Field Mappings in Contract Integration

Subscription and Contract Integration

Salesforce CPQ Object	Salesforce Field	Zuora Field	Zuora Object	Notes
Contract	Id	sfdcContractId__c	Subscription
Contract	ContractNumber	sfdcContractNumber__c	Subscription
Contract	StartDate	ContractEffectiveDate	Subscription	Required
Contract	ContractTerm	InitialTerm	Subscription	Required if TermType is Termed
Contract	SBQQ__RenewalTerm__c	RenewalTerm	Subscription	Required if TermType is Termed
Contract	TermType__c	TermType	Subscription	Required
Contract	StartDate	TermStartDate	Subscription	Required
Contract	RenewalSetting__c	RenewalSetting	Subscription	Required if TermType is Termed
Contract	SubscribeContract AcceptanceDate__c	ContractAcceptanceDate	Subscription
Contract	SubscribeService ActivationDate__c	ServiceActivationDate	Subscription
Contract	CustomField__c	CustomField__c	Subscription	Custom fields are read from the WSDL uploaded in Zuora 360.

Salesforce CPQ Object	Salesforce Field	Zuora Field	Zuora Object	Notes
SBQQ__Subscription__c	PRPlanId__c	ProductRatePlanId	RatePlan	Used for new subscriptions and the new products amendments. Required.
SBQQ__Subscription__c	RatePlanId__c	AmendmentSubscription RatePlanId	RatePlan	Used in the update product and remove product amendments.

Salesforce CPQ Object

Salesforce Field

Zuora Field

Zuora Object

Notes

SBQQ__Subscription__c

PRPlanId__c

ProductRatePlanId

RatePlan

Used for new subscriptions and the new products amendments.

Required.

SBQQ__Subscription__c

RatePlanId__c

AmendmentSubscription
RatePlanId

RatePlan

Used in the update product and remove product amendments.

Salesforce CPQ Object	Salesforce Field	Zuora Field	Zuora Object	Notes
SBQQ__Subscription__c	Id	sfdc SubscriptionId__c	RatePlan Charge
SBQQ__Subscription__c	Name	ChargeNumber	RatePlan Charge	New Products only
SBQQ__Subscription__c	PRPCharge BillingPeriod__c	BillingPeriod	RatePlan Charge	New Products only
SBQQ__Subscription__c	PRPCharge SpecificBillingPeriod__c	Specific BillingPeriod	RatePlan Charge	New Products only. Required if the BillingPeriod field is Specific Months.
SBQQ__Subscription__c	PRPCharge TriggerDate__c	TriggerDate	RatePlan Charge	Required if the TriggerEvent field value is SpecificDate.
SBQQ__Subscription__c	PRPCharge TriggerEvent__c	TriggerEvent	RatePlan Charge	New Products only. Required.
SBQQ__Subscription__c	SBQQ__ CustomerPrice__c SBQQ__ RenewalPrice__c	Price	RatePlan Charge	Uses Customer Price on new or amend quotes. Uses Renewal Price on renewal quotes. Does not override price if SBQQ__NonDiscountable__c is set to true.
SBQQ__Subscription__c	SBQQ__ Quantity__c	Quantity	RatePlan Charge	Quantity is set on non-Usage and non-Flat Fee charges.
SBQQ__Subscription__c	PRPChargeId__c	ProductRatePlan ChargeId	RatePlan Charge
SBQQ__Subscription__c	CustomField__c	CustomField__c	RatePlan Charge	Custom fields are read from the WSDL uploaded in Zuora 360.

Rate Plan Charge Tier fields cannot be updated.

Salesforce CPQ Object	Salesforce Field	Zuora Field	Zuora Object	Notes
SBQQ__Subscription __c	Name	Name	Amendment	Matches the Subscription Name. Required.
N/A	N/A	Description	Amendment	"<Amendment Type>: <Subscription Name> [<Subscription ID>]"
N/A	N/A	Type	Amendment	Required. Following values: - Cancellation - Renewal - RemoveProduct - NewProduct - UpdateProduct
N/A	N/A	Status	Amendment	Set to "Draft". All amendments created in Draft status.
SBQQ__Subscription __c	StartDate	ContractEffectiveDate	Amendment (type is not RemoveProduct)	Formatted to Zuora format. Required.
SBQQ__Subscription __c	TerminationDate	ContractEffectiveDate	Amendment (type is RemoveProduct)	Formatted to Zuora format. Required.
SBQQ__Subscription __c	EffectiveService ActivationDate__c	ServiceActivationDate	Amendment	Formatted to Zuora format. Required if the value of the Status field is set to PendingActivation.
SBQQ__Subscription __c	EffectiveCustomer AcceptanceDate__c	CustomerAcceptance Date	Amendment	Formatted to Zuora format. Required if the value of the Status field is set to PendingAcceptance.
Contract	SubscriptionId__c	SubscriptionId	Amendment	Indicates the existing Subscription ID of the subscription being amended. Required.
Contract	StartDate	SpecificUpdateDate	Amendment	Formatted to Zuora format. Required when creating an UpdateProduct amendment before a future dated UpdateProduct amendment.
Contract	Cancellation EffectiveDate__c	CancellationDate	Amendment	Only used in the Cancellation amendments.

Salesforce CPQ Object	Salesforce Field	Zuora Field	Zuora Object	Note
Contract	GenerateInvoice__c	GenerateInvoice	SubscribeOptions	Required
Contract	ProcessPayments__c	ProcessPayment	SubscribeOptions	Required

Salesforce CPQ Object	Salesforce Field	Zuora Field	Zuora Object
Contract	GenerateInvoice__c	GenerateInvoice	AmendOptions
Contract	ProcessPayments__c	ProcessPayment	AmendOptions

Salesforce CPQ Object	Salesforce Field	Zuora Field	Zuora Object	Notes
SBQQ__Quote__c	ZSB__BillToContact__c	BillToId	Account	For new billing accounts
SBQQ__Quote__c	ZSB__SoldToContact__c	SoldToId	Account	For new billing accounts
SBQQ__Quote__c	ZSB__BillingBatch__c	Batch	Account	For new billing accounts
SBQQ__Quote__c	ZSB__BillCycleDay__c	BillCycleDay	Account	For new billing accounts. Required.
SBQQ__Quote__c	ZSB__TaxExemptStatus__c	TaxExemptStatus	Account	For new billing accounts
SBQQ__Quote__c	ZSB__BillingAccount__c	Name	Account	For existing accounts, either Name or Account Number is required.
SBQQ__Quote__c	ZSB__ZuoraBillingAccountId__c	AccountNumber	Account	For existing accounts, either Name or Account Number is required.
SBQQ__Quote__c	SBQQ__PaymentTerms__c	PaymentTerm	Account	For new billing accounts. Required.
SBQQ__Quote__c	SBQQ__SalesRep__c	SalesRepName	Account	For new billing accounts
SBQQ__Quote__c	ZSB__TaxExemptStatus__c	TaxExemptStatus	Account	For new billing accounts. Required if you use Zuora Tax.
SBQQ__Quote__c	ZSB__TaxExemptCertificateID__c	TaxExemptCertificateID	Account	For new billing accounts
SBQQ__Quote__c	ZSB__BillingBatch__c	Batch	Account	For new billing accounts
SBQQ__Quote__c	ZSB__BillCycleDay__c	BillCycleDay	Account	For new billing accounts
SBQQ__Quote__c	ZSB__ZuoraAccountNumber__c	AccountNumber	Account	For new billing accounts
SBQQ__Quote__c	ZSB__InvoiceTemplate__c	InvoiceTemplateId	Account	For new billing accounts

Salesforce CPQ Object	Salesforce Field	Zuora Field	Zuora Object	Notes
Contact	FirstName	FirstName	Contact	Required
Contact	LastName	LastName	Contact	Required
Contact	Email	WorkEmail	Contact
Contact	Phone	WorkPhone	Contact
Contact	MobilePhone	MobilePhone	Contact
Contact	HomePhone	HomePhone	Contact
Contact	OtherPhone	OtherPhone	Contact
Contact	Fax	Fax	Contact
Contact	MailingStreet	Address1	Contact
Contact	MailingCity	City	Contact
Contact	MailingPostalCode	PostalCode	Contact
Contact	MailingState	State	Contact	Required for Sold To contact if Tax is enabled and the Country is US or Canada. For Bill To contact, the Country and State fields are not required even with Tax enabled.
Contact	MailingCountry	Country	Contact	Required for Sold To contact if Tax is enabled. For Bill To contact, the Country and State fields are not required even with Tax enabled.