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Prepare Zuora Billing

Zuora

Prepare Zuora Billing

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Preparing Zuora Billing for the SAP connector involves the following tasks:

Creating a Zuora User Role

Complete the following steps to create a Zuora User Role:

  1. Log in using your administrator credentials.
  2. Navigate to Settings > Administration > Manage User Roles.
  3. Select Platform from the View Role List.
  4. Click Add New Role.
  5. Type "SAP Connector" in the name field.
  6. Check the API Write Access and Integration Hub boxes.
  7. Click Save.

Creating a Zuora User

After creating a Zuora user role, you should create a user and assign it to the "SAP Connector" Role.

  1. Log in using your administrator credentials.
  2. Navigate to Settings > Administration > Manage Users.
  3. Click Add Single User.
  4. Select SAP Connector from the Zuora Platform Role drop-down.
  5. Enter your first name, last name, work email, and the login name as "yourname+SAP@yourcompany.com".
  6. Check your work email for a Welcome to Zuora! email and click the "Set your password and get started here" link.
  7. Enter your new password, security question, and security answer.
  8. Click Save.

Creating a Zuora Client

After creating a Zuora User, you should create a Zuora Client.

  1. Log in using your administrator credentials.
  2. Navigate to Settings > Administration > Manage Users.
  3. Click on the user name you created previously.
  4. Scroll down to the OAuth Client section.
  5. Enter "SAP Connector" as the client name.
  6. Click Create.
    Zuora displays the Client ID and Client Secret for the OAuth client. Take note of the Client ID and Client Secret.

Configuring Custom fields

Extend the Journal Entry object with the following custom fields that will be used by the connector to record values from SAP for reconciliation purposes:

  • SAP_OBJECT_KEY__c
    • Type: Text
    • Required: false
    • Indexed: false
  • SAP_DOCUMENT_NUMBER__c
    • Type: Text
    • Required: false
    • Indexed: false

Extend the Invoice object with the following custom fields that will be used by the connector to record values from SAP for reconciliation purposes:

  • SAP_OBJECT_KEY__c

    • Type: Text
    • Required: false
    • Indexed: false

  • SAP_DOCUMENT_NUMBER__c

    • Type: Text
    • Required: false
    • Indexed: false

  • SAP_BILLING_DOCUMENT_NUMBER__c

    • Type: Text
    • Required: false
    • Indexed: false
    • TransferredToExternalAccounting__c

  • Type: Picklist

    • Yes
    • No
    • Error
    • Processing
    • Ignore

  • Required: false

  • Indexed: true

  • TransferredToERP__c

    • Type: Picklist

      • Yes

      • No

      • Error

      • Processing

      • Ignore

    • Required: false

    • Indexed: true

Extend the Invoice Item object with the following custom fields that will be used by the connector to record values from SAP for reconciliation purposes:

  • SAP_BILLING_DOCUMENT_ITEM__c

    • Type: Text

    • Required: false

    • Indexed: false

  • SAP_BILLING_DOCUMENT_NUMBER__c

    • Type: Text

    • Required: false

    • Indexed: false

To configure custom fields, navigate to Extension Studio > Object Manager. For more information, see Custom Fields.