Account Data Source

Use the Account data source to export customer Accounts with Contacts and Payment Methods.

Objects Available in the Data Source

Object	Description
Account	The customer account. This is the base object for the Account Data Source Export. Contains the following fields: Account Balance Account Number Additional Email Addresses Allow Invoice Editing Auto Pay Bill Cycle Day Bill Cycle Day Setting Option Billing Batch CMRR CRM Account ID CSR CommunicationProfile ID (In the case that this field has no value, the system will use the default Communication Profile to send out notifications.) Created By ID Created Date Credit Balance Currency Default Payment Method ID ID Invoice Delivery Preferences Email Invoice Delivery Preferences Print Invoice Template ID Last Invoice Date Name Notes PO Number Parent ID Payment Gateway Name Payment Term Reserved Payment Amount Sales Rep Sequence Set ID Status Tax Company Code Tax Exempt Certificate ID Tax Exempt Certificate Type Tax Exempt Description Tax Exempt Effective Date Tax Exempt Expiration Date Tax Exempt Issuing Jurisdiction Tax Exempt Status Total Debit Memo Balance (This field is only used for Credit and Debit Memo.) Total Invoice Balance Unapplied Balance (The value of this field is the unapplied payment amount.) Unapplied Credit Memo Amount (This field is only used for Credit and Debit Memo.) Updated By ID Updated Date VAT ID

Object

Description

Account

The customer account.

This is the base object for the Account Data Source Export. Contains the following fields:

Account Balance
Account Number
Additional Email Addresses
Allow Invoice Editing
Auto Pay
Bill Cycle Day
Bill Cycle Day Setting Option
Billing Batch
CMRR
CRM Account ID
CSR
CommunicationProfile ID (In the case that this field has no value, the system will use the default Communication Profile to send out notifications.)
Created By ID
Created Date
Credit Balance
Currency
Default Payment Method ID
ID
Invoice Delivery Preferences Email
Invoice Delivery Preferences Print
Invoice Template ID
Last Invoice Date
Name
Notes
PO Number
Parent ID
Payment Gateway Name
Payment Term
Reserved Payment Amount
Sales Rep
Sequence Set ID
Status
Tax Company Code
Tax Exempt Certificate ID
Tax Exempt Certificate Type
Tax Exempt Description
Tax Exempt Effective Date
Tax Exempt Expiration Date
Tax Exempt Issuing Jurisdiction
Tax Exempt Status
Total Debit Memo Balance (This field is only used for Credit and Debit Memo.)
Total Invoice Balance
Unapplied Balance (The value of this field is the unapplied payment amount.)
Unapplied Credit Memo Amount (This field is only used for Credit and Debit Memo.)
Updated By ID
Updated Date
VAT ID

Descriptions for related Zuora objects are listed in alphabetical order.

Object	Description
Account	The customer account. This is the base object for the Account Data Source Export.
Bill To Contact	The Bill-To Contact of the Account.
Sold To Contact	The Sold-To Contact of the Account.
Default Payment Method	The default payment method to be used for making payments. Required to be ACH, credit card or PayPal for customers paying electronically.
Entity	The entity that the data relates to. Part of the Multi-entity feature. Contains the following fields: Address 1 Address 2 City Country Created By ID Created Date Display Name Email ID Name Postal Code State Updated By ID Updated Date

There are account-level CMRR and subscription-level CMRR with different calculation logic. See Contracted MRR for more information.