Admin & Settings Ideas

Master

API Idea: Please support OAUTH

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Oauth has only limited support in Zuora.

I would really like to have my script that accesses Zuora via API authenticate using OAUTH.

Pretty please, can we have this?

Also, perhaps there should be an ideas forum for API?

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We're currently starting to test OAuth access for all of our API's. I will provide an update in another month or so.

Partner

Enterprise readiness: One should be able to login to many Zuoras from one SSO

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In relation to: Cannot add new user to Zuora for SSO, as an Enterprise with more than one Zuora who has several (lots of) employees, of which there may be 50 or so Zuora users across our several Zuora tenants, we want to implement a mature SSO solution so that when a user moves, leaves or joins our business, we can revoke access for them in our Zuora tenant, we also want them to only have to remember one password.

Currently, unlike other enterprise solutions (Salesforce, replicon etc), Zuora doesn't not support that use case. Zuora should support this use case. How far away is this enterprise feature from being developed?

We need our users to just login to their Okta portal and pick the Zuora tenant they need access to at the time they need it.

Illustration of SSO

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okta
SSO

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Master

Let me add some labels (with my own urls) to the left hand menu

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We create custom documentation for various Finance processes in Zuora.

I would like to add links to these docs in my zuora instance.

Let us add labels to the menu and specify the urls ourselves.

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Hi @bolaurent, thank you for the idea! I don't think we want to move on this as a product feature, however as we now have the Connect Marketplace, I'd explore that as an opportunity to create an app that's a library of the docs you want to publish. To learn more about Connect Marketplace and apps, go here: https://www.zuora.com/connect/about-connect/

Community Manager

Require Audit Trail

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Feature Request: Require Audit Trail

Status: under evaluation

Reference Number: DE5826/PMT-876

Business Need:

There are business requirements that are looking for the ability to have an audit trail for all fields and records. The requirement is to have an audit trail on all

- Account fields (including all custom fields)
- Subscription Fields (including all custom fields)
- Contact Address Fields (including all custom fields)
- Settings changes
- Users' actions

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We are still sorting out the exact timing of this feature, but it will likely arrive in Q4 of 2016. I'll provide updates as the dates firm up.

Master

REST API response bug: "Success" vs "success"

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Some API calls return "Success" and some return "success". This is a bug.

Example of a response to REST create subscription:

{'reasons': [{'message': "Invalid parameter(s): 'SubscribeToRatePlans,InitialTerm,ContractEffectiveDate,OpportunityCloseDate_QT,Invoice,TermType,SubscriptionNumber,InvoiceSeparately,AccountKey,OpportunityName_QT'.", 'code': 53000021}], 'processId': 'F3738102E98FD4EC', 'success': False}

Example of a response to REST create account:

AssertionError: POST to /object/account/2c92a0ff5c5f948c015c616ec0655062 failed: b'{"Errors":[{"Code":"MISSING_REQUIRED_VALUE","Message":"Payment term and billing batch are required before account can be activated."}],"Success":false}\n'

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Scholar

Export / Import configuration

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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.

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Scholar

Contextual Help Links

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Hello All,

Is it possible to put help links with in the Zuora application which will take users to a relevant help topic (be it in knowledge center or custom help material).

For example in Salesforce we have help links under any tab. By default it takes users to help.salesforce.com but it can be overriden by creating a VF page with your own custom help material. In below screenshot, clicking the link will take user to help content for Products which can guide users how to create products, important fields to be filled in and so on.

Is it possible to do something similar in Zuora?

Thanks you!

Sumit

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@sumitbahukhandi, understand what you're asking for. We'll look into adding more of these capabilities as we continue revisiting our UI's, currently, this would be a very large task to undertake, so we'll likely go at this piecemeal over time.

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Master

Too many credentials!

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I have credentials associated with Zuora:

Community
Connect
Support
Subscribed
University

This is kind of a pain; how about a unified auth system?

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Hi @bolaurent, you're absolutely right, and we're working internally to provide a unified login capability across all Zuora properties. We just need a bit more time to get that done. Please bear with us for the time being!

Master

unified search in Zuora UI

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It's a significant source of friction that I can't search for an object until I click on that object name in the sidebar, then the search window on the right.

Please give us a unified search field, displayed on all UI pages in the same location, that searches all objects. So, for instance, if I enter "INV0000123" it gets me to an invoice, and if I enter "Foobar" it displays accounts and subscriptions named foobar*.

Also, if there is only a single hit (as for instance, "INV000123" would produce), then take me directly to the record.

Tutor

Ability to make a custom field unique

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We have a critical custom field (that represents the customer's unique database id in our systems) that should be unique. It would be very helpful if we could set the custom field in Zuora to be unique, such that Zuora would not allow us to create multple objects (in this case, Accounts) with the same custom field value.

Our use case: When the customer converts (enters payment information), we send that to Zuora directly from their browser via the REST API. Our system then receives a New Subscription callout notification if the conversion succeeds. This is probably very standard.

Then potential issue is that browsers cannot be considered 100% reliable. So it's possible we could send the Create Account REST call multiple times, even with various mitigations in our Javascript code. We can detect that this has already happened (indeed, every callout notification after the first would generate an error in our system that could be escalated). But it would be better if Zuora would just reject the redundant records.

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New Student

Support DKIM

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DKIM is mandatory for many secure email specifications. It would be very useful for us if Zuora supported this.

Scholar

Zuora Connect allows only 4 currencies to be activated at once

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Zuora Connect allows only 4 currencies to be activated at once. Increase number to 20. This will prevent having to split files and do multiple runs.

Thank you.

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Master

Give UI tabs useful names

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I typically have multiple tabs open to the UI. All the tabs have the same, not helpful, name.

I really want these tabs to be named with the record that is displayed (a product, an account, an invoice, etc).

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@bolaurent, you're right, this is not that helpful. Let's see what we can do.

Zuora SME

Allow a custom field lengths of 2k or 4k chars.

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Allow a custom field lengths of 2k or 4k chars.

Customers are finding they require custom fields that can hold more text.

Un-indexed custom fields, or additional notes or description fields of 2 to 4k characters are being requested.

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I'd love to hear what the use cases are for 2k or 4k fields. At some point, these are starting to be used as a data store, could the new Attachment feature be used for this instead? Please note that we're also looking into adding a concept of Notes that, similar to Attachemnts, could be entered on select Zuora objects (likely Account, Subscription, and Invoice).

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Savvy Scholar

Recycling Bin

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There are a couple of issues with the delete permissions, so this idea is a combination of a number of different ideas.

- By default delete permission are enabled in the "Standard Profiles", they should not be - giving delete permission should be a more active task by an administrator.

- Customising the default profiles is not possible, so you need to add a new profile to remove delete privledges.

- In an active system you then need to identify the users to change to this profile, unfortunately there is no report. So its a matter of clicking on each user and changing (easy to make a mistake)

- There is no way to remove the standard profile, so new users may get assigned to the wrong profile quite easily. (As this would be the detault option).

Ultimately it is very difficult to robustly control and remove delete permissions - to address this a couple of things need to be done:-

- make the default profile editable.

- remove delete capabilities from the out of the box profile.

Even with all of this, mistakes can happen, and ultimately there needs to be a capacility to un-delete mistakes (or even malicious actions) which could otherwise risk the survival of a business.

There really needs to be an un-delete capability or a recycling bin (simiar to salesforce) that would allow object that have been deleted to be restored.

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Master

Provide urls for all UI destinations

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I want to be able to create a report and share a clickable link to the report with my users.

I want to be able to share a link that opens the detail on a rateplancharge.

I want to be able to share a link that opens the detail on a productrateplancharge.

These patterns all work in Salesforce.com, but seem not to be possible in Zuora.

Master

Provide API for querying and setting all configuration

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I really want to be able to get at everything via API, and I want to be able to use the API to copy my configuration to another instance, or to back it up and roll it back.

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We're currently working on exposing all tenant settings via API. Current release target is second half of this year.

Scholar

Search from home screen

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It would be great if there could be a search field on an aggregated level. So that when being on a customer account page, I can search for a new customer without going back to the Customer Accounts view. So a search field next to settings/ help/ log out menus to save a few clicks

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Thank you for posting this, @sae, I'd like to see how many votes we can get for this. Also, would love to hear the use cases that a "Universal Search" would provide.

As to our plans, such "Universal Search" is in our backlog, but not currently a high priority, so there's no planned date for release at this time.

New Student

Support new REST API in Production Copy (Services) Environments

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Per Zuora Support Request #106568:

"I've discussed the issue with our Product team and at present, the new REST APIs are not yet supported in our Production copy environments."

Our engineering team(s) use production copy (services) environments as a staging environment for the purposes of development. Without support of the new REST API in services environments we will be unable to complete any work using the new Zuora REST API

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We're working on figuring how to add this in to the Services environments, more updates to follow.

Senior Tutor

Mention tenant ID in mail notification for Z360 sync

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At the moment we have about 10 customers who we administrate their Zuora/Salesforce environment for. We have configured Zuora to send out the Z360 sync notification (errors only) to our support e-mail address. However, because in the mail notification there is no mention of the tenant ID or the tenant name, we never know for which customer we have received an error notification and thus we don't know which Z360 sync fails.

Because of this we see sync errors normally way too late. We need to get those notifications with the associated tenant ID or name.

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@dirkjanvanvliet great idea! We'll look into adding this into all the administrative notifications, as I'm guessing this would be helpful for some there as well.