Synchronize Data from Zuora

Manual Sync

To start a Manual Sync job:

1. In the Manual Sync section, click the Sync arrow and select the objects to sync from the list. Accounts & Related Objects and Product Catalog are available for sync.
   If you select Accounts & Related Objects, note that only the subscriptions in the Active, Pending, and Cancelled state are synced to Salesforce. Draft and Deleted subscriptions are not synced to Salesforce.
2. Click Sync. The Sync Started pop-up window appears to confirm that the sync request was queued. When the sync is completed, your data can be viewed from Salesforce for the object you selected to sync.
3. See Sync Cleanup if you want to run sync cleanup that is available via the clean up button.

Scheduled Sync

To set up Scheduled Syncs:

1. In the Recurring Sync section, click edit next to the Sync Mode field.
2. Click the Sync Mode arrow and select Scheduled Sync from the drop-down list.
3. For Objects, click and select the Objects you want to sync.
   If you select Accounts & Related Objects, note that only the subscriptions in the Active, Pending, and Cancelled states are synced to Salesforce. Draft and Deleted subscriptions are not synced to Salesforce.
4. For Sync Interval, click and select the sync interval, such as Daily or Every 2 hours. 
   If you selected Product Catalog in the Objects field, you can only select Daily in the Sync Interval field.
5. For Start first recurring sync, click and select how many hours to wait before starting the first recurring sync.
6. Click Save. The sync will occur automatically based on the schedule you set.

Near Real-Time Sync

Refer to Near Real-Time Sync for detail information about this sync mode. 

To set up Real-time Syncs:

1. In the Recurring Sync section, click edit next to the Sync Mode field.
2. Click the Sync Mode arrow and select Near Real-Time Sync from the drop-down list.
3. For Objects, click and select Accounts & Related Objects. You can only sync the Accounts & objects using Near Real-Time Sync.
   Only the subscriptions in the Active, Pending, and Cancelled state are synced to Salesforce. Draft and Deleted subscriptions are not synced to Salesforce.
4. Click Save. The sync will occur automatically.

View Sync Results

To view sync results:

1. In the Zuora application, click the down arrow next to your user name.
2. Select Settings > Commerce.
3. Click Data Connect Results/Retry page.

   

   On the page above, you can view the list of records that are unsuccessfully synced. 

4. View the complete error message for a certain failure record by hovering your mouse over the specific error message.

   Three categories of error codes are available as shown in the following reference table:

   Error Code	Description
   DACO-01	Known SFDC Exception
   DACO-02	Missing CRM ID
   DACO-99	Unknown Exception

Retry Sync Failures

Zuora Data Sync for Salesforce CRM's daily retry job to sync objects that were failed to sync is triggered twice a day, at 11:30 AM and 11:30 PM UTC. It only picks up records from the past 7 days for scheduled retry jobs.

To retry a sync failure:

1. On the OBJECTS TO RETRY page, select the checkboxes before the failure records you are to retry the sync.

   You can quickly select all the records by selecting the checkbox in the header row.

   Also, you can select the records by object type using the object type filter, as shown in the following steps:

   1. Click the  icon at the top right of the OBJECTS TO RETRY page to display the object type filer.

   2. Click the object type you are to re-sync.

      When you select a parent object type to re-sync, its child object type will also be re-synced. For example, if you select the Invoice objects to re-sync, the Invoice Item and Taxation Item objects will also be re-synced.

   3. Click Apply.

2. Click Retry Selected.

   If a failure record is successfully re-synced, it will be removed from the OBJECTS TO RETRY page automatically.

   If a failure record is failed to be re-synced, the record will remain on the OBJECTS TO RETRY page with the same ZUORA ID field, but with the SYNC DATE field being updated to the latest time.

Delete Sync Failures

To delete a sync failure:

1. On the OBJECTS TO RETRY page, select the checkboxes before the failure records you are to delete.

   You can quickly select all the records by selecting the checkbox in the header row.

   Also, you can select the records by object type using the object type filter, as shown in the following steps:

   1. Click the  icon at the top right of the OBJECTS TO RETRY page to display the object type filer.

   2. Click the object type you are to delete. 

   3. Click Apply.

2. Click Delete Selected.

   The selected records will be deleted from Zuora and removed from the OBJECTS TO RETRY page.

Account Audit

The Audit Account page lists the first 40 accounts that have a CRM ID but were not synchronized to Salesforce. Review each account and resolve the discrepancy by syncing the account to Salesforce.

In the Sync History section, click account audit to open the Audit Account page.

Sync Retry

If there are records which failed to be synchronized, Zuora Data Sync for Salesforce CRM will retry syncing those failed records, in subsequent sync sessions. The retry rules consist of the following:

• If the previous operation was a Sync Cleanup, all object records will be synchronized.
• If there has been a cancelled Sync Cleanup since the latest finished sync, all object records will be synchronized.
• If this object type has not been synchronized since the last finished Sync Cleanup, all object records of this type will be synchronized.

• If there was a sync and the sync was cancelled, all objects records will be re-synched.

• If the last sync ended with errors before this object type was synchronized, the object records with errors will be re-synchronized.
• If the previous sync ended with errors due to a field migration job for an upgrade of the Salesforce package, the sync session will start from where the last sync stopped.

Sync Cleanup

The Zuora Data Sync Cleanup operation removes all Zuora data from Salesforce, forcing the next sync operation to perform a full synchronization.