Blogs

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As part of our ongoing support of our upcoming legacy login deprecation , we are holding monthly OneID office hours with Principal Product Manager, Bharath Marimuthu who was on-hand to answer questions. Watch full video 2-Step Migration to OneID Watch video to learn more Migrating to OneID is a 2-step process where you can continue using your tenant with OneID login in just a few minutes: Importing user roles - from Billing or Revenue - from your Zuora tenant Importing user accounts into OneID. OneID migration grace periods: Billing migration - Billing tenants are accessible with your local credentials for 90 days. Revenue ...
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As the business landscape evolves, organizations strive to not only grow but also ensure their progress aligns with industry standards. In this journey of growth and optimization, businesses often find themselves seeking reassurance that they are on the right track, following best practices, and making informed decisions. This is where benchmarks play a crucial role. In the dynamic world of the Subscription Economy®, where agility, efficiency, and innovation are paramount, benchmarking becomes even more essential. It enables businesses to gauge their performance, identify areas for improvement, and compare themselves against their peers. It's not just about ...
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On February 8th, Nikki Wong, Sr. Director of Product Management and Vivek Ganesan, Sr. Product Manager held a Community Table Talk where they shared their best practices for Zuora Revenue reports, and journal entries. Nikki also included a few practice examples to demonstrate the reporting concepts. Review: Presentation | Full Video Revenue Tool Tip: Implication of Delink Method Watch video to learn more The Delink Method will contribute to allocation impact, especially if you are delinking an RC that is in revision period. Options: Delink By RC - this will allow the system to retain the accounting result and history of the RC ...
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Last week, we announced that on August 1, 2024 we are deprecating legacy authentication methods for all Zuora applications and environments. To shed more light on this update, the Community hosted a Table Talk with Principal Product Manager, Bharath Marimuthu who shared why we are deprecating the legacy logins and was on-hand to answer questions. Operational Overhead Of Tenant-Based Logins Watch video to learn more To update our security and authorization, we are upgrading to an organization-based login to reduce the following challenges that come with tenant-based login: Complexity of User Management - Managing user accounts and ...
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On January 10th, the Zuora Community hosted a Table Talk with product manager, @Megan Aaron who shared an overview of Payment Profiles, the modernized replacement to Zuora Collections’ Advanced Payment Manager functionality. Payment Profiles enables payment flexibility for your subscribers where payment methods and gateways can be associated with subscriptions instead of accounts. Payment Profiles will be part of Zuora’s payment operations and accessible to all customers by the end of the quarter. Leverage Advanced Payment Orchestration to Achieve Faster Time to Value In a changing payments landscape, versatility of payment operations is critical in ...
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On January 9th, the Zuora Community was joined by the Revenue Product Management team as they shared the latest features from the 37.016.00 release which included enhancements to the consumption report, schedule job parameter, and reporting. ⇒ If you missed the session or wish to rewatch it, review the presentation slides here and the full session video below. What’s New in the 37.016.00 Zuora Revenue Release Consumption Report Enhancements Learn More: Video Consumption events report now provides insight into revenue segment, transaction date, sub product charge number, and type. Use Case Learn More: Video ...
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When it comes to foreign exchange management in Zuora Revenue, there’s a lot of ground to cover which is why we had two sessions - one in September and another in November 2023 - to ensure that we devoted our time to each topic. If you missed our September Foreign Exchange Management session where we talked about sales orders, invoices and credit memos, you can review it here . For our November workshop, Sr. Director of Product Management in Revenue Nikki Wong shared a tool tip on Zuora Revenue's Period Close Template which is where your close process is going through. This template is self-configurable and there are other programs or you can enter ...
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On December 14th, the Zuora Community hosted a product session with Shakir Karim, VP of Product Management where he highlighted 4 powerful Events and Notifications features you should be leveraging in Zuora and also gave a sneak preview of Zuora’s new email template experiences. Through Zuora’s shared events and notifications service, application owners don’t need to build their own events framework or notification service. Rather, we send notifications via email or webhooks for Standard Events - Out of box events, default templates, and is a seeded notification Custom Events - Triggered based on create, update and delete of records and is a ...
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On December 7th, the Zuora Community hosted a product session with Ishir Vasavada, Technical Product Manager on Custom Functions on Zuora objects that included a demonstration of the new features. ⇒ Review the presentation here Custom Validations and Formulas Watch video to learn more Functions empower users to create custom data validations, automate field calculations, and more. They are critical to enhancing data integrity, and resource efficiency and support complex business logic. These serve as a key building block of the Zuora Extension Studio. As part of our initial release, there are two types of supported functions: Validations ...
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On January 28, 2021 we had our second Table Talks on How to Make the Most of the Zuora Central Sandbox hosted by the Zuora Community with Kenta Tomura Sr. Solutions Architect Caleb Saunders, Sr. Customer Success Architect Andrew Keith, Sr. Application Support Engineer Matt Colangelo, Sr. Customer Success Manager Our AM and PM sessions followed our Zuora Central Sandbox Webcast on January 26th and they were geared towards answering customer questions in an interactive settings. Below is our presentation, recordings, and questions. Learn More View Presentation [Playlist] How to ...
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On December 6th, the Zuora Community hosted a product demo session with Bharath Marimuthu, Principal Product Manager where he provided a brief overview of OneID before diving into his demonstration . ⇒ View the presentation here OneID User Groups Watch video to learn more User groups in Zuora are a foundational element in access management, offering efficiency, consistency, and scalability: Supports Segregation of Duties Enhanced Security Streamlined Deprovisioning Facilitates Auditing and Compliance Consistent Permissions Ease of Updates Simplified Access Control Scalability Efficient Role Assignment Flexibility in ...
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Zuora Reporting provides a comprehensive view into the financial and operational health of your subscription business. Here are 4 tools recommended by Zuora's Managed Services team to help gather metrics to help you make strategic decisions and gain insight into your system health. Learn more about each tool by clicking on the video icon to watch the session recording. 1. Data Query With the flexibility of SQL, you can use a single data query to retrieve data from multiple objects that have not been pre-joined by Zuora. 2. Analytics Analytics provides a pre-computed library of essential subscription ...
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Zuora Managed Services provides an operationalized service to manage your Zuora installation by overseeing day-to-day activity, monitoring Zuora processes, and addressing issues that surface. The team of 20+ members works with other back-end Zuora teams as needed in response to production issues. ⇒ Click on the video icons to learn more What We Do Availability 24/7/365 Team of Teams to collaborate with support, product specialists, application support engineers, and subject matter experts to optimize service Collaboration as an extension of your IT/financial team Monitoring, alerting and incident management ...
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At our November 7th Table Talk, we were joined by product managers Aparna Unnithan, Prachi Bhatia, and Karn Singh who gave an overview of Application Lifecycle Management and best practices to CI/CD. Part of our deploy-faster initiative is investing in a full suite of tools to help your IT team to improve testing and deployment agility: Application Lifecycle Management Data Management Tenant Management Support Management Application Lifecycle Management Watch Video Application Lifecycle Managemen t allows you to manage your users, data, and environments to ensure testing agility and ease of deployments.Part ...
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Imagine this: You're a finance leader at a fast-growing SaaS company. It's Monday morning, you're sipping your coffee, and you're faced with a dilemma. You need to compare this quarter's MRR (Monthly Recurring Revenue) with the same quarter from last year to evaluate performance. Normally, you'd open multiple tabs, run complex queries, or even wait for the analytics team to get back to you. Not anymore. With AskZuora, you simply type in your question and get your answer. We've been working tirelessly behind the scenes to take the power of Zuora's analytics capabilities and make it even more accessible, intuitive, and user-friendly. That's how AskZuora was ...
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Strengthen your Zuora foundation with best practice checklists from the Community, Knowledge Center, and Self Service Solutions so that you can confidently use Zuora. This checklist focuses on the Year-End Close Process in Zuora Billing where the goal is to update all transactions for the affected term to reflect the desired accounting codes. This best practice checklist walks through each step from video shorts from October 2023’s Finance workshop Preparing for Year-End Close in Zuora Billing . What you’ll learn: Overview: Year-End Close Prerequisite: Restate Accounting Codes In Zuora To Align To Your Gl Chart ...
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Strengthen your Zuora foundation with best practices from the Community, Knowledge Center, and Self Service Solutions so that you can confidently use Zuora. This checklist focuses on Zuora Community Engagement Basics starting with navigating community groups to adjusting your email subscriptions and following contributions of other members. Engage With the Others Without Writing a Single Post Community Groups are where product conversations happen and you can still be a part of it just by reading content and clicking links. From the homepage, there are different paths you can follow to get started. □ Read a discussion post or blog article ...
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Zuora OneID, hosted on one.zuora.com, is a centralized User Identity and Access Management service that helps you manage user access and provisioning across Zuora tenants in your organization. You can use Zuora OneID as a single entry point to access different Zuora tenants with one click. On October 24th, Senior Product Manager @Bharath Marimuthu joined us at our Community Table Talk where he gave an introduction to OneID as well as the following: Onboarding Process Identity Federation User Groups OneID with Revenue OneID Roadmap Learn more from the presentation and video below . Introduction to OneID | Watch Video Zuora OneID is ...
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This October, our Workflow workshop was focused on demonstrations and answering your questions which included a demonstration on Workflow types and sharing how to use Workflows to monitor, control, and report your Zuora processes. Workflow Types (Video) Before building a workflow, a best practice is to think more about your scenarios and map out end-to-end what you’d like to achieve. The first step is to leverage Workflow Types which will help you plan your use cases and build more efficient and optimized workflows. In the past, we discovered that users who didn’t dedicate time mapping out their scenario and added a Workflow into production, found themselves ...
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We’re excited to share with you what’s new in our latest Zuora Revenue Release including Restyling of the Zuora Revenue Profile Menu UX Enhancements Schedule Jobs Submission Revenue Sync Page Filters Reporting Update - Current Period Summarization Job Phase Out New Data Query With Cross Joins Best Practice Tool Tip: Post Summarize Data Before diving into the enhancements, Senior Product Managers Vivek Ganesan and Ramesh Mettupalayam Sadasivamoorthy shared a Revenue best practice tool tip on Current Period Post Summarize Data. One would normally see this particular job in your period close template and it may also be a part ...
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