Skip to main content

Manage Customer Accounts

Zuora

Manage Customer Accounts

  1. Last updated
  2. Save as PDF

You can view customer account information with links to detailed descriptions about customer information sections and fields.

Access Customer Accounts

You can access customer account information by navigating to Customers > Customer Accounts in the left-hand navigation section.

View Customer Accounts

Customer Accounts provides a list of all customers. You can see a high-level summary of each account. This is the expanded view of the list of all your customers. You can switch between expanded and list views.

To view information for an individual account, in the section for that account, click View (or click the account name). 

See also Search for Customer Accounts.

Add Customer Accounts to Zuora

Importing Customer Data

If you already have a list of your customers from another database (for example, Salesforce.com, Excel, QuickBooks, or another source), you can quickly enter data in our system by importing your customer accounts.

See Import Customer Accounts.

Create Customer Accounts using the Zuora Application

You can also add a customer account from the Zuora user interface in a few easy steps:

  1. Enter the Basic Information and Contacts. Each account must have at least one contact before it can be saved. You can add a maximum of 100 contacts to an account.
  2. Enter the Payment Method. You can add a maximum of 100 payment methods to an account.
  3. Enter the Billing and Payment Info.
  4. Optional. Complete the Additional Fields with additional account information.

See Create a Customer Account.

Use SOAP or REST APIs to Create Customer Accounts

See SOAP API Account object.

See REST API Create Account method.

Edit Customer Account Information

When you are viewing a specific account, click edit. You can modify the basic information, the billing and payment term, and the payment method.

Customer Accounts provides a list of all customers. On this page, you can see a high-level summary of each account. This is the expanded view of the list of all your customers. You can switch between expanded and list views.

To view information for an individual account, in the section for that account, click View (or click the account name).