 20, 2024

CPQ X

We have enhanced the perform method of the custom action plugin for Zuora rules to allow developers to access ramp intervals set up on quotes.

The masterObject parameter passed to the perform method now makes the ramp intervals accessible using an object named RampIntervals. This allows developers to interact with ramp intervals during the execution of the custom action.

For information on fields that you can set on the RampIntervals object and example, see Custom Action Plugin.

10.36.1

Added, Dec 20, 2024

CPQ X

We have enhanced the custom action plugin for Zuora rules to allow developers to access the currently selected ramp interval.

We have added a new boolean field, IsActive, to the RampIntervals object.
IsActive is true for active ramp interval and false for all other intervals.

For an example, see Custom Action Plugin.

10.36.1

Added, Dec 20, 2024

CPQ X and CPQ 9

We have introduced a new setting, Allow Send To Zuora of Amend/Renew Quote even if Base Subscription Version has changed, for Orders in Advanced Quote Config that allows you to send Quotes to Zuora without validation errors when the Base Subscription changes. For more information, see Advanced Quoting Configuration Settings.

10.36.1

Added, Dec 20, 2024

CPQ X and CPQ 9

We now support APAC Data Center REST and SOAP URLs for Connection Settings. This enhancement ensures seamless integration for users in the APAC region.

10.36.1

Added, Dec 20, 2024

CPQ X and CPQ 9

We have added SOAP and REST URLs for the Sandbox and Production environments in the APAC region.

10.36.1

Added, Dec 20, 2024

CPQ X

Using the custom label, you can now translate the Save and Submit buttons to different languages.

The Save button label is BUTTON_SAVE.
The Submit button label is BUTTON_CREATE_SUBSCRIPTION.

10.35.1

Added: Dec 11, 2024

CPQ X

You can now filter the rules using the extensibility framework and execute those specific rules. Previously, all the active rules in the system were executed irrespective of the triggering condition.

10.35.1

Added: Nov 27, 2024

CPQ X

We have enhanced the field selection modal for logical filters in quick filter logic. You can now select user and role objects for the filter conditions.

CPQ X

Quick filter logic now supports the Not One Of operator for text type fields in the Filter Logic section. This operator filters out the comma-separated values entered in the value or field input box.

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CPQ 2024.Q4 fixes

For the list of resolved issues, see CPQ 2024.Q4 fixed issues in the Support Center. Additional logon information may be required to access the Zendesk portal.

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Payments

New and changed features

Feature	Description	Updated
Payments	The UPC Token Gateway integration now supports the Asynchronous Payment Statuses feature. The Pending payment status indicates that transactions are awaiting settlement confirmation. To enable this feature on UPC integrations, specify `isSupportAsyncPayment` as `true` when defining or updating your custom payment method types, along with meeting other requirements for enabling the Asynchronous Payment Statuses feature. See Electronic payment processing, Set up custom payment gateways and payment methods, and Custom payment method types API Reference.	Hotfix: Dec 12, 2024 SBX
Payments	The Asynchronous Payment Statuses feature is now generally available to all Zuora customers. See Electronic payment processing.	Hotfix: Dec 12, 2024 SBX
Payments	The UPC Token Gateway integration now supports sending Level 2 and Level 3 card data. You no longer need to perform multiple queries to retrieve this data to formulate your payment requests. See Set up a custom payment gateway and Level 2 and Level 3 data processing on the custom payment gateway integration.	Hotfix: Dec 12, 2024 SBX
Payments	The Vantiv (now Worldpay) payment gateway integration now supports submitting the `processingType=initialRecurring` indicator to the gateway when processing a payment without a network transaction ID on the payment method. See Overview of Vantiv payment gateway integration.	Hotfix: Dec 12, 2024 SBX
Payments	The Payment Form feature is now available for Pre-Authorized Debit (PAD) payment methods on the following payment gateway integrations: GoCardless Stripe v2 See Payment Form overview.	2024.Q4.0.2
Payments	When implementing Google Pay or Apple Pay using the following methods, the `accountId` field is now optional for the server-side API operation: Payment Form Zuora JavaScript SDK See Create a payment session.	2024.Q4.0.2
Payments	When implementing a Payment Page 2.0 to add ACH payment methods in Zuora through the Plaid Auth flow, you can now use CSS to customize the appearance of the window that displays the Plaid Link UI. See Configure Bank Transfer type Payment Pages 2.0.	Hotfix: Dec 4, 2024 SBX
Payments	The Sony Payment Services payment gateway integration now supports an expanded 64-character limit for the following fields: Merchant Password Member Password See Set up and configure a Sony Payment Services Gateway instance.	Hotfix: Dec 4, 2024 SBX
Payments	The Braintree v2.0 gateway integration in Zuora now supports the Real-Time Reconciliation feature. With this feature enabled, the gateway submits notifications to Zuora and the corresponding records in Zuora are automatically updated in real time. See Real-Time Reconciliation events for Braintree v2.0 and Configure Real-Time Reconciliation.	2024.Q4.0.1 Added: Nov 22, 2024
Payments	A new payment gateway integration, Fat Zebra, is now available in Zuora. It integrates with the Fat Zebra payments API and currently supports card transactions. See Fat Zebra payment gateway.	2024.Q4.0.1
Payments	The PayPal Commerce Platform gateway integration in Zuora now supports the Real-Time Reconciliation feature for payment and refund settlement events. With this feature enabled, the gateway submits notifications to Zuora and the corresponding records in Zuora are automatically updated in real time. See Real-Time Reconciliation events for PayPal Commerce Platform and Configure Real-Time Reconciliation.	2024.Q4.0.1
Finance	Fx data and AR transactions objects/records are soft deleted, enabling you to retain deleted records within the Zuora system for reporting. See Fx Data in data source and AR Transaction Data Source.
Payments	You can now update the payment retry rule specific to a payment method by using the following fields in the "Update a payment method" API operation: maxConsecutivePaymentFailures paymentRetryWindow useDefaultRetryRule See Update a payment method.
Payments	The Bank Identification Number (BIN) information for card payment methods is now saved when creating the card in Zuora. BIN details for existing cards if available are also saved. You can retrieve the BIN details by using any of the following methods: Zuora UI The "Retrieve a payment method" API operation Data Query When creating a card payment method through Payment Pages 2.0, you can use a new `cardBinInfo` event handler to capture detailed BIN information. See Retrieve BIN information for card payment methods and Integrate Payment Pages 2.0.
Payments	The Payment Form feature is now available for Credit Card payment methods on the following payment gateway integrations: Checkout.com Worldpay See Payment Form overview.
Payments	On the Payments setting page, the label of the Payment Form setting has been renamed from Dynamic Hosted Payment Form to Payment Form. See Configure payment forms.
Payments	You can now enable Payment Form through a self-service configuration. Previously, you had to submit a request at Zuora Global Support. See Configure payment forms.
Payments	When implementing a Google Pay™ button through the Zuora JavaScript SDK, the merchant name is required by Google Pay to render the button. You can now configure the merchant name by using either of the following approaches: Specify the `merchantName` configuration parameter in your client-side code. Enable the Payment Link feature and configure the Public Business Information setting. See Set up Google Pay with Zuora JavaScript SDK.
Payments	The payment schedule items with a canceled status are now soft deleted, enabling you to retain them within the Zuora system for later use. The deleted payment schedule/payment schedule items will not be available through the Payment Schedules API. If you require access to soft deleted payment schedules and PSIs, you can utilize data sources to export this information.
Payments	Payment Profiles for subscribers are now available that allow you to associate payment methods and gateways with specific subscriptions. The Orders API now accepts additional parameters in the request body, allowing customers to populate subscription-level payment methods and payment gateways in large volume with API calls at subscription creation and thereafter.
Payments	Zuora now supports the ability to apply credit card surcharges to help merchants pass on payment processing fees to end customers, offering greater flexibility in managing processing fees. Support for payment surcharges is currently in the early adopter phase and in limited availability. This capability is available for customers on Invoice settlement.
Payments	The Chase Paymentech Orbital Gateway integration has been enhanced to include the surcharge information in Level 2 and Level 3 card data. If the Surcharge feature is enabled, a Level 3 line item for the surcharge is added to the line item array in the request to the gateway. If the surcharge tax is applied, the tax amount in Level 2 data includes the surcharge tax. See Level 2 and Level 3 data mapping for Chase Orbital gateway.
Payments	Now, the `CreditMemoPart` and `CreditMemoPartItem` records are soft deleted when the amount in the record is 0, enabling you to retain them within the Zuora system for later use. Previously, the `CreditMemoPart` and `CreditMemoPartItem` records were hard deleted, and the users could not use the data for the sync-up process as they did not exist in the Zuora system.

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Payments 2024.Q4 fixes

For the list of resolved issues, see Payments 2024.Q4 fixed issues in the Support Center. Additional logon information may be required to access the Zendesk portal.

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Platform

New and changed features

Feature Description Updated

Feature	Description	Updated
Custom Fields	When deleting legacy custom fields via Object Manager, the Edit and Delete icons of the deleted fields are now inactive to enhance the user experience. Previously, these icons remained active even after the fields were deleted.	2024.Q4.0.2 Added: Dec 5, 2024
Integration Hub	The Billing connector for Netsuite GL now includes a new mapping for the `Account.VATID` (Tax Reg. Number) field. This update allows you to synchronize the VAT ID between Zuora and NetSuite, improving the accuracy of tax-related data. You must ensure the correctness of the VATID field in Zuora before syncing, as once the field is updated to null from a non-null value, it cannot be updated due to NetSuite API limitations. This feature is available exclusively for invoice settlement customers. To enable this feature, submit a request to Zuora Global Support. See Sync VATID with NetSuite.	2024.Q4.0.1
API concurrency limit	We have introduced the following response headers to the v1 API operations that contain `/v1` in the endpoint: `Concurrency-Limit-Type`: the type of concurrency limit, which can be either default or high-volume transactions. This type is preset at the API operation level. `Concurrency-Limit-Limit`: the total number of permitted concurrent requests. `Concurrency-Limit-Remaining`: the remaining number of permitted concurrent requests. This enhancement provides developers with visibility into the total and remaining concurrency limits, thereby reducing the API failure rate associated with reaching these limits. See Concurrent request limits.	Added: Nov 8, 2024
API concurrency limit	We have introduced the following changes to the definitions of concurrency limit types: Renamed the Total type to Default. Renamed the Custom type to High-volume transactions. Deprecated the Big Data and Big Process types. These types are now consolidated into the Default type. These enhancements simplify our concurrency limit definitions and facilitate a clearer understanding of our API limits policy. See Concurrent request limits.
API versioning	The API Versioning administration setting is now available to all entities if you have the Multi-entity feature enabled. Administrators now have flexibility to configure, test, and run API versions at the entity level. Previously, this setting was only available to global entities. See Multi-entity.	Added: Nov 1, 2024
Data Loader	We have added the following object templates to the Data Loader: Bill Run with Batches Bill Run with Filters Import Journal Run Import Omni Subscription Import Taxation Items Import/Update Payment Profile Payments Unapply Update Payments Update Product Rate Plan Charge Tier Update Revenue Accounting Code	Added: Nov 1, 2024
Data Query	We have added a new alert message to the Data Query UI to inform users that the UI displays only the first 10,000 results. Previously, results were limited to 10,000, but it was not clear whether all results were being displayed in the user interface. The message displays: "Showing the first 10,000 records out of XXXX total records. For the complete dataset, please use the download option." This message appears only when the total output record count exceeds 10,000.
Events and Notifications	We have introduced the following enhancements to the Events and Notifications feature in the Zuora UI: Unified entry point: All event and notification settings, including notification definitions, custom events, communication profiles, email templates, callout templates and settings, are now accessible from a single entry point in the left navigation menu. Previously, these were spread across various Settings pages in different product areas. Improved notification list view: The revamped list view now displays notification definitions across all communication profiles and product areas. It supports search, filtering, sorting, and bulk actions such as activation, inactivation, and deletion. Streamlined creation process: The new process for creating notification definitions allows you to configure related custom events, event condition filters, communication profiles, and email and callout templates in a step-by-step creation flow. Multiple callout templates support: You can now process multiple callout templates within a single notification definition. See Events and Notifications.
Events and Notifications	The SFDC CPQ Connector Sync Failure event is now available for the Integration Hub System Health dashboard. You can now configure email or callout notifications based on this event to monitor data synchronization between Salesforce CPQ and Zuora. The notifications will be triggered when a data sync failure occurs within a specified time range. See Standard events for Zuora Central Platform.
Events and Notifications	To align with the latest concurrent request limit policy, we have removed the following unsupported values from the API Concurrency Type parameter of the System Health API Concurrency event: BigData BigProcess Existing notifications with these settings will no longer be triggered. See Concurrent request limits.
Events and Notifications	We have made the following enhancements to the account detail page to improve usability when managing notifications for individual accounts: Resend notifications: You can now resend notifications directly from the account detail page. Communication profile status: You can now easily identify whether the associated communication profile of an account is enabled, providing better visibility into account settings. See View notification information of customer accounts.
Integration Hub	The Billing Connector for Salesforce CPQ is now available for early adopters. This connector integrates Salesforce CPQ with Zuora, streamlining sales-to-billing-to-revenue workflows by synchronizing Accounts, Orders, Subscriptions, Contracts, and Quotes with Zuora objects. In addition to the existing connector configuration fields, you can now customize field mappings for the following new fields: Subscription_term_in_days: Allows the connector to set all subscription terms in days for Zuora. This feature can be utilized for incomplete months as subscription terms in Zuora and is applicable only when ‘sfdc_use_list_price_base’ is not in use. Trigger_dates_on_order: Facilitates synchronization of all three key subscription trigger dates (Contract Effective Date, Customer Acceptance Date, Service Activation Date). This feature can be enabled directly from Integration Hub > Zuora Connectors. See Billing Connector for Salesforce CPQ.
Integration Hub	The Appstore Connector is now available for early adopters. You can sync in-app subscription purchases made by your subscribers in the Apple App Store, Google Play Store, or Roku Pay to Zuora, making Zuora your single source of truth for subscription data across all channels and supporting omni-channel subscription management. The Appstore Connector synchronizes subscription statuses (such as active, canceled, or expired) from external platforms to Zuora, ensuring accurate subscription management, billing, and reporting. The Appstore Connector can perform the following: Synchronize subscription states between external platforms and Zuora while mapping key subscription data fields to Zuora’s API Provide self-service setup and support no-code customization using Zuora Workflows Enable real-time processing for high-scale businesses Supported platforms include the Apple App Store and Google Play Store. To enable this feature, submit a request to Zuora Global Support.
Zuora Connectors for Data Warehouses	You can now self-serve and provision your Data Warehousing connectors directly via the Integration Hub UI. This feature is available for the 14 new data warehousing connectors launched as EA this year. You can configure your connectors by selecting the required connector type, authentication method, and objects to sync. You can also monitor the connector onboarding status and view transfer details such as the last successful transfer time, the next scheduled transfer, and the number of rows transferred. See Available Connectors.
Zuora Connectors for Data Warehouses	We now support the following objects for Zuora Data Connectors for Data Warehouses: ARTransaction ChargeMetrics FXData (to support reporting and home currency conversions)
Zuora Connectors for Workday Financials	The Zuora Connector for Workday Financials is now available for early adopters. With this connector you can automate the posting of journals from both Zuora Billing and Zuora Revenue to your Workday Financials general ledger eliminating the need to build a custom integration. To join this early adopter program, submit a request at Zuora Global Support..
Zuora Developer Sandbox	Going forward, Zuora will enforce the Developer Sandbox record storage limit of 250000 records. Once the limit is reached, you can no longer add additional records to your sandbox, and you see a popup displaying the message: "You have reached the maximum limit of records in Developer Sandbox". See Limits policy for API Sandbox and Developer Sandbox environments.
Zuora SDK	The Zuora client libraries (also known as SDK) version 3.x are now available to early adopters. This version integrates both the v1 API (including the Object Query API) and Quickstart API into a unified set of libraries, providing comprehensive support for Zuora’s full range of API capabilities. It offers reduced complexity, faster development, and enhanced flexibility and scalability for you to integrate with Zuora. We provide the client libraries for the following programming languages: Java Node.js Python Note that the Java library is fully compatible with the previous 2.x version that was built on the Quickstart API, ensuring a seamless upgrade process. See Zuora client libraries, Get started, and Tutorials.	Changed: Oct 10, 2024
Zuora Secure Data Share for Snowflake	You can now self-serve and provision your Zuora Secure Data Share for Snowflake connector directly via the Integration Hub UI. Using this feature, you can set up Secure Sharing by providing details such as the Snowflake account locator, region, and edition.
Zuora Secure Data Share for Snowflake	We now support the following objects for Zuora Secure Data Share for Snowflake: InvoiceHistory BillingPreviewRunResult
Zuora Warehouse	The `warehouse_metering_history` table is no longer supported in Zuora Warehouse, and the logic for adding it during Zuora Warehouse provisioning has been removed.
Zuora Warehouse	The Data Query history page now has a new Compute Credit column displayed next to the Processing Time column. This column shows the credits consumed by Zuora Warehouse per query, calculated based on the query’s processing time and warehouse size. This information is available only for Zuora Warehouse queries and is included in the downloaded query output files.

Custom Fields

When deleting legacy custom fields via Object Manager, the Edit and Delete icons of the deleted fields are now inactive to enhance the user experience. Previously, these icons remained active even after the fields were deleted.

2024.Q4.0.2

Added: Dec 5, 2024

Integration Hub

The Billing connector for Netsuite GL now includes a new mapping for the Account.VATID (Tax Reg. Number) field. This update allows you to synchronize the VAT ID between Zuora and NetSuite, improving the accuracy of tax-related data. You must ensure the correctness of the VATID field in Zuora before syncing, as once the field is updated to null from a non-null value, it cannot be updated due to NetSuite API limitations.

This feature is available exclusively for invoice settlement customers. To enable this feature, submit a request to Zuora Global Support.

See Sync VATID with NetSuite.

2024.Q4.0.1

API concurrency limit

We have introduced the following response headers to the v1 API operations that contain /v1 in the endpoint:

Concurrency-Limit-Type: the type of concurrency limit, which can be either default or high-volume transactions. This type is preset at the API operation level.
Concurrency-Limit-Limit: the total number of permitted concurrent requests.
Concurrency-Limit-Remaining: the remaining number of permitted concurrent requests.

This enhancement provides developers with visibility into the total and remaining concurrency limits, thereby reducing the API failure rate associated with reaching these limits.

See Concurrent request limits.

Added: Nov 8, 2024

API concurrency limit

We have introduced the following changes to the definitions of concurrency limit types:

Renamed the Total type to Default.
Renamed the Custom type to High-volume transactions.
Deprecated the Big Data and Big Process types. These types are now consolidated into the Default type.

These enhancements simplify our concurrency limit definitions and facilitate a clearer understanding of our API limits policy.

See Concurrent request limits.

API versioning

The API Versioning administration setting is now available to all entities if you have the Multi-entity feature enabled. Administrators now have flexibility to configure, test, and run API versions at the entity level.

Previously, this setting was only available to global entities. See Multi-entity.

Added: Nov 1, 2024

Data Loader

We have added the following object templates to the Data Loader:

Bill Run with Batches
Bill Run with Filters
Import Journal Run
Import Omni Subscription
Import Taxation Items
Import/Update Payment Profile
Payments Unapply
Update Payments
Update Product Rate Plan Charge Tier
Update Revenue Accounting Code

Added: Nov 1, 2024

Data Query

We have added a new alert message to the Data Query UI to inform users that the UI displays only the first 10,000 results. Previously, results were limited to 10,000, but it was not clear whether all results were being displayed in the user interface. The message displays: "Showing the first 10,000 records out of XXXX total records. For the complete dataset, please use the download option."

This message appears only when the total output record count exceeds 10,000.

Events and Notifications

We have introduced the following enhancements to the Events and Notifications feature in the Zuora UI:

Unified entry point: All event and notification settings, including notification definitions, custom events, communication profiles, email templates, callout templates and settings, are now accessible from a single entry point in the left navigation menu. Previously, these were spread across various Settings pages in different product areas.
Improved notification list view: The revamped list view now displays notification definitions across all communication profiles and product areas. It supports search, filtering, sorting, and bulk actions such as activation, inactivation, and deletion.
Streamlined creation process: The new process for creating notification definitions allows you to configure related custom events, event condition filters, communication profiles, and email and callout templates in a step-by-step creation flow.
Multiple callout templates support: You can now process multiple callout templates within a single notification definition.

See Events and Notifications.

Events and Notifications

The SFDC CPQ Connector Sync Failure event is now available for the Integration Hub System Health dashboard.

You can now configure email or callout notifications based on this event to monitor data synchronization between Salesforce CPQ and Zuora. The notifications will be triggered when a data sync failure occurs within a specified time range.

See Standard events for Zuora Central Platform.

Events and Notifications

To align with the latest concurrent request limit policy, we have removed the following unsupported values from the API Concurrency Type parameter of the System Health API Concurrency event:

BigData
BigProcess

Existing notifications with these settings will no longer be triggered.

See Concurrent request limits.

Events and Notifications

We have made the following enhancements to the account detail page to improve usability when managing notifications for individual accounts:

Resend notifications: You can now resend notifications directly from the account detail page.
Communication profile status: You can now easily identify whether the associated communication profile of an account is enabled, providing better visibility into account settings.

See View notification information of customer accounts.

Integration Hub

The Billing Connector for Salesforce CPQ is now available for early adopters. This connector integrates Salesforce CPQ with Zuora, streamlining sales-to-billing-to-revenue workflows by synchronizing Accounts, Orders, Subscriptions, Contracts, and Quotes with Zuora objects.

In addition to the existing connector configuration fields, you can now customize field mappings for the following new fields:

Subscription_term_in_days: Allows the connector to set all subscription terms in days for Zuora. This feature can be utilized for incomplete months as subscription terms in Zuora and is applicable only when ‘sfdc_use_list_price_base’ is not in use.
Trigger_dates_on_order: Facilitates synchronization of all three key subscription trigger dates (Contract Effective Date, Customer Acceptance Date, Service Activation Date).

This feature can be enabled directly from Integration Hub > Zuora Connectors. See Billing Connector for Salesforce CPQ.

Integration Hub

The Appstore Connector is now available for early adopters. You can sync in-app subscription purchases made by your subscribers in the Apple App Store, Google Play Store, or Roku Pay to Zuora, making Zuora your single source of truth for subscription data across all channels and supporting omni-channel subscription management. The Appstore Connector synchronizes subscription statuses (such as active, canceled, or expired) from external platforms to Zuora, ensuring accurate subscription management, billing, and reporting.

The Appstore Connector can perform the following:

Synchronize subscription states between external platforms and Zuora while mapping key subscription data fields to Zuora’s API
Provide self-service setup and support no-code customization using Zuora Workflows
Enable real-time processing for high-scale businesses

Supported platforms include the Apple App Store and Google Play Store. To enable this feature, submit a request to Zuora Global Support.

Zuora Connectors for Data Warehouses

You can now self-serve and provision your Data Warehousing connectors directly via the Integration Hub UI. This feature is available for the 14 new data warehousing connectors launched as EA this year. You can configure your connectors by selecting the required connector type, authentication method, and objects to sync.

You can also monitor the connector onboarding status and view transfer details such as the last successful transfer time, the next scheduled transfer, and the number of rows transferred.

See Available Connectors.

Zuora Connectors for Data Warehouses

We now support the following objects for Zuora Data Connectors for Data Warehouses:

ARTransaction
ChargeMetrics
FXData (to support reporting and home currency conversions)

Zuora Connectors for Workday Financials

The Zuora Connector for Workday Financials is now available for early adopters. With this connector you can automate the posting of journals from both Zuora Billing and Zuora Revenue to your Workday Financials general ledger eliminating the need to build a custom integration. To join this early adopter program, submit a request at Zuora Global Support..

Zuora Developer Sandbox

Going forward, Zuora will enforce the Developer Sandbox record storage limit of 250000 records. Once the limit is reached, you can no longer add additional records to your sandbox, and you see a popup displaying the message: "You have reached the maximum limit of records in Developer Sandbox".

See Limits policy for API Sandbox and Developer Sandbox environments.

Zuora SDK

The Zuora client libraries (also known as SDK) version 3.x are now available to early adopters. This version integrates both the v1 API (including the Object Query API) and Quickstart API into a unified set of libraries, providing comprehensive support for Zuora’s full range of API capabilities. It offers reduced complexity, faster development, and enhanced flexibility and scalability for you to integrate with Zuora.

We provide the client libraries for the following programming languages:

Java
Node.js
Python

Note that the Java library is fully compatible with the previous 2.x version that was built on the Quickstart API, ensuring a seamless upgrade process.

See Zuora client libraries, Get started, and Tutorials.

Changed: Oct 10, 2024

Zuora Secure Data Share for Snowflake

You can now self-serve and provision your Zuora Secure Data Share for Snowflake connector directly via the Integration Hub UI. Using this feature, you can set up Secure Sharing by providing details such as the Snowflake account locator, region, and edition.

Zuora Secure Data Share for Snowflake

We now support the following objects for Zuora Secure Data Share for Snowflake:

InvoiceHistory
BillingPreviewRunResult

Zuora Warehouse

The warehouse_metering_history table is no longer supported in Zuora Warehouse, and the logic for adding it during Zuora Warehouse provisioning has been removed.

Zuora Warehouse

The Data Query history page now has a new Compute Credit column displayed next to the Processing Time column. This column shows the credits consumed by Zuora Warehouse per query, calculated based on the query’s processing time and warehouse size. This information is available only for Zuora Warehouse queries and is included in the downloaded query output files.

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Platform 2024.Q4 fixes

There are currently no fixed issues reported for Platform in 2024.Q4.

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Revenue

Zuora release 2024.Q4 corresponds with Zuora Revenue 37.019.00.00.

New and changed features

Feature	Description	Updated
Audit Trail Report	Starting from this release, the 'Modified By' column in the Audit Trail Report will display "REVPRO_USER" wherever it is blank for the records. Previously, the "Modified By" column in the Report displayed blank value for some records.	2024.Q4.0.1
Sales Order Transactions	Starting from this release, you can update attributes in manually created Sales Orders. The update is allowed in most of the attributes except the following: Ext Sell Price Ext List Price Unit Sell Price Unit List Price Ordered Qty Revenue Start Date Revenue End Date Duration Term Deferred Segments Revenue Segments Intercompany Account Contract Asset Account Contract Impairment Account Adjustment Liability Account Adjustment Revenue Account Contra Adjustment Revenue Account Payables Account LT Adjustment Liability LT Def Cogs Acct LT Contract Asset Unbilled AR Account Note that, currently, ZR does not support SO updates that change the above-listed attributes. If an SO is updated with any changes to these attributes, the error message RPRO-00617 is displayed. See RPRO-00617.	2024.Q4.0.1
BI views	We have updated the following BI views: rpro_bi3_acct_type_v.sql rpro_bi3_line_stage_hist_v.sql rpro_bi3_mje_v.sql rpro_bi3_pob_actions_v.sql rpro_bi3_rc_bill_v.sql rpro_bi3_rc_head_v.sql rpro_bi3_rc_ln_cost_v.sql rpro_bi3_rc_lns_version_v.sql rpro_bi3_rc_pob_v.sql rpro_bi3_rc_schd_v.sql rpro_bi3_ri_acct_summ_v.sql See Data entry details to download the spreadsheet containing the columns in each BI view and their sources.
Period Close Summarization	The performance of the Period Close Summarization process is now improved to help you complete the process quickly.
Profiles in Zuora Revenue	The ENABLE_MULTI_BOOK_FILE_UPLOAD profile is introduced in this release. This profile enables the Bundle Configuration data with the Primary Book ID.	Added: Oct 9, 2024
Proration Credit Reversal for OTR customers	Zuora Revenue can now cancel a CM-RO on a revenue contract for a credit issued to your customer due to a decrease in the subscription. For example, if your customer amends a subscription from 9 months to 6 months, Zuora Revenue processes a CM-RO for the 3-month subscription cancellation your customer requested and reduces the revenue that was recognized. If your customer again increases the subscription from 6 to 8 months, Zuora Revenue cancels the CM-RO and adjusts the revenue for two additional months.
Reporting	We have added the following fields to the LT/ST Report: Func Dr Amount Func Cr Amount Rcurr Dr Amount Rcurr Cr Amount You can add these fields to the custom layout.
Revenue Objects	The following new objects are now available as part of Zuora Revenue Snowflake Secure Share. RevenueAccountingSummary - This object provides the calculated fields that are used in the revenue reports. RevenueContractRollforward - Use this object to access the Roll forward report directly from your data warehouse. We have updated the following objects: RevenueContractMJEEntriesDimensions RevenueContractAccountingEntries See Zuora Revenue data object model.
User Interface	Zuora Revenue now displays an error message code to help you understand and self-resolve the error. These messages are released in a phased manner. To review the current messages in the system, see Error messages in Zuora Revenue.
User Interface	Zuora Revenue displays a banner indicating whether sandbox or production environment for Revenue tenants onboarded to OneID. If you are a Zuora Revenue admin, you can append a custom text to the banner with a limit of 128 characters by configuring the CUST_TXT_ON_TENANT_BANNER profile. You can turn off the banner by configuring the DISABLE_TENANT_BANNER profile.

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Zuora Revenue 2024.Q4 fixes

For the list of resolved issues, see Revenue 2024.Q4 fixed issues in the Support Center. Additional logon information may be required to access the Zendesk portal.

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Zephr

New and changed features

Feature	Description	Updated
Database	We have introduced the ability to offset grant start and end times separately. Once configured, these offsets are applied to Zephr grant dates during subscription status synchronization from Billing. Additionally, we have added a courtesy period configuration for synced grants to ensure uninterrupted access in scenarios where a renewal should be honoured, but a Bill Run has not yet occurred. This is valuable for customers who need to account for differing time zones to maintain expected access levels for end users. For more information, contact your Customer Success representative or Account Executive.	Hotfix: Dec 12, 2024 SBX
Component Library	Zephr now includes a customizable, modular preference center, allowing you to tailor self-service pages more effectively. You can now create reusable components to build preference center pages or enhance existing third-party solutions with our functionality. The following changes have been implemented: A new Account Management section has been added to the Add Component screen (Delivery > Component Library). This section lists all the new components related to the Preference Center such as Update Profile, List Subscriptions, Cancel Subscriptions, and Devices. See Account Management. A new toggle, List Active Subscriptions, has been added to the Change Subscription form (Delivery > Component Library > Subscription Change) to simplify selecting a subscription to cancel. See Subscription Change Forms.
Pages	A new button, Custom Page, has been added to the Pages screen, allowing you to create tailored pages for both authenticated and unauthenticated users. You can customize the display of your content and create subpages using forms, components, and account management tools. Additionally, you have the flexibility to design your custom page with options to modify the background colour, adjust layout padding, and apply CSS configurations. See Custom page.
Roles	The permissions system now offers more granular control over user roles in the Roles screen. You can now control specific features within modules. Admin and owner roles continue to retain full access, while any existing roles now automatically inherit the new granular settings based on their previous configurations. Previously, permissions were limited to enabling or disabling entire modules. See Roles.
Users and Endpoint	You can now use the`BULK_ADD_ACCOUNT_USERS_BY_DOMAINS`endpoint to add bulk users by specifying any domain. Previously, bulk users could only be added through the Zephr UI in the Bulk Add Users screen (B2B > Companies & Accounts > Add/Edit Account > Users section).

Zephr 2024.Q4 fixes

For the list of resolved issues, see Zephr 2024.Q4 fixed issues in the Support Center. Additional logon information may be required to access the Zendesk portal.

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REST API

For API documentation on Billing, Payments, and Platform, see v1 API Reference. For a summary of updates to the v1 API, see v1 API Changelog.
For API documentation on Revenue, see Revenue API Reference.
For API documentation on Zephr, see Zephr API Introduction. For a summary of updates to the Zephr API, see Admin API Changelog and Public API Changelog.

SOAP API

Current WSDL version: 147

For information about how to check your version and download the latest version. see Zuora WSDL.

SOAP API change history

For a summary of updates made to the SOAP API in recent Zuora releases, see Zuora SOAP API Version History.

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