Export / Import configuration

[rdeloach]

It would be most helpful to be able to export a tenant configuration to a file, like meta-data or similar, and have the ability to import it into a tenant.  There are 2 use cases for this: first, to back up and archive configurations to satisfy auditor requests to validate no unapproved configurations have changed.  Second, in ensuring environment integrity in API Sandboxes or Services tenants to your source/production tenant.

[lukasz]

This a great idea. We're actually looking to add Audit Trails to Zuora, which will satisfy the first reason for this. However, being able to compare configurations across different tenants would not be handled. We'll take this under consideration, thank you!

[yuri]

+1

please consider to expose an API that allows to export tenant configuration ASAP. 

Not much change on your side, but it would be really helful for clients to keep tenant configurations in sync.

[lukasz]

Hi yuri, we're definely looking to expand our API coverage to include the Zuora configuration settings. Stay tuned for more news here in a couple of months!

[yuri]

Great! thanks for the information @lukasz. Our team is looking forward to integrate with this API once it's live

[sourak]

Very excited to see this changed to UC.

[NickW]

+1

[msonsma]

Any news on the configuration API? It is promised multiple time but even in 2017 we are still spending a lot of time entering and duplicating settings and custom fields between sandbox and production environments. Our integration solutions use a huge number of custom fields and I can tell you that is a huge pain in the .... and an error prone process as the configuration UI is very unforgiven. ( if you forgot one field, you must deleted all the ones that follow in order to get the display order right ).

Same is true for the new reporting engine. Why not implement export & import reporting definitions from day one? Yes, a drag & drop interface is nice but again a pain when creating the same set of reports in multiple tenants.

[lukasz]

@msonsma, we're heads down getting this designed and implemented. We expect to definitely have this working in 2017, with interim releases throughout the year. We'll be providing updates as sets of the API's are released, with custom fields and user provisioning being the first to be tackled.