Part 3: Load Payment Methods
Overview
Zuora Internal Documentation. This article is intended for Zuora only. Do not share or distribute publicly.
In this step, you'll load any electronic payment methods, namely Credit Cards or pin-less Debit Cards, that you might have for your customers.
Exercise
Zuora is a PCI-compliant system. Thus, all Credit Card information is stored securely. When handling Credit Card data, please take every precaution to not expose the data. Once the information is uploaded to Zuora, it should be deleted.
Please find the file prefixed with "PaymentMethod" from the three template files that you downloaded in Part 1.
Filling out the Payment Method Upload Template
You'll now fill out the Payment Method template. Once filled out, you'll be able to create the last of the data, Payment Methods, necessary to complete loading of Accounts in Zuora. Please note that this step is only necessary if you're going to be loading Credit Cards or pin-less Debit Card information for electronic transaction processing by Zuora.
Please open the PaymentMethod template now and take a look at the columns. Columns in bold are required.
Callstack:
at (ZZZ_Zuora_Internal/Self_Implementation_Portal/Phase_3:_Iterate/Milestone_08:_Migrate_Your_Existing_Customers_to_Zuora/Part_3:_Load_Payment_Methods), /content/body/div[2]/div[1]/pre, line 2, column 1
| Column Name | Description/Definition | Comments/Instructions |
|---|---|---|
| Id | Zuora internal Payment Method ID | Leave blank for a new payment method. |
| Customer Account | Internal Zuora Account Id | From the customer |
| Payment Method Type | Payment Method | Set to |
| Credit Card Type |
| Set to one of the following values:
|
| Credit Card Number | Credit Card Number | No spaces/Numeric |
| Expiration Year | Credit Card expiration year | 4 digits |
| Expiration Month | Credit Card Expiration month | 1 or 2 digits |
| Credit Card Holder Name | Credit Card Billing Name | Required |
| Credit Card Address 1 | Credit Card Billing Address Line 1 | Optional |
| Credit Card Address 2 | Credit Card Billing Address Line 2 | Optional |
| Credit Card Country | Credit Card Billing Country | Optional Full Country Name This value is case-sensitive. |
| Credit Card State |
| Optional Required for United States This value is case-sensitive. |
| Credit Card City | Credit Care Billing City | Optional |
| Credit Card Postal Code | Credit Card Postal Code | Optional |
| Last Transaction | Date of last transaction processed | Leave Blank |
| Last Transaction Time | Time of last transaction processed | Leave Blank |
| Created By | Who created the record | Leave blank/system generated |
| Updated By | Who updated the record the last time | Leave blank/system generated |
| Created On | Date and time of record creation | Leave blank/system generated |
| Updated On | Date and time when the record was last updated | Leave blank/system generated |
| Is Default | Is this the Default Credit Card for the account? | TRUE or FALSE |
Your file should look similar to the following example screenshot:
Tip: When saving the file, make sure it is saved as a Windows
.csvfile (comma delimited). Mac CSV format will be rejected.
Once the upload template is filled out, you can import it in the Customer Accounts area of Z-Billing.
Using the Zuora Test Gateway
Zuora provides a Test Gateway that will accept any data. Other gateways may have special test numbers or payment amounts to trigger special error conditions. Please inquire with your gateway for test Credit Card numbers and any special payment amounts to test exceptions conditions thoroughly.
Loading the Payment Method Upload Template
As before, upload your file via the import functionality in the Customer Accounts' Action area in Z-Billing:
When you click submit, you'll see the familiar status screen:
Please note that the above load operation failed due to a mis-configured payment gateway.
At this point, you should have all your Credit Card Payment Methods loaded into Zuora.
What's Next
Proceed to Part 4: Updating Accounts.