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In our most recent Revenue Table Talk, we covered how OneID and the Workday GL Connector play a pivotal role in revolutionizing your Zuora Revenue operations. 

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Zuora and Workday Partnership

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The partnership between Zuora and Workday is a cornerstone for seamless end-to-end order-to-cash (OTC) processes across multiple business verticals. Zuora for Workday Financials offers an integrated suite designed for high-scale, sophisticated management across all business models, enabling complex order-to-revenue processes, advanced monetization, and comprehensive revenue management for physical, digital, and service-based offerings.

Why Zuora + Workday?

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1. Grow and launch new complex business models 
• Tailor pricing
 & packaging for every business model
• Move fast with usage billing and metering with Zuora for Consumption
• Meter data for usage pricing regardless of your billing system with Togai
2. Scale seamless end-to-end OTC processes
• Manage orders with subscriptions, usage & physical items with Zuora Billing
• Accept Payments worldwide with Zuora Payments
• Manage the money your customers owe you with Zuora AR
3. Close the books in time with continuous reconciliation
• Recognize revenue for any business model with Zuora Revenue
• Deploy Zuora Connector for Workday Financials to seamlessly integrate Zuora with Workday Financials
4. Maximize agility across your technology ecosystem
• Connect anything with Zuora Integration Hub
• Enable real-time data synchronization with Zuora Analytics
• Future proof your business operations with Zuora Reporting 

Zuora ERP Connectors are purpose-built, native integrations designed to work seamlessly with major ERPs like Microsoft Dynamics, Netsuite, and Workday, with future plans to support Oracle and SAP. 

These connectors offer faster time to value, reducing integration time from days to just minutes. Our low code/no code integration setup can be completed in as little as one hour, eliminating the need for extensive IT involvement. This not only minimizes errors but also simplifies the entire revenue recognition process.

Zuora Revenue GL Connector for Workday Financials

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The Zuora Revenue GL built-in connector for Workday Financials to simplify the data integration between Zuora Revenue and Workday Financial Accounting so that you can go live faster. It automates the posting of revenue journals by completely eliminating the repetitive manual efforts thereby avoiding the human touch points on the critical accounting data. And you can get your connector up and running in a few hours!

Benefits include:

• Self-Serve Configuration UI from Integration Hub
• API based Integration (No File based Import)
• Summary Logs & Email Notifications
•  Run On-Demand/Schedule
• Summary & Detailed Posting
• User defined flexible field mapping

Zuora Revenue GL Connector Use Cases

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The connector posts accounting journal entries from Zuora Revenue to Workday Financials.

Use Case #1 - Summary & Detailed Posting to WD Financials

• Ability to post Summarized or Detail journals (up to 2.5M Journal Entries)

Use Case #2 - Multi-Company/Multi-Org

• Ability to post Journals(Revenue and MJEs) for Multiple Companies with Multi-currency Revenue accounting entries 

Zuora Connector Marketplace

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• Central Integration Hub - One stop shop for all Zuora Connectors
• Pre Built Native Connectors - Easily configure, maintain and implement any native connector of your choice 

Configuration and Execution Steps: WD GL Connector

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Configure Authentication

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Enter Workday Authentication Details 

• User Name
• Password
• Workday Web Service URL

 Enter Revenue Authentication Details 

•  User Name 
•  Password
•  Role & Client Name
• Revenue Tenant Host URL

Test Connection for Validating Authentication

Active/De-Active Integration

Configuration Email Notifications

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• Enable/Disable Email Notifications
• Default Upon on Failure
• Granular select for Warnings / Success
• Add Email Recipients

Setup Field Mapping

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• Provides Flexible Field Mapping
• The Object for Source Picklist is Zuora Revenue GL Interface
• The Object for Target Picklist is Workday Journal Object
• User can dynamically refresh the field metadata when the fields in Source object are added/deleted
• Supports Standard Journal Object from Workday
• Support mapping to Standard and custom Worktags to Workday Journal

Revenue Interface Setup

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The List of Fields in Source Picklist for GL connector comes from GL Interface Setup in Revenue

• Setup the Revenue GL Interface with WorkTag References and Custom Worktags
• Enable GroupBy to group and split the accounting journals 

Revenue GL Object as Source Fields

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Setup Execution Mode

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On-Demand

•  Run Now / On-Demand 

Schedule 

•  Minutely
•  Hourly
•  Daily
•  Weekly
•  Monthly
•  Yearly

Note: Connectors support both On-Demand and Scheduled Execution

• Provides a list of historical executions. 
• Ability to download the summary logs

Manual Execution via Transfer Accounting UI

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• Trigger GL connector on the Transfer Accounting Batch
• A New Status “Posting In Progress” is introduced for Transfer Accounting Batch. 

Note: This intermediate status applies only when the GL connector is enabled and triggered

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Note: Batches prior to 37.17.05.0 must be regenerated in order to run GL connector 

Prerequisites

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Connector Onboarding

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Demonstration

Watch Demonstration Workday GL Connector

Zuora OneID 

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Zuora OneID is a robust Identity and Access management (IAM), an open platform designed to enhance security and streamline user access across various Zuora applications and services. It offers a comprehensive solution to integrate with any SSO/IDP system to manage employee identities and oversee their activities within Zuora environments, ensuring compliance with regulatory standards.

One ID unlocks complimentary features of Zuora Revenue 

• Close Process Dashboard
• Zuora Revenue Connectors
• Revenue Data Management
• New Manual Journal Entries 
• Zuora AI Support
• Zuora Co-Pilot
• In App Feedback

Zuora One ID - Unified User and Role Management

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• Access all Zuora products with your federated ID
• Simplified User provisioning with Groups
• Onboard and Offboard users seamlessly across Tenants
• SCIM Integration with existing IAM systems
• Aggregated data for Audit & Compliance
• Login once and access any Zuora application or service

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• Adopt Zuora OneID today. November 1st deadline is approaching soon
• Reach out to your CSM, AE and file support ticket to get started and join the weekly office Hours 

Revenue OneID Onboarding 

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Key points to understand of how OneID onboarding for Revenue tenants 

• The minimum version of Revenue for One ID onboarding is 37.018.0.0
• Reach out to your CSM, AE and file support ticket to get started. 
• Review all the users and roles of all your tenants before and after onboarding to One Zuora
• For OTR customers, Zuora strongly recommends to onboard both Billing and Revenue tenants
• The existing login URL will no longer be active after 1st November. 
• There is a new feature called App Switcher at the top left which shows the tenants to navigate one Revenue tenant to another. Only those tenants that User has access to, will be visible in the App Switcher.
• Currently Zuora OneID doesn’t support onboarding for API users (either Billing or Revenue). The existing API users /service accounts will continue to function in the same way currently.

Zuora Releases Switching to Quarterly Cadence

In Q4'2024, we will transition from monthly to quarterly product releases. By moving to a quarterly release cycle, we will be giving you more time to thoroughly review and refine new features and improvements in your Zuora environments. Additionally, quarterly releases not only allow us to provide more substantial and impactful updates, bringing you more value with each new version, but also gives you more time to plan for and adapt to new features and changes, ensuring a smoother transition and integration into your workflows.

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