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Upload transactions

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Upload transactions

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In Zuora Revenue, you can manually upload the transaction lines as data files without any dependency on upstream integration.

Different transaction types required different mandatory fields in the uploaded file. For more information, see Mandatory fields of transactions.

Prerequisites

Before the transaction data is uploaded, you must configure an RC grouping template to define how to form the revenue contract and assign the SSP hierarchy. For more information, see Create RC grouping template.

Procedure

To upload transaction lines, complete the following steps: 

  1. Navigate to File Upload > Transactions/Cost.
  2. On the Transaction/Cost page, to add a template, click the New Template icon icon-add.png. The New Transaction Upload Template is displayed.
  3. In the Template Definition tab, provide the detailed template information:
    1. In the RC Grouping Rule field, select the appropriate RC grouping rule for the transactions that are to be uploaded.
    2. In the Name field, provide a unique name for the template. 
    3. Select the Enabled checkbox to enable the template.
    4. In the File Type field, select the appropriate format for the file to be uploaded. If the uploaded file is not in the specified format, an error message is displayed.
    5. If you select Text in the previous step, enter the separator between items in the Field Separator field.
    6. (Optional): In the Start Row field, enter the row number from which the actual data is inserted in the uploaded file. For example, if the first row is the heading row, enter 2 to indicate that the actual data starts from the second row.
    7. (Optional): In the Date Format field, select the date format for the upload file. If the date value format in the uploaded file is different from the template, an error message is displayed.
    8. (Optional): Specify whether review in the required by using the Is Review Required toggle switch.
  4. Click save-icon.png. The upload template is created.
  5. To customize the field mapping between the fields in the uploaded file and the fields in Zuora Revenue staging tables, click the Field Mapping tab to add a new custom field or edit an existing mapping. Refer to the following table for descriptions of each column in this tab.
    Column Name Description
    Seq

    The sequence number of the custom field in data mapping. The Seq value specifies the field mapping order. 

    You cannot edit the sequence numbers for the custom fields that are already used by the source data. It is recommended to check the sequence numbers for the standard fields in Standard Field Mapping.
    Staging Field Name

    The field name that is defined in Zuora Revenue staging tables. Zuora Revenue names the unused custom fields by concatenating the Rc Line Atr or Rc Line Num prefix and a number. For example, Rc Line Atr17.

    Do not use the following attributes when you define field mapping in the template because they are reserved for Billing - Revenue Integration:

    • Rc Line Atr41 - Rc Line Atr60
    • Rc Line Num14 - Rc Line Num15
    Input Value Label

    The label name of the custom field that you defined in Zuora Billing. You must enter the source object and the custom field label defined in Zuora Billing. You must keep the blank space in Zuora Billing object names and the custom fields.

    For example, to add the Subscription Owner custom field, which is defined on the Order Action object in Zuora Billing, specify OrderAction.Subscription Owner for the Input Value Label column.

    For information about how to obtain the exact custom field names in Zuora Billing, see Manage Custom Fields. For information about the Zuora Billing objects whose custom fields can be supported by Zuora Revenue, see Supported Zuora Custom Fields in Zuora Revenue.
    Input Value Type

    The data type of the custom field. Supported data types are as follows:

    • Character
    • Number
    • Date

    The Picklist data type of Zuora Billing cannot be supported by Zuora Revenue.
    Count Select the Count checkbox to count the number of lines that are uploaded.
    Sum Select the Sum checkbox to calculate the total value for a particular field.
  6. After the template is defined, save the changes and close the New Transaction Upload Template window. The template that you created is displayed in the Templates list on the Transactions/Cost page.
  7. To freeze the template for further changes, click the template line and then click Freeze icon freeze-icon.png.
  8. To download the template file, click the Download Template icon download-template-icon.png.
  9. Fill in your data in the downloaded template file and save the changes.

    If there is a negative value in the uploaded file, ensure that there is no blank space before and after the negative sign (-).

  10. To update the transaction file, Click the Upload icon upload-icon.png.
  11. In the File Upload window, select the local file and click Upload. A message is displayed indicating the upload is successful.

Starting from version 37.004.02.00, to remediate CSV injection software attack, ensure that no cells in the uploaded file begin with any of the following characters:

  • Equal sign (=)
  • Plus (+)
  • At (@)

During file upload, use the ENABLE_CSV_DATA_SANITIZATION profile to specify how to handle the file that has these special characters as a starting character in any cell. Valid values for this profile include the following:

  • BLOCK: The file will be blocked if any cell begins with the above special characters.
  • SANITIZE: The above special characters will be removed if any cell begins with them. Then, the file can be processed by the system.
  • RAW: The file can flow into the system as it is even if there is a potential security risk.

Result

The uploaded file status is displayed in the Uploaded Files section on the Transactions/Cost page with the following information:

  • File Name: Name of the uploaded file.
  • Status: The status of the uploaded file.
  • Message: The number of successes and failures that occur during the file upload.
  • Next Action: The next action is enabled only after the file is successfully uploaded. When you click the Next Action icon icon-in-operator.png, the data collection process is started.

    Only the data that falls into the current open period will be collected by Zuora Revenue.

  • RC Batch: The batch ID that is generated and the batch status. The batch status can be one of the following: 
    • Data Collected (when data is collected successfully)
    • Warning (when there is any mismatch in the data)
    • No Data Found (when the uploaded file does not have any eligible data)

What to do next

Depending on the file upload status and the data collection status, you can do the following things in the Uploaded Files section:

  • If errors occur during the file upload, hover the mouse over the line and click the View Log icon icon-view-log.png to check the logged errors.
  • After the file upload is successful, to view the file data and summary, hover the mouse over the line and click the View Uploaded File Data and Summary icon icon-view-file-data.png . The Uploaded File Data and Summary window is displayed listing the number of records uploaded, the batch IDs, and the file details.
  • After the data collection process completes, the RC batch status is changed to Data Collected. To view the revenue contracts that are associated with the uploaded file, click the View RC Data icon icon-view.png. The View Revenue Contracts page is opened to show the book name and the relevant RC details.