September 2017 Release Notes

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September 2017 Release Notes

Welcome to the release notes for the Zuora September 2017 Release, R216. This release includes new Zuora features, enhancements, resolved issues, and improvements to the Knowledge Center.

For more information about the current product version, see Product Versions and Release Dates.

Release Schedule

The schedule for R216 deployment.


  • APISandbox Release Date: September 06, 2017
  • Production Release Date: September 13, 2017


  • APISandbox Release Date: September 19, 2017
  • Production Release Date: September 20, 2017


  • APISandbox Release Date: September 27, 2017
  • Production Release Date: September 28, 2017


  • APISandbox Release Date: October 06, 2017
  • Production Release Date: October 06, 2017


  • APISandbox Release Date: October 09, 2017
  • Production Release Date: October 09, 2017


  • APISandbox Release Date: October 11, 2017
  • Production Release Date: October 12, 2017


  • Production Release Date: October 18, 2017


  • Orders Generation for Subscriptions and Amendments


See API Changelog for a summary of REST API updates and documentation updates in the API Reference.

Subscription Management

Orders Generation for Subscriptions and Amendments

This feature is only available if you have the Order Metrics feature enabled. If you have the Orders feature enabled, you already have the Order Metrics feature enabled. The migration to Order Metrics is in Limited Availability. We are actively soliciting feedback from a small set of early adopters before releasing as generally available. 

Zuora provides the Revenue Metrics feature to auto-generate the orders when you create subscriptions and subscription amendments. An order represents an agreement between a merchant and a customer. You can view the metrics for orders to get additional metrics that are helpful for reporting and revenue recognition.

Order metrics capture the impact of every change across the whole subscription lifecycle. You can retrieve order metrics and measure billed and unbilled amounts by order from the REST API. You can also export order metrics from the orders data sources through Export ZOQL queries. These data sources provide you the detailed information about orders.

For more information, see Orders Metrics.

Billing and Payments

R216.2 New ACH Payment Method Fields for Existing Customer Accounts

Zuora now supports new fields to specify location information, when you create or edit an ACH payment method for an existing customer account. We have made the enhancement to the ACH payment methods through the UI and SOAP API.

In the PaymentMethod object, the following SOAP API fields are newly added to support this feature enhancement:

  • AchCity
  • AchCountry
  • AchPostalCode
  • AchState

These newly added fields are only specific to the NMI payment gateway.

Verify Credit Cards and PayPal Payment Methods

Previously we only supported performing a verification on an existing customer’s payment method when modifying payment method details. Zuora now supports performing a standalone zero dollar verification or one dollar authorization for credit cards. It also supports a billing agreement status check on PayPal payment methods. To verify the payment methods, make a call using the REST Verify payment method operation.

Validate Client-side HPM Parameters

This feature is only available if you have the Client-side HPM Parameter Validation feature enabled. If you wish to have access to the feature, submit a request at Zuora Global Support

Zuora now supports the Client-side HPM Parameter Validation feature to better protect the client-side HPM parameters in the request for rendering or submitting Payment Pages 2.0. When receiving such a request, Zuora validates the client parameters in this request by comparing with the value specified in the digital signature. 

For more information, see Validate Client-side HPM Parameters.

Support SlimPay Card Alias

This feature is only available if you have the Payment Tokenization feature enabled. If you wish to have access to the feature, submit a request at Zuora Global Support

Zuora’s SlimPay integration now supports Card Aliases via the Credit Card Reference Transaction payment method. This will allow you to leverage the SlimPay’s card-alias API to create credit card payments against subscriptions.

The following table shows the API mapping between Zuora and SlimPay.

PaymentMethod.TokenId Card-Alias: id
PaymentMethod.SecondTokenId Card-Alias: reference

When creating a payment method from the Zuora UI, REST API, or SOAP API, you need to populate the token generated from SlimPay only in the TokenId field on the payment method.

Display Parent Account Name in Billing Documents

The new Account.Parent.Name merge field enables you to display the parent account name of a customer account in billing documents. You can add the Account.Parent.Name merge field in invoice templates, debit memo templates, and credit memo templates. It makes the account hierarchy clearer in billing documents.

See merge fields for Invoices, Debit Memos, and Credit Memos for more information.

Zuora for Salesforce Release

The following articles describe the latest features of Zuora for Salesforce:


The following articles describe the latest features of Zuora Reporting and the Zuora Insights add-on:


Current WSDL version: 88

See Zuora WSDL for information on how to check your version and download the latest version.

SOAP API Change History

See Zuora SOAP API Version History for a summary of updates made to the SOAP API in recent Zuora releases.

Knowledge Center

We have updated the following Knowledge Center articles based on your feedback:

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