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On May 16th, the Zuora Community was joined by Senior Director of Product Management Nikki Wong who shared some common use cases for Zuora Revenue Variable considerations along with a Revenue Tool Tip on Reporting - Historical Waterfall (Actuals). View Presentation | Watch Video Revenue Tool Tip: Reporting - Historical Waterfall (Actuals) Watch video to learn more This tool tip introduces ​​an enhancement on release on our waterfall. Waterfall Type Revenue, Billed Revenue, Unbilled Revenue Adjustments, Contract Impairment (with release 37.017.01) Net Revenue Waterfall Types ...
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On May 7th, the Community was joined by Zuora Sr. Product Manager Prachi Bhatia who demonstrated integrating Git with Zuora Deployment Manager. Application Lifecycle Management (ALM) is more than development of code, it is about making decisions about the application, development, deployments, testing and maintenance of the application. It's about the process and tools. Zuora offers a complete framework of tools that are designed to support your development team for developing, deploying and testing. View Presentation | View Full Recording Application Lifecycle Management Watch video to learn more Application Lifecycle Management ...
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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 after sharing some best practices from questions asked before the session in the Zuora Administrators group. View Presentation | Watch Full Video Things to Do After Onboarding to OneID Watch video to learn more Do not worry about your existing login, you will have access to your existing credentials for your tenants until August 1st. Your new OneID account will be an additional login to your Zuora applications. ...
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In today’s landscape, complexity makes systems rigid, creating challenges like having logic and orchestration being coded outside of Zuora, increased frustration due to long builders, and inflexible solutions and heavy maintenance inhibiting innovating and modernizing your organization. With Logic Layer, we will enable Admins and Devs to own business decisions and logic directly in Zuora. Learn more . On April 25th, we were joined by @Ishir Vasavada , Technical Product Manager, Data Management Services and @Karnbir Singh , Senior Product Manager who gave overviews and demonstrations of this new feature. View Presentation | Watch Full Video ...
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HubSpot is a CRM and CPQ that is gaining momentum in the market. This connector helps complete business processes from HubSpot in Zuora to provide your business the subscription backend along with auditing, compliance and revenue capabilities. On April 10th, we were joined by Associate Product Manager Sheetal Prakash who gave an overview of the connector along with a demonstration. Watch full video | View presentation Hubspot Connector Overview Watch video to learn more Zuora’s Billing connector to Hubspot allows customers to complete business processes by creating Zuora Subscriptions, orders, invoices, payments ...
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When it comes to Zuora Revenue reporting, there is a lot of information to cover which is why we decided to devote two Table Talk sessions to this topic. In February our first Revenue reporting session covered reporting best practices, revenue reporting and journal entries along with some examples. In this second session, we dive deeper into journal entries, diagnosing problems with reports using journal entries, and the Close Process Dashboard. Watch full video | View presentation Zuora Revenue Reporting Best Practices Watch video to learn more Feature Recommendation Benefits ...
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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 after a brief discussion on the 2-step OneID migration process . Office Hour Questions What is the date this will be the required log in process for the Sandbox and Production accounts? How will it sync to one username and password? What is the impact on the integration user? An org might have shadow resources for a project who use credentials of client facing resources for sandboxes only. After OneID, ...
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At our Revenue Table Talk on March 14th, Senior Director of Product Management Nikki Wong shared some common use cases for Zuora Revenue variable considerations. She also shared a Revenue Tool Tip on stage validation which is reviewing the data before we process it to avoid it being “stuck in stage”. View Presentation | Watch Full Video Revenue Tool Tip: Stage Validation Watch to Learn More While data is being processed in Zuora Revenue, the system will validate the data based on the set of rules. If the transaction fails to pass the rules, it will be “stuck in stage”, where Zuora Revenue will stop processing the translation with ...
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On March 26th, Principal Product Manager, Bharath Marimuthu held a Table Talk on Zuora Protect - our comprehensive suite of security features designed to enhance data protection, privacy, and compliance capabilities within Zuora. It provides your organization with advanced tools to safeguard sensitive information, prevent unauthorized access, and maintain the integrity of your data. View Presentation | Watch Full Video Enterprise-Grade Security for All Zuora Customers Watch video to learn more There already exists enterprise-grade security for all customers within Zuora’s core as a security operations center and for incident response. ...
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Zuora Warehouse and Data Connectors are specialized tools designed for seamless integration and data transfer, contributing to efficient data management and analytics within your organization. At our March 20th Table Talk, we were joined by product manager Sanjana Balakrishnan who gave an overview of each along with two demonstrations on Data Warehouse and the Snowflake connector. View Presentation | Watch Full Video Zuora Warehouse and Zuora Data Connectors Zuora Warehouse Watch video to learn more Zuora Warehouse is an elastically scalable data warehouse service that enables high-performance queries on unlimited data ...
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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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