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Self Implementation Portal

Zuora

Self Implementation Portal

 

Zuora Internal Documentation. This article is intended for Zuora only. Do not share or distribute publicly.

Congratulations on purchasing Zuora! At Zuora, we constantly strive to make subscription billing as easy as possible for our customers. If you have purchased the Self Implementation package, then this portal is the primary resource to help you implement Zuora effectively and in approximately 30 days or less.

Please spend a few minutes to learn about the overall Self Implementation Process and what to expect by watching the following video.

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For your convenience, we have organized the implementation process into 3 key phases so that your entire implementation can be completed in a series of easy, guided steps.

 Configure

Phase 1 

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This phase outlines all of the steps involved in setting up your Zuora tenant to sell your products or services on a subscription basis, including defining your product catalog, adding subscribers manually, generating invoices, and collecting payments. 

Deploy

Phase 2

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In this phase, we walk you through the various ways in which you can take new orders from subscribers and get them into Zuora, including via manual order entry, self-service from your website, or via Salesforce.com. 

Iterate

Phase 3

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In this final phase, you will put the finishing touches on your implementation, including setting up reporting, determining how you will amend existing customer subscriptions, and migrating existing customer data into Zuora.

 

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