Accounts and Contacts - Data dictionary
This article lists the fields associated with the Accounts and Contacts module in Zuora. Read more on Accounts and Contacts.
Note: Fields with an asterisk mark indicate mandatory fields.
| Name | Description | Value |
|---|---|---|
| Account Number | A unique account number, up to 50 characters. If not provided it will be auto-generated | Alphanumeric |
| Parent Account Number | Parent custom account number up to 50 characters. Use this field if you have Customer Hierarchy enabled. | Alphanumeric |
| Account Name* | Account name, up to 255 characters. (Required field) | Alphanumeric |
| CRM Account Id | CRM account ID for the account, up to 100 characters. | Alphanumeric(CRM12345678) |
|
Organization Label This field is only applicable in a Multi-Org environment. |
Label the Org units that need to be associated with Accounts. All the associated transaction objects of the account being labeled will automatically inherit the org label of the Account. |
String |
| Payment Term | Payment terms configured for this account. A string of 100 characters. | Due Upon Receipt, Net 30, Net 60, Net 90 |
| Batch | A string of 50 characters or less (Batch1 - Batch50) |
Batch values
|
| Bill Cycle Day* | Specify any day of the month (1-31, where 31 = end-of-month), or 0 for auto-set. |
Number = 0,3,31 |
| Invoice Delivery Prefs Email | Whether the customer wants to receive invoices through email. | TRUE,FALSE(Case insensitive boolean value) |
| Invoice Delivery Prefs Print | Whether the customer wants to receive printed invoices, such as through postal mail. | TRUE,FALSE(Case insensitive boolean value) |
| Invoice Template Id | Invoice template ID, configured in Billing Settings in the Zuora UI(32 character identifier). | Alphanumeric Id |
| Additional Email Addresses | A list of additional email addresses to receive email notifications. Multiple email addresses can be provided by using pipe symbol | as a separator. | Email = abc@zuora.com|def@zuora.com |
| Communication Profile Name | The name of the communication profile configured. A string of 70 characters. | Alphanumeric |
| Currency* | A currency as defined in Billing Settings in the Zuora UI. A string of 3 characters(Required field) |
Currency values |
| Sales Rep Name | The name of the sales representative associated with this account. A string of 50 characters. | Alphanumeric |
| Sequence Set Name | The name of the billing document sequence set to assign to the customer account. A string of 32 characters | Alphanumeric |
| Account Notes | A string of up to 65,535 characters. | Autogenerated Notes |
| Credit Memo Template Id | The unique ID of the credit memo template, configured in Billing Settings(32 character identifier). | Alphanumeric Id |
| Debit Memo Template Id | The unique ID of the credit memo template, configured in Billing Settings(32 character identifier). | Alphanumeric Id |
| SoldToSameAsBillTo | Whether the sold-to contact and bill-to contact are the same entity. | Boolean |
| TaxExempt Certificate Id | ID of the customer tax exemption certificate. | Alphanumeric Id |
| TaxExempt Certificate Type | Type of tax exemption certificate that the customer holds. | Alphanumeric |
| TaxExempt Description | Description of the tax exemption certificate | Alphanumeric |
| TaxExempt Issuing Jurisdiction | Jurisdiction in which the customer tax exemption certificate was issued. | Alphanumeric |
| TaxExempt Entity UseCode | A unique entity use code | Alphanumeric |
| TaxExempt Status | Status of the account tax |
TaxExempt Status values
|
| TaxCompany Code | Unique code that identifies a company account in Avalara. | Alphanumeric |
| TaxExempt Effective Date | Date when the customer tax exemption starts. | Date(yyyy-MM-dd) |
| TaxExempt ExemptExpirationDate | Date when the customer tax exemption expires. | Date(yyyy-MM-dd) |
| TaxExempt VATId | Value Added Tax ID. | Alphanumeric Id |
| Payment Gateway Name | The name of the payment gateway instance. | Alphanumeric |
| BillToContact.FirstName* | A string of 100 characters | Alphanumeric |
| BillToContact.LastName* | A string of 100 characters | Alphanumeric |
| BillToContact.WorkEmail | Work email address | Email(abc@zuora.com) |
| BillToContact.PersonalEmail | Personal email address | Email(abc@zuora.com) |
| BillToContact.WorkPhone | Work phone number | Alphanumeric - Accept characters like ()+-,spaces |
| BillToContact.Country | Valid country name or abbreviation. |
|
| BillToContact.Address1 | A string of 255 characters | Alphanumeric |
| BillToContact.Address2 | A string of 255 characters |
Alphanumeric |
| BillToContact.City | City. A string of 40 characters | Alphanumeric |
| BillToContact.State | State. A string of 40 characters | Alphanumeric |
| BillToContact.PostalCode | Zip code. A string of 20 characters | Alphanumeric |
| BillToContact.County | County. A string of 32 characters | Valid County Name |
| BillToContact.Fax | Fax phone number | Alphanumeric - Accept characters like ()+-,spaces |
| BillToContact.HomePhone | Home phone number | Alphanumeric - Accept characters like ()+-,spaces |
| BillToContact.MobilePhone | Mobile phone number | Alphanumeric - Accept characters like ()+-,spaces |
| BillToContact.NickName | Nickname. A string of 100 characters | Alphanumeric |
| BillToContact.OtherPhone | Fax phone number | Alphanumeric - Accept characters like ()+-,spaces |
| BillToContact.OtherPhoneType | Type of other phone. |
Alphanumeric |
| BillToContact.TaxRegion | Tax region. A string of 32 characters | Alphanumeric |
| BillToContact.Description | A string of 100 characters | Alphanumeric |
| salesRep | The name of the sales representative associated with this account. Maximum of 50 characters.
|
string |
| SoldToContact.FirstName* | A string of 100 characters | Alphanumeric |
| SoldToContact.LastName* | A string of 100 characters | Alphanumeric |
| SoldToContact.WorkEmail | Work email address | Email(abc@zuora.com) |
| SoldToContact.PersonalEmail | Personal email address | Email(abc@zuora.com) |
| SoldToContact.WorkPhone | Work phone number | Alphanumeric - Accept characters like ()+-,spaces |
| SoldToContact.Country | Valid country name or abbreviation. |
Alphanumeric |
| SoldToContact.Address1 | A string of 255 characters | Alphanumeric |
| SoldToContact.Address2 | A string of 255 characters | Alphanumeric |
| SoldToContact.City | City. A string of 40 characters | Alphanumeric |
| SoldToContact.State | State. A string of 40 characters | Alphanumeric |
| SoldToContact.PostalCode | Zip code. A string of 20 characters | Alphanumeric |
| SoldToContact.County | County. A string of 32 characters | Valid County Name |
| SoldToContact.Fax | Fax phone number | Alphanumeric - Accept characters like ()+-,spaces |
| SoldToContact.HomePhone | Home phone number | Alphanumeric - Accept characters like ()+-,spaces |
| SoldToContact.MobilePhone | Mobile phone number | Alphanumeric - Accept characters like ()+-,spaces |
| SoldToContact.NickName | Nickname. A string of 100 characters | Alphanumeric |
| SoldToContact.OtherPhone | Fax phone number | Alphanumeric - Accept characters like ()+-,spaces |
| SoldToContact.Country | Valid country name or abbreviation |
Country values |
| SoldToContact.TaxRegion | Tax region. A string of 32 characters | Alphanumeric |
| SoldToContact.Description | A string of 100 characters | Alphanumeric |
| summaryStatementTemplateId | The summary statement template ID or null | string |