Admin & Settings Ideas

Madalina

We are using multi-entity in Zuora, so we are normally having an user created on the top node and then from there we have provided ourselves access to the sub-entities. In Connect, we have created 3 logins, one for each environment that we are having (Development, Acceptance -which are on Sandbox and Production) using the users that we are using in Zuora's interface, created on the top node. The problem is that we are having a lot of issues when we want to add a new app for a certain sub-entity (as for ex. Workflow or Promo Codes). I have enabled Promo codes for a sub-entity (Admincontrol: https://www.screencast.com/t/V1GXFYQ5PZ), but since my user was created on the top node, the rate plans from the sub-entity (Admincontrol) weren't available, because it tried to fetch the product catalog from the top node entity and this isn't the only use case that we had. As a workaround, the guys from support told me to create a new user in Zuora directly on the desired sub-entity and then to create a new login in Connect using that user and everything will work fine, but this means that the hierarchy from Zuora doesn't work good with Connect and this is a bit painful for us, because we are having aprox. 20 sub-entities, which means that we need to create 20 different logins if we want to enable some Apps for those entities and for sure the number will increase. Is there any plan to make it work directly using our top-node login in Connect? Thank you,

Yoshihisa · ‎06-12-2019

When you use "BillRun.Batch" parameter in callout, the same value as displayed in the screen is returned from "BillRun.Batch". Therefore the value varies depending on the display language and custom name of the batch. We have a request from a customer that they would like to have a callout parameter which returns the same value of "Batch" field in "Get bill run" API so the value is not affected(not vary) by the display language or custom name of the batch. The purpose is that they would like to pass the value of "Batch"(which is not affected the display language or custom name of the batch) to the application which is called by callout.

roantondtt · ‎06-07-2019

Currently the aging bucket configuration is the unique for all system. But in our current customer the aging bucket depend on the customer type (public administration, wholesale accounts, retail...) I suggest to add a mandatory picklist field in the account entity, whose values are configurable in the billing configuration, to define the customer type. Then this new field will be a new parameter, a new liberty degree, in the configuration of aging buckets. There will be a single customer type by default, and will be selected by default in the aging configuration

roantondtt · ‎06-05-2019

I suggest that the label of custom fields is independent of the API name The custom fields will have a name and and API name, which will be linked like they are right now. But the label will be independent from the name. And the label will have multilanguage support. The english value for the label will be mandatory and the default one, and then the Zuora admin can set additional label values for the rest of languages supported by Zuora

klee34 · ‎05-24-2019

If I am not mistaken, when a Production Copy is done, all production data is copied. However, in the PCE, the Orders UI and the RevPro is not available. On the other hand, in the API sandbox environment, the Orders UI and RevPro is available, however, there is no Production data. So, how is one suppose to perform functional testing that exactly mirrors Production? It would be nice to have PCE with all functionality available. Thanks, Kevin

EmmaBrightpearl · ‎05-03-2019

When the 'Generate PDF' button is used in SFDC, it saves the generated quote to the Notes and Attachments related list. SFDC are deprecating the Notes and Attachments functionality soon. We need to be able to save the generated quote to SFDC 'Files' instead. This is urgent as we cannot proceed with moving our Org to Files, or even with moving our Org to Lightning (as it doesn't support Notes and Attachments properly) until you fix this. We have had to stop a major project to move to Files and Lightning because of this limitation.

Yoshihisa · ‎04-23-2019

If you set "Bill To Contact" in "To Email" and "All Account Contacts" in "CC Email", when email notification is sent, email address of "Bill To Contact" is included in CC as well as To. We have a request to implement the option to exclude "Bill To Contact" in "To Email" from "All Account Contacts" in "CC Email" so email address of "Bill To Contact" is only included in "To".

mmishra · ‎04-16-2019

Hi team, Recently submitted a query to export a list of all users that are SAML enabled. However, with the current export feature this is not possible and was asked to submit it as an idea. Could the team please look into giving ability to select all the user profile fields in the user exports? Thank you!

bharatmurthy · ‎04-16-2019

Scenario here is to migrate all the settings and configurations from one environment to other say, from sandbox to Performance testing environment. This could potentially include all the custom fields created under different objects and all the possible settings under Billing, Payment, Finance etc tabs. Currently these configurations and settings are performed manually across different environments. We are looking for a way to migrate these using some API calls if possible.

kshridhar · ‎04-11-2019

Hi, Today, the customer's account number field can't be modified after it has been set once. These days with strict data privacy laws, and for the GDPR data compliance, there are requirements to anonymize personal data for the inactive users. We do NOT use Zuora's automatically generated account numbers for our customers. We assign custom values to that field which includes customer's e-mail address and some other data. Since, account number is not editable, we are not completely able to anonymize user's personal info. If there is an API where in we will pass a new (unique) account number for an account, and the API will update old account number with new account number at all the places (subscription, invoices etc.), that would be helpful for such cases.

yuliya_papl · ‎03-27-2019

For the compliance reasons we should be able to see the number of users created in Zuora tenant. At the moment it is not possible to see this number in UI, or when generating All Users List Export , or make an API call.

tatyana · ‎02-26-2019

The setting is not easily comprehended because of its double negative nature. It would be easier to understand if it said "Send $0 items to external tax engines", so when answering Yes/No it would be very clear. thanks!

blee · ‎01-30-2019

If a user is logged into Zuora UI under an entity, trying to access a link to a Customer Account in another entity does not work (as there is no direct or indirect way to specify an entity with just a URL to a customer account). This is the case even if the user has access to both entities. Request: Allow for some direct or indirect way to access Customer Accounts/objects/etc in other entities without having to explicitly switch over to the other entity first.

cdelrosario · ‎01-17-2019

Please add an option in Hosted Payment pages admin to allow cloning of an existing page. We have a few to create so will be easier and less error prone if we have a clone or copy facility.

Ratnali · ‎01-16-2019

We are unable to deactivate the users who are in pending activation. As of now we just have one solution to replace the work email ID with something ID for which we have the access to first activate the account and then deactivate. This is very tedious task and cannot be followed for the large number of users. As an admin we should be able to delete, deactivate or activate the account.

klee34 · ‎01-15-2019

Hello, We are trying to prevent certain users from accessing certain areas, even for View Only purposes, such as Billing or Payments. However, we have been told that this currently is not possible. it would be nice if this was possible. Thanks, Kevin

hbruzus · ‎01-14-2019

We download DiscountPercentage, Price and DiscountAmount from Zuora every day by making API call using queries shown under ZuoraSSQL As we can’t use any filer (an example WHERE UpdatedDate > '2018-12-03T12:30:33-0700') in the query entire file is downloaded, and then we have to upload big files. It would be nice to put filter in the Query so that we could download less amount changed data only. Would it be possible to incorporate the filter so that our package would only down load changed data instead of entire file. As is an example of filter query: SELECT RatePlanCharge.Id, Invoice.Id, InvoiceItem.* FROM InvoiceItem WHERE UpdatedDate > '2018-12-03T12:30:33-0700' Thanks!

klee34 · ‎01-14-2019

We have currently implemented Orders and would like to control the ability to impact Orders. However, there are no permissions available for Orders under User Roles. Can this be implemented? Thanks, Kevin

mgartner · ‎01-10-2019

There should be an API endpoint that can charge a specific customer's endpoint for the full amount, with having to only provide the invoice ID. The endpoint could be `POST /v1/invoices/payments` and it would charge the invoice for the full amount. This would be much simpler than using the `POST /v1/payments` endpoint, because that endpoint requires the most tedious minutia in the request body just to charge an invoice. For example, it requires you to provide the amount you want to charge, and the break down of the amount for each line item in the invoice. All that information is already available on Zuora's side, so there is no need to make the API users provide it. It makes integration unnecessarily complicated.

mgartner · ‎01-10-2019

Use Case: Displaying invoice PDFs to our customers Because accessing Zuora PDFs requires secret credentials, we can't give the links out to our users. Instead we have to create our own HTTP endpoint which can download the Zuora PDF with secret credentials and pipe the content back to our customers. We have to follow the guidance here: https://community.zuora.com/t5/API/How-to-get-invoice-PDF-and-display-to-user/m-p/15549/highlight/true#M710 This means we have to build: 1. Our own PDF endpoint to handle talking to Zuora's PDF endpoint 2. Front-end logic to access this PDF endpoint, and for security this cannot be just an HTML anchor tag. We have to write javascript code to download the PDF from our server and open it in a new tab. Solution: If Zuora's PDF URLs were signed links with expirations, we could simply give those URLs out to our customers, and have nothing additional to build. This would save us a significant amount of time during integration.

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Admin & Settings Ideas

Multi-entity in Zuora not compatible with Connect

Callout parameter of "BillRun Batch" which is not affected by the display language or custom name

More flexible aging bucket configuration

Make the label of custom fields independent of the API name

Zuora's Tenant Refresh Process

Save quotes to Files in SFDC, not Notes & Attachments

Option to exclude "Bill To Contact" in "To Email" from "All Account Contacts" in "CC Email"

Add ability to select fields to download in a user report

API to migrate custom field and entity settings

API to update Customer's "Account Number" field

Export Number of Users

Change wording on "Do not send $0 items to external tax engines" billing setting

Request: Links to Customer Accounts in specific entities with Multi-Entity enabled

Allow Hosted Payment pages to be cloned

User Deactivation

Prevent User Access to a Specific Area

Filtering by UpdatedDate API

Access Control for Orders

Make it easy to charge a specific invoice

Provide signed links for PDFs and files

Reset All Passwords Next To Add User Button - Insa...

Support new REST API in Production Copy (Services)...

API Idea: Please support OAUTH