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Pulling customer subscription cost data into our website after checking customer login details

Pulling customer subscription cost data into our website after checking customer login details

I have been passed a project that requires me to build a webpage where the user:

 

  • Adds their Customer ID and Email address
  • On submission it sends them an email with a generic password created by us (that will need to then be returned and added to the users Zuora account) and a link to a new login page (RH)
  • This new page will be prepopulated with the Customer ID and password
  • On submission they will be prompted to update their password - this will update the users Zuora details (RH)
  • When loaded the following page will show the customers current monthly subscription cost (RH)
  • They will then have the opportunity to add additional subscriptions
  • The value will be multiplied by the current subscription cost showing the new additional monthly cost
  • THis will include a tick box with a disclaimer for us to change their direct debit
  • On final submission and email is sent to us as reference and the numbe rof new subscriptions are added to the current zuora account (RH)

 

I have marked the points above with (RH) - 'requires help' where I am unsure which API  and queries I need to feed the required user information to the Zuora database, extract the subscription data and reutrn the new subscription data to add to the database.

 

I am a web designer and developer for my company and have a lot of programming experience but Zuora is new to me and I have no knowledge of your API's, query structure or what secure conections are required.

 

Any help or guidance would be very much appreciated

 

Regards

 

Michael

3 REPLIES 3
Support SME

Re: Pulling customer subscription cost data into our website after checking customer login details

Hi @Michael-Mellon , let me provide you some guidance and clarifications regarding your questions:

 

  • On submission it sends them an email with a generic password created by us (that will need to then be returned and added to the users Zuora account) and a link to a new login page (RH)

These COULD be managed by using Custom Fields, however please keep in mind Zuora is not designed to store any passwords on Customer Account level (or on any other level than the actual Zuora login names), so this can be only stored in plain text fields, raising security concerns.

More on custom fields: http://knowledgecenter.zuora.com/CB_Billing/Billing_Settings/Manage_Custom_Fields_in_Zuora_Billing

 

  • This new page will be prepopulated with the Customer ID and password
  • On submission they will be prompted to update their password - this will update the users Zuora details (RH)

Again, this is not considered best practice as Zuora does not store any passwords. I can guide you to the update() article of our Knowledge Center that can be used for this purpose, but it's not suggested to try to store any external passwords in Zuora: 

 

http://knowledgecenter.zuora.com/DC_Developers/SOAP_API/E_SOAP_API_Calls/update_call

Parent article: http://knowledgecenter.zuora.com/DC_Developers/SOAP_API

 

  • When loaded the following page will show the customers current monthly subscription cost (RH)

This can be queried via SOAP or REST APIs:

 

http://knowledgecenter.zuora.com/DC_Developers/SOAP_API/E1_SOAP_API_Object_Reference/Subscription

https://www.zuora.com/developer/api-reference/

 

Please note that external webpage details are usually stored outside of Zuora, leaving us completely outside of the password / user management process.



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Re: Pulling customer subscription cost data into our website after checking customer login details

Hi Viktor,

 

Thank you so much for your detailed reply and the links supplied.

 

My main question then is that, would I need to set up something external then (a basic SQL database perhaps) that connects to my new web page in order to check a username and password our end?

 

Then if these details are correct, can connect to Zuora and extract the relevant subscription information required?

Zuora Alumni

Re: Pulling customer subscription cost data into our website after checking customer login details

Hi Michael-Mellon,

 

You mostly likely will need to setup something external on your end to manage user id and password.   

 

Once verification is done, you can query your customer subscription information and extract the necessary data for display...etc.

 

Robert



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