Zuora Platform
Zuora Platform is the foundation for the Zuora product suite, letting IT and Engineering teams easily connect, scale, and deploy alongside the wider monetization systems architecture.
See the following table for a big picture of the capabilities of the Zuora Platform:
Getting Started | Extensibility | Integration | Data | ||
System Management | Data Management | User Management | |||
- API
- Introduces Zuora APIs. Provides links to more information about REST API, SOAP API, AquA API, and Settings API
- Query
- Query languages that you can use to query for and export data from Zuora data sources.
- Tenant Management
- Provides links to articles about how to manage your tenant profile and users, and how to configure security policies, data access, SSO, and two-factor authentication.
- Events and Notifications
- Introduces sending email or callout notifications based on standard or custom events
- Reporting
- Provides a list of articles to help you use Zuora Reporting.
- Workflow
- Zuora Workflow is a Zuora product for designing, configuring, and deploying business workflows in Zuora. With Workflow, you can automate a set of business processes that otherwise need to be performed manually and repetitively.
- Object Manager
- Introduces the Object Manager feature, which provides the capability to manage custom fields, custom object definitions, and custom object records.
- Custom Objects
- With Custom Objects, you can define additional data objects to extend and enhance the Zuora data model to meet your business requirements
- Custom Logic
- Introduces the Custom Logic feature that allows you to define logic rules in decision tables, decision trees, or functions to ensure data integrity and drive automation when creating or updating objects.
- Zuora Secure Data Share for Snowflake
- Introduces the Zuora Secure Data Share for Snowflake feature
- Zuora System Health
- Introduces the Zuora System Health dashboards that enable you to monitor and gain insights from key system metrics in real time.
- Zuora OneID
- Introduces Zuora OneID, which manages user access and provisioning across Zuora tenants in your organization.
- OneID overview
- Get started with OneID
- Activate OneID for your organization
- Access Zuora tenants with OneID
- Configure single sign-on for OneID
- Add users to OneID
- Manage users in OneID
- Manage user roles in OneID
- Manage user reports in OneID
- Manage user and group provisioning in OneID
- Manage audit logs in OneID
- OneID settings
- Analytics
- Zuora Analytics provides essential subscription metrics that helps users of Zuora track the health of their business, make business decisions informed by data, and ultimately uncover and drive new revenue opportunities.
- Integration Hub
- Zuora Integration Hub is a platform that hosts 60+ pre-built connectors, a click-to-connect UI for seamless integration, comprehensive developer toolkits, and APIs for modern app connectivity.
- Get Started with Integration Hub
- Appstore Connector v1
- Configurable Summary Level GL Interface
- Developer Tools
- Enhanced Invoice Numbering
- Minimum Commitment
- Promo Codes
- Subscriber Portal
- Billing Connector for Netsuite GL
- Billing connector for HubSpot
- Billing connector for Salesforce CPQ
- Pre-Built Connectors
- Appstore Connector v2
- Zuora 360+ and Zuora 360
- Zuora Connector for Salesforce CRM
- Zuora Connector for Workday Financials
- Command Center
- Introduces Command Center, which helps administrators manage and administer their organization's tenants.
- Zuora Warehouse
- Introduces Zuora Warehouse, an elastically scalable data warehouse service provided by Zuora, which gives you the ability to run high-performance queries on unlimited data volumes.
- Multi-Org
- Describes the capabilities of Zuora Multi-Org.
- Overview of Multi-Org
- Multi-Org capability enablement
- Multi-Org upgrade path
- Create an Org Hierarchy
- Assign Users to one or more Org units
- Create a new product in the product catalog
- Create a customer account and add subscriptions
- Create a subscription through an order
- Create a bill run
- Create a payment and status check
- Configure currency conversion settings
- Configure accounting codes, accounting and GL segmentation rules
- Create an accounting period and run trial balances
- Create a journal run
- Run a roll-up report
- Multi-Org Platform Capabilities
- Multi-Org for Zuora Revenue
- API Enhancements for Multi-Org
- Mediation
- Zuora Mediation is a Zuora product to ingest customized service usage/events data in Zuora. With Mediation, you can automate a set of mediation services that otherwise need to be performed manually and repetitively.
- Zuora Protect
- This guide introduces Zuora Protect, a comprehensive suite of security mechanisms to protect sensitive data.
- Zuora Connectors for Data Warehouses
- Introduces Zuora Connectors for Data Warehouses and provides detailed instructions on how to set up various connectors. Zuora data connectors enable seamless integration with data warehouses, databases, and object storage platforms.
- Introduction to Zuora Connectors for Data Warehouses
- Zuora Connector for Aurora MySQL
- Zuora Connector for AWS Athena
- Zuora Connector for AWS Aurora Postgres
- Zuora Connector for AWS RDS Postgres
- Zuora Connector for AWS Redshift
- Zuora Connector for AWS S3
- Zuora Connector for Azure Blob Storage
- Zuora Connector for BigQuery
- Zuora Connector for Databricks
- Zuora Connector for GCP Postgres
- Zuora Connector for Generic MySQL
- Zuora Connector for Generic Postgres
- Zuora Connector for Google Cloud Storage
- Zuora Connector for SQL Server
- Zuora DevOps
- Introduces Zuora DevOps, its best practices, and Data migration in Zuora Billing