Before upgrading to Zuora 360+, you should learn about its requirements or key behavior changes compared with Zuora 360 in the following aspects:
The following table describes the details for each aspect. We encourage you to test thoroughly your use cases after enabling Zuora 360+ in the sandbox environment to avoid the risk of data loss in production.
Feature |
Requirements / Key behaviors |
|
The following object types are only supported in Zuora 360+ 5.0+:
- Credit Memo
- Credit Memo Item
- Credit Memo Part
- Debit Memo
- Debit Memo Item
- Payment Part
- Refund Part
The following object types are only supported in Zuora 360+ 5.2:
- Subscriptions History
- Subscription Rate Plans History
- Subscription Product & Charges History
- Subscription Charge Tier History.
See the Subscription History item below in the table.
|
|
-
You must turn on and use Real-Time Sync if you use both Zuora 360 and Zuora 360+ to sync your objects.
-
Scheduled sync is not supported with Zuora 360+. This means that Zuora 360+ always syncs objects using Salesforce SOAP API instead of Bulk API.
|
|
|
|
-
In Zuora, an Invoice Item is linked to a version of the Subscription Rate Plan Charge (SRPC) object that generated it.
-
Zuora 360 by default only syncs the latest version of a Subscription and deletes the old version, therefore your Invoice Item in Salesforce could have a null lookup to the SRPC if generated based on a previous Subscription version.
-
When you enable the feature of upserting Salesforce Subscriptions instead of deleting the old versions in sync, an Invoice Item in Salesforce will have a lookup to an SRPC even if this Invoice Item was generated from an old version of a Subscription. In this case, the SRPC is not the one that this Invoice Item was generated from. However, an Invoice Item in Salesforce could still have a null lookup to the SRPC even if this feature is enabled. For example, if a Remove Product amendment occurs, Zuora will delete the associated SRPC. An Invoice Item that is generated from this SRPC will then have a null reference in Salesforce.
|
|
|
|
If you use both Zuora 360 and Zuora 360+ to sync your objects:
-
Invoices will not be synchronized during On-Demand Sync.
-
If Invoice Settlement is enabled for your Zuora tenant, Payment objects will not be synced during On-Demand Sync. Instead, they will be synced automatically through Zuora 360+.
|
|
- Existing Subscription records synced before you turn on Subscription History in Zuora 360+ will stay under the Subscription object. Updates on these records after you turn on Subscription History in Zuora 360+ will be synced to Subscription History object through Zuora 360+.
|
|
- If Zuora 360+ was enabled for your tenant before January 2021, draft invoices are synced.
- If Zuora 360+ was enabled after January 2021, only posted invoices can be synced, which aligns with the behavior of Zuora 360.
|