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Retrieve transaction data in Zuora for ZFP purchase screening

Zuora

Retrieve transaction data in Zuora for ZFP purchase screening

The Purchase ID field in the Microsoft DFP portal corresponds to the Gateway Transaction ID field in Zuora. You can utilize Zuora Data Source Export to retrieve Zuora objects data for the screening transaction you want to analyze, by using Purchase ID as the identifier. Based on the data analysis, you can take necessary actions within your business flow, such as canceling subscriptions, closing accounts, processing refunds, and more. 

Take the following steps to retrieve transaction data in Zuora for ZFP purchase screening:

  1. In the Microsoft DFP portal, search for the payment or payment method screening information on the Search page:
    1. Define a filter for your needs.
    2. In the search result, locate the specific transaction you need and copy the associated Purchase ID. This unique identifier will be used in subsequent steps.

    For more information about the Search page and filter examples, see Search events.

  2. In the Zuora UI, click Reporting > Data Sources in the left navigation.
  3. Export the Payment Method Transaction Log data source. This data source contains data about payment methods.
    1. In the Data Source field, select Payment Method Transaction Log.
    2. In the Fields section, select the fields of any objects, such as Account and Payment Method, that you want to include in the exported report. Ensure the Gateway Transaction ID field of the Payment Method Transaction Log object is selected.
    3. In the Filters section, define the following filer:
      • Field: Select Gateway Transaction ID (text).
      • Operator: Select =
      • Value: Enter the Purchase ID you copied from the Microsoft DFP portal.
    4. Specify the desired time frame and file format for the exported report.
    5. Click Export.
  4. Export the Payment Transaction Log data source. This data source contains data about payments.
    1. In the Data Source field, select Payment Transaction Log.
    2. In the Fields section, select the fields of any objects, such as Account and Payment, that you want to include in the exported report. Ensure the Gateway Transaction ID field of the Payment Transaction Log object is selected.
    3. In the Filters section, define the following filer:
      • Field: Select Gateway Transaction ID (text).
      • Operator: Select =
      • Value: Enter the Purchase ID you copied from the Microsoft DFP portal.
    4. Specify the desired time frame and file format for the exported report.
    5. Click Export.