Skip to main content

Syncing Products between Salesforce CPQ and Zuora


Syncing Products between Salesforce CPQ and Zuora

Salesforce integrates the product synchronization process with order creation and syncing. When an order is created and synchronized, the connector verifies whether the corresponding product exists in Zuora. The validation requires both SKU and product ID from Salesforce CPQ. For non-usage-based products, it uses the product code and ID. For usage charges, it combines the product code and product consumption schedule ID. If the product does not exist in Zuora, the connector automatically creates it before proceeding with order creation.


The connector supports syncing tax codes and tax modes from the product in Salesforce to the product rate plan charge in Zuora. The tax mode must be sent via a custom field from the Salesforce CPQ product. To enable this functionality, create the following custom field under the Product2 object in Salesforce CPQ:

  • API Name: TaxMode__c
  • Label: Zuora Tax Mode

If the tax mode is not specified for taxable products, the connector defaults to "Tax Exclusive". The tax codes will be synchronized from the Salesforce CPQ field "Tax code", so ensure that any changes made to tax codes in Zuora are also updated correspondingly in Salesforce CPQ.

Accounting Codes

The connector supports mapping the Accounting Code, Deferred Revenue, and Recognized Revenue Accounts between products. This requires creating custom fields in the Salesforce CPQ product.

Create the following custom fields under Product2 object in Salesforce CPQ:

  • API name: Z_Accounting_Code__c with Label name: Zuora Accounting Code
  • API name: Z_Deferred_Revenue_Account__c with Label name: Zuora Deferred Revenue Account
  • API name: Z_Recognized_Revenue_Account__c with Label name: Zuora Recognized Revenue Account

The connector uses custom fields to ensure smooth mapping and synchronization of accounting information between Salesforce CPQ and Zuora.