Skip to main content

Configure Real-Time Reconciliation

Zuora

Configure Real-Time Reconciliation

The Real-Time Reconciliation feature is supported by the following gateway integrations. Use the instructions in this article to configure Real-Time Reconciliation for different gateways.

  • GoCardless
  • Stripe v2

Configure Real-Time Reconciliation for GoCardless 

Prerequisites 

  • A GoCardless gateway instance has been configured in Zuora.
  • You have created at least one authentication mechanism set up through the Gateway Authentication payment setting.
  • The multi-entity feature is not enabled on your tenant. Because the Real-Time Reconciliation feature is not compatible with the multi-entity feature, Real-Time Reconciliation is not available if multi-entity is enabled.

Procedure

  1. Navigate to Payments Settings > Configure Real-Time Reconciliation. This page displays all available webhooks. Each time you create an authentication mechanism such as OAuth through the Gateway Authentication payment setting, a corresponding webhook is automatically added to this page.
  2. Find the webhook you want to use, and click Activate to activate this webhook.

After the webhook is activated, updates to different gateway events will be reflected in Zuora in real-time.

The GoCardless Webhook service might delay sending notifications to Zuora for 2 or 3 days. The corresponding records in Zuora will not be updated until the notifications from GoCardless are received. If you have any questions about this delay, please contact GoCardless.

Configure Real-Time Reconciliation for Stripe v2 

Prerequisites 

  • A Stripe v2 gateway instance has been configured in Zuora. See Stripe payment gateway for instructions about how to create an instance of the gateway.
  • At least one OAuth token for Stripe v2 has been created and activated through the Gateway Authentication payment setting for the intended gateway instance.
  • Zuora user used for reconciling transactions is the same user that created the OAuth token. Ensure that this user has the permission of “unapplying payments” to reconcile the payment reject and chargeback events.
  • Ensure that the merchant account ID has not been configured for any tenant for Real-Time Reconciliation enablement. If an account ID is configured for multiple tenants with Real-Time Reconciliation enabled, only one tenant can receive the Real-Time Reconciliation events.

Enable Real-Time Reconciliation for Stripe v2 

Submit a request to Zuora Global Support and include the following information in your request:

  • Stripe ID of the Stripe Merchant account that will be used for transacting and is associated with the intended gateway instance
  • The name of the OAuth token that is associated with the intended gateway instance
  • Tenant ID

After the webhook is activated, updates to different gateway events will be reflected in Zuora in real-time.