Invoice Item Data Mapping

Knowledge Center > Zuora RevPro > Zuora RevPro Integration Overview > DRAFT: Maintaining Transaction Upload Templates > Standard Data Mapping > Invoice Item Data Mapping

Invoice Item Data Mapping

Table of contents
No headers

The following table lists the mapping of Zuora fields to Zuora RevPro invoice item staging fields and describes where the corresponding Zuora fields derive from, the input value type, and the sequence.

The table columns represent the following information:

  • The Zuora Field column represents the fields defined in Zuora.
  • The Zuora RevPro Staging Field column represents the corresponding field names used in RevPro staging tables.
  • The Input Value Label column represents the corresponding label names used in the template and your upload file.
  • The Input Value Type column represents the field data types.
  • The Description column gives the description and note of the field mapping.
Zuora Field Zuora RevPro Staging Field Input Value Label Input Value Type Description

Tenant Name or Entity Display Name

 

Business Unit Business Unit Character

This field is used to set application context for multiple organization customers in Zuora RevPro.

This should be populated with the name of the tenant. If you have the Multi-entity feature enabled, it is populated with the entity display name.

Tenant Name or Entity Name

 

 

Company Code Company Code Character

In general, this field is used to identify inter-company transactions.

This should be populated with the name of the tenant. If you have the Multi-entity feature enabled, it is populated with the entity name.

Account Number Customer ID Customer Id Character

This field is a unique ID for a customer from the source that is used to track customer accounts in RevPro.

Account Name

 

Customer Name Customer Name Character

This field is a unique ID for a customer from the source that is used to identify customer accounts by name in Zuora RevPro.

Not Available Contract Number Contract Number Character

This field is a unique identifier to track contracts in Zuora RevPro.

This should optionally be populated with any custom field from Zuora, which represents the contract number.

Home Currency

Func Curr Functional Currency Character

This field refers to the main currency used by Business unit.

If you have the Currency Conversion feature enabled, this is the home currency you set. If you do not have this feature enabled, this is the currency used in your invoices.

Home Currency Exchange Rate

 

Func Ex Rate Functional Currency Fx Rate Number

This field is used to derive amount in functional currency based on the transaction amount.

Account Currency Tx Curr Transaction Currency Character

This field is used to identify the transaction currency for every transaction in RevPro.

Home Currency Exchange Rate Global Ex Rate Global Currency Fx Rate Number

This field is used to derive amount in functional currency based on the transaction amount.

Rate Plan Charge Name

 

Line Item Num Line Item Number Character

This field is used to uniquely identify a line item in an order.

Product Name Product Line Product Line Character This field is used to capture the product name from Zuora Product Catalog.
Not Available Product Category Product Category Character This field is used to capture Subclassifications of the Products being sold by a customer.
Not Available Product Class Product Class Character This field is used to capture Classifications of the products being sold by customer
Not Available Product Family Product Family Character This field is used to capture Grouping of the Products being sold by customer
Not Available SSP Eligible Flag SSP Eligible Flag Character This field is used to identify if the transaction needs to be included in SSP analyser.
Not Available Right To Bill Flag Right To Bill Flag Character If this field is set to Y and revenue is recognized before billing, RevPro will consider the revenue as Contract Asset. If this field is set to N and revenue is recognized before billing, RevPRo will consider the revenue as unbilled AR.

Rate Plan Charge Number

 

SO Line Sales Order Line Character

This is used to identify the subscription charge in RevPro.

The concatenated values of:

  • Order Number
  • Rate Plan Charge Number
  • Order Action ID
  • Order Item ID
Sales Order Line ID Sales Order Line Id Character

This value should be unique and is used to identify each order line in a contract.

Order Number

 

SO Num Sales Order Number Character This field is used to identify a sales order or subscription in RevPro.

Invoice Item ID

 

Invoice Line Num Invoice Line Number Character This field is an additional invoice item identifier under an invoice.

The concatenated values of:

  • Invoice Item Id
  • Order Number
  • Order Action Id
  • Order Iterm Id
Invoice Line ID Invoice Line Id Character This value should be unique and is used to identify each invoice line under an invoice.

Invoice Number

 

Invoice Num Invoice Number Character This is used to identify an invoice number and its corresponding items in RevPro.

Sales representative associated with this account

Salesrep Name SalesRep Name Character This field is used to capture the sales representative name for every transaction.
Not Available Tran Type Transaction Type Character The value of this field in the upload file should be set as INV. This is used to identify if the transaction is a SalesOrder or Invoice in RevPro.
Contract Liability Account of the Product Rate Plan Charge Deferred Segments Deferred Revenue Segments Character This field is to create deferred revenue entries using these segments within RevPro.
Recognized Revenue Account of Product Rate Plan Charge Revenue Segments Revenue Segments Character This field is to create revenue entries using these segments within RevPro.
Not Available Allocation Eligible Flag Allocation Eligible Flag Character The value of this field needs to be set to Y if the sales order line needs to participate in Allocation.

Invoice Date

 

Invoice Date Invoice Date Date This field is the invoice date and it is used to collect data into RevPro based on the current open period in RevPro.

Order Date

 

SO Date Sales Order Date Date This field is used to derive SSP values or passed back to GL as the exchange rate date for SO level accounting entries.
Not Available Ext List Price Extended List Price Number This value is used if SSP is percentage based on list price.

Invoice Item Breakdown Amount

 

Ext Sell Price Extended Selling Price Number

This field specifies an item amount of an invoice that is broken down by orders. You can get the amount by making a call to REST Get breakdown of invoice by order.

Invoice Item Quantity

 

Invoice Qty Invoice Quantity Number This field is used to capture the number of quantity invoiced for the given invoice line.
Not Available Ordered Qty Ordered Quantity Number This field is used to capture the number of quantity ordered for the sales order line.

Invoice Item Service Start Date

 

Revenue Start Date Revenue Start Date Date This is used to identify the date from which the Revenue Amortization to start.

Invoice Item Service End Date

 

Revenue End Date Revenue End Date Date This is used to identify the date from which the Revenue Amortization to end.
Charge number that the associated discount is applied to Parent Sales Order Line Parent Charge Number Character

This field is used if a discount invoice item.

It indicates the original charge number that this discount is applied to.

Subscription number Subscription Number Subscription Number Character This is used to capture the subscription number in Zuora.
Subscription Version Subscription Version Subscription Version Character This is used to capture the subscription version when the debit memo is created.
Last modified

Tags

Classifications

(not set)