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Synchronize Data from Zuora

Zuora

Synchronize Data from Zuora

This article explains how to set sync options and trigger various types of Zuora Connector for Salesforce CRM operations to synchronize data from Zuora to Salesforce.

See Set up Credentials to Connect to Salesforce for more information on authentication options. You must have an established connection before you can sync data.

Synchronize Data from Zuora to Salesforce

The following modes of synchronization are supported:

  • Manual Sync
  • Near Real-time Sync
  • On-Demand Sync

The objects that you can sync from Zuora to Salesforce are:

  • Accounts & Related Objects
    note.png When you set an account status to be cancelled in Zuora, the corresponding account in Salesforce is deleted during the next sync session. 
  • Product Catalog
    By default, the deleted products in Zuora are synchronized to Salesforce. The deleted products are flagged in Salesforce and will not be used in quotes. 

For detail information on objects and fields synchronized, see Sync Field Reference.

Before synchronizing data, you need to install and configure Zuora Connector for Salesforce CRM, and associate your accounts in Zuora with your accounts in Salesforce, as described in Configuration.

To manage synchronization:

  1. In the Zuora application, click the down arrow next to your user name.
  2. Select Settings > Commerce and click Synchronize Salesforce.com Data
  3. On the Zuora for Salesforce - 360 Sync page, specify the sync settings in each section as described below.

If the Multi-entity feature is enabled in your tenant, you must add a unique entity prefix to every rate plan charge object, before synchronization.

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.

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.

    clipboard_e2bba0cdaf4dea7c304593e350230b699.png

    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 Connector 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 filterIcon.png 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 filterIcon.png 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.

Sync Retry

If there are records which failed to be synchronized, Zuora Connector 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.