Schedule Data Transformation jobs

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Schedule Data Transformation jobs

Zuora Billing - RevPro Integration is in Limited Availability

The Data Transformation program transforms the object data in Pre-Staging tables into transaction lines stored in Staging. You can customize Data Transformation job execution based on your business requirements in the RevPro UI.

Prerequisites

  • Ensure that the Billing object data required to perform the transformation is already synchronized into Pre-Staging tables.
  • Ensure that the Data Transformation templates have been set up in RevPro. The following template definitions are required for Data Transformation:
    • Booking - ORDER
    • Billing - INVOICE 
    • IIA Template with Amendment
    • Credit Memo Template
    • Debit Memo Template

    Follow Upload transactions or costs to learn how to create a transaction or cost template.

Schedule a Data Transformation program

Take the following steps to start the Data Transformation program in RevPro:

  1. Navigate to Reports > Schedule Jobs.
  2. Create icon-add.png to create a new program.
  3. In the Schedule Program tab, complete the following configuration:
    1. Program Name: Select RevPro3.0 Zuora Data Transformation
    2. Start Date: Select the date from which the selected job starts to run. By default, the current date and time are populated.

    Refer to Schedule Jobs to learn more about other optional settings. Note that for the Resubmit Type dropdown list, From the Completion of the prior run is recommended.

  4. In the Program Parameters tab, enter the values for the mandatory fields.
    • Source Transaction Type - Possible values include:
      • ORDER
      • INVOICE_ITEM
      • INVOICE_ITEM_ADJUSTMENT
      • CREDIT_MEMO_ITEM
      • DEBIT_MEMO_ITEM
    • Template Name - The name of the created templates. 
    • Query Filter - The condition that determines the criteria of the revenue run. For example, if the revenue run has to be run only for a particular subscription, we can set the criteria as `rpro_ds_subscription_g.name = ‘’’’A-S00000026’’’’`; if the revenue run has to be run for a particular time range, you can specify the dates in the criteria. 
    • Entity Name - This parameter is optional if your Zuora tenant is a single entity, and is mandatory if the Multi-entity feature is enabled in your Zuora tenant.
  5. Click Submit Job. Data Transformation jobs are then started.

After the jobs are complete, the status of the program is updated to Completed and the queried data is transformed into transaction lines in Staging tables.
 

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