Account |
The customer account information. Note this is the Invoice Owner account.
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Accounting Period |
Periods of time that represents the financial calendar of your company. Used to assist with accounting close activities and financial reporting. Contains the following fields:
- Created By ID
- Created Date
- End Date
- Fiscal Quarter
- Fiscal Year
- ID
- Name
- Notes
- Start Date
- Status
- Updated By ID
- Updated Date
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Amendment |
The amendment that is tied to the rate plan charge, if applicable. |
Bill To |
The contact associated with the account to whom your product or service is billed.
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Credit Memo |
Credit memos that you issued to your customers to reduce invoice and account balances. It includes the following fields:
- Amount Applied By
- Amount Applied To
- Balance
- Cancelled By Id
- Cancelled On
- Comments
- Created By ID
- Created Date
- Credit Memo Date
- Memo Number
- Discount Amount
- ID
- Posted By ID
- Posted On
- Reason Code
- Source
- Status
- Target Date
- Tax Amount
- Total Amount
- Total Amount Without Tax
- Total Tax Exempt Amount
- Transferred To Accounting
- Updated By ID
- Updated Date
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Credit Memo Item |
Line items on credit memos. It includes the following fields:
- Amount Without Tax
- Applied To Others Amount
- Be Applied By Others Amount
- Charge Date
- Created By ID
- Created Date
- Description
- ID
- Processing Type
- Quantity
- SKU
- Service End Date
- Service Start Date
- Tax Amount
- Tax Code Name
- Tax Exempt Amount
- Tax Mode
- Unit Of Measure
- Unit Price
- Updated By ID
- Updated Date
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Default Payment Method |
The default payment method used to make payments.
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Deferred Revenue Accounting Code |
Accounting code for deferred revenue. Contains the following fields:
- Category
- Created By ID
- Created Date
- GL Account Name
- GL Account Number
- ID
- Name
- Notes
- Status
- Type
- Updated By ID
- Updated Date
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Entity |
The entity that the data relates to. Part of the Multi-entity feature. Contains the following fields:
- Address 1
- Address 2
- City
- Country
- Created By ID
- Created Date
- Display Name
- Email
- ID
- Name
- Postal Code
- State
- Updated By ID
- Updated Date
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Journal Entry |
Represents a Zuora transaction recorded as a debit and credit. Includes the following fields: - Created By ID
- Created Date
- Currency
- ID
- Journal Entry Date
- Notes
- Number
- [Segment Name]: One or more fields representing the name of each segment created. These fields become available for export on this data source only if they are used by the GL segmentation rule.
- Status
- Transaction Count
- Transaction Type
- Transfer Date
- Transferred By
- Transferred To Accounting
- Update By ID
- Updated Date
This object is available on this data source only when Zuora Finance is enabled on your tenant.
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Journal Run |
Automated process for creating journal entries from Zuora transactions. Includes the following fields: - Created By ID
- Created Date
- ID
- Number
- Process End Date Time
- Process Start Date Time
- Status
- Target Date Type
- Target End Date
- Target Start Date
- Total Journal Entry Count
- Updated By ID
- Updated Date
This object is available on this data source only when Zuora Finance is enabled on your tenant.
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Parent Account |
Refers to the parent account associated with the customer account, if applicable.
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Product |
The product information. Contains the following fields:
- AllowFeatureChanges
- Category
- Created By ID
- Created Date
- Description
- Effective End Date
- Effective Start Date
- ID
- Name
- NetSuite Integration ID
- NetSuite Integration Status
- NetSuite Item Type
- NetSuite Sync Date
- SKU
- Updated By ID
- Updated Date
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Product Rate Plan |
The rate plan coming from the product catalog. Contains the following fields:
- Created By ID
- Created Date
- Description
- Effective End Date
- Effective Start Date
- ExternalldSourceSystem
- Grade
- ID
- Name
- Updated By ID
- Updated Date
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Product Rate Plan Charge |
The product rate plan charge information coming from the product catalog. Contains the following fields:
- Accounting Code
- Apply Discount To
- Bill Cycle Day
- Bill Cycle Type
- Billing Period
- Billing Period Alignment
- Billing Timing
- Charge Model
- Charge Type
- Created By ID
- Created Date
- Default Quantity
- Deferred Revenue Account
- Description
- Discount Level
- End Date Condition
- ID
- Included Units
- Legacy Revenue Reporting
- List Price Base
- Max Quantity
- Min Quantity
- Name
- Number Of Period
- Overage Calculation Option
- Overage Unused Units Credit Option
- Price Change Option
- Price Increase Percentage
- Rating Group
- Recognized Revenue Account
- Revenue Recognition Code
- Revenue Recognition Rule Name
- Revenue Recognition Trigger
- Smoothing Model
- Specific Billing Period
- Tax Code
- Tax Mode
- Taxable
- Trigger Event
- UOM
- Up To How Many Periods
- Up To Periods Type
- Updated By ID
- Updated Date
- Usage Records Rating Option
- Use Discount Specific Accounting Code
- Use Tenant Default For Price Change
- Weekly Bill Cycle Day
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Rate Plan |
Refers to the rate plan or pricing plan information associated with the subscription. Contains the following fields:
- Amendment Type: Note that a filter on this field using the unequal operator cannot return those Rate Plan records with a blank Amendment Type field.
- Created By ID
- Created Date
- Externally Managed Plan ID: a text field. This field indicates the unique identifier of a rate plan purchased on a third-party store.
- ID
- Invoice Owner ID: the invoice owner ID of the subscription that contains the rate plan
- Name
- Original Rate Plan ID: the original ID of the subscription rate plan, which is the ID of the subscription rate plan in the version-1 subscription
- Subscription Owner ID: the subscription owner ID of the subscription that contains the rate plan
- Subscription Rate Plan Number
- Updated By ID
- Updated Date
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Rate Plan Charge |
The charge information associated with the subscription. Contains the following fields:
- Accounting Code
- Apply Discount To
- Bill Cycle Day
- Bill Cycle Type
- Billing Period
- Billing Period Alignment
- Billing Timing
- Charge Model
- Charge Number
- Charge Type
- Charged Through Date
- Created By ID
- Created Date
- DMRC
- DTCV
- Description
- Discount Level
- Effective End Date
- Effective Start Date
- End Date Condition
- ID
- Invoice Owner ID: the invoice owner ID of the subscription that contains the rate plan charge
- Is Last Segment
- Is Processed
- List Price Base
- MRR
- Name
- Number of Periods
- Original ID
- Overage Calculation Option
- Overage Unused Units Credit Option
- Price Change Option
- Price Increase Percentage
- Processed Through Date
- Quantity
- Rating Group
- Revenue Recognition Code
- Revenue Recognition Rule Name
- Revenue Recognition Trigger Condition
- Segment
- Specific Billing Period
- Specific End Date
- Subscription Id: the ID of the subscription that contains the rate plan charge
- Subscription Owner ID: the subscription owner ID of the subscription that contains the rate plan charge
- TCV
- Trigger Date
- Trigger Event
- Unit of Measure
- Up To Periods
- Up To Periods Type
- Updated By ID
- Updated Date
- Version
- Weekly Bill Cycle Day
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Recognized Revenue Accounting Code |
Accounting code for recognized revenue. Contains the following fields:
- Category
- Created By ID
- Created Date
- GL Account Name
- GL Account Number
- ID
- Name
- Notes
- Status
- Type
- Updated By ID
- Updated Date
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Revenue Charge Summary |
Revenue summary for the subscription charge. Contains the following fields:
- Created By ID
- Created Date
- Currency
- ID
- Notes
- Revenue Summary Charge Number
- Updated By ID
- Updated Date
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Revenue Event Credit Memo Item |
Revenue event that is associated with a credit memo item. It includes the following fields:
- Created By ID
- Created Date
- ID
- Notes
- Revenue Event Number
- Revenue Event Recognition End
- Revenue Event Recognition Start
- Updated By ID
- Updated Date
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Revenue Event Type |
The event type that triggered a change to the revenue schedule, such as Invoice Posted or Invoice Cancelled.
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Revenue Schedule Credit Memo Item |
Revenue schedule that is associated with a credit memo item. It includes the following fields:
- Amount
- Created By ID
- Created Date
- Currency
- Exchange Rate Date (only available if you have the Currency Conversion feature enabled)
- ID
- Linked Transaction Date
- Linked Transaction Number
- Linked Transaction Type
- Notes
- Recognition Rule Name
- Reference Id
- Revenue Schedule Date
- Revenue Schedule Number
- Revenue Schedule Recognition End
- Revenue Schedule Recognition Start
- Undistributed Unrecognized Revenue
- Updated By ID
- Updated Date
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Sold To |
The contact associated with the account to whom your product or service is sold.
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Subscription |
The subscription to which the rate plan is associated. Contains the following fields:
- Auto Renew
- Cancelled Date
- Contract Acceptance Date
- Contract Effective Date
- Cpq Bundle Json ID
- Created By ID
- Created Date
- Creator Account ID
- Creator Invoice Owner ID
- Current Term
- Current Term Period Type
- ID
- Initial Term
- Initial Term Period Type
- Invoice Owner ID
- Invoice Separate
- Name
- Notes
- Opportunity Close Date
- Opportunity Name
- Original Created Date
- Original ID
- Previous Subscription ID
- Quote Business Type
- Quote Number
- Quote Type
- Renewal Setting
- Renewal Term
- Renewal Term Period Type
- Service Activation Date
- Status
- Subscription End Date
- Subscription Start Date
- Term End Date
- Term Start Date
- Term Type
- Updated By ID
- Updated Date
- Version
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