Admin & Settings Ideas

micdelara

Currently, the Update Order Action Trigger Dates API is only able to process 1 Order (albeit with support for multiple Subscriptions inside it). The signature of this API is: PUT https://rest.zuora.com/v1/orders/{orderNumber}/triggerDates Because the Order Number is part of the API endpoint, only 1 Order (Subscription) can be activated per call. In a scenario where an external system would need to update multiple Orders that have been previously created in "Pending Activation" status (Service Activation Date and/or Customer Acceptance Date has been intentionally left as blank), the external system currently would need to make multiple Update Order Action Trigger Dates API calls to activate each Order ISubscription). If we could have a bulkified version of Update Order Action Trigger Dates that MAYBE would look something like: PUT https://rest.zuora.com/v1/orders/triggerDates { "orders" : [ { "orderNumber" : "{order number}", "subscriptions" : [ { "orderActions" : { ... }, "subscriptionNumber" : "{subscription number}" } ] } ] ]

gauri · ‎08-05-2020

we need to be able to filter the credit memos by the source. but the API doesn't let you. Is it possible to have the Get Credit memos API accept the "source" as filterable query parameters? Having this filter will allow the workflow to filter the response payload than having to shift through the records via custom code. The other option was to use data query but the data query on the credit memo doesn't work well as it can not be joining to the Invoice object but can only be joined by the accountid. so whats the best way to sort the response from the GET credit memo api call? how can the api accept a filter such as - referredInvoiceId is not null ? https://www.zuora.com/developer/api-reference/#operation/GET_CreditMemos

Menelion · ‎07-31-2020

Hello, I would like to be able to get one invoice per its ID or invoice number. Nowadays we have the possibility to get all invoices per account in the Transactions API: /v1/transactions/invoices/accounts/{account-key} What I would like to have, is: /v1/transactions/invoices/{invoice-key} or /v1/invoices/{invoice-key} which would return the very same structure as each element of the array returned by /v1/transactions/invoices/accounts/{account-key}. I'm pretty sure it's quite easy to implement. Thanks.

cgresbrink · ‎07-22-2020

I am aware that you have an API that lets you get this data, but we have robust periodic job that uses AQuA to get delta/incremental data changes for 24+ objects to put in our cache to mirror Zuora. How come we have to build a separate process or job to get the Notification Email History? Can you please expose that Object via the AQuA API?

amandash · ‎06-26-2020

Currently, the Platform app is available in the Zuora UI only for users who are assigned with the 'Admin' and 'Standard' Platform Roles. The pain point here is that users who are assigned to a custom Platform Role and have access to tools like Data Query and Workflow, the Platform app is not visible in the Zuora UI and users can only access those tools via a unique url, which is extremely inconvenient.

lmadec · ‎03-10-2020

We notice quite long response time in Zuora in the search for Invoice and Subscription. Indeed, default search parameters are for thoses objects : - Field : All - Search type : Contains It could be faster if default search parameters were : - For Invoice : o Field : Invoice Number o Search type : Exact Match - For subscription : o Field : Subscription Number o Search type : Exact Match Search In Customer account is much faster, maybe because there’s no search type “contains”. We consider it would be a nice improvement for zuora to propose directly an exact match for invoice and subscription search. At least, it would be great to be able to save our own search settings. It would be a huge time saving. In addition, I'm led to think that the search on all the data performs by the users by default may certainly be an overload on the database and server.

MirelaMiculescu · ‎02-11-2020

Today if an entity is provisioned, it cannot be removed from the multi-entity hierarchy. We need the possibility to de-activate or delete provisioned entities that for some reasons were never used by us. Thank you!

tharney · ‎02-03-2020

It appears directly accessing Email History partially exists via url, however it does not accept an id in the url. It returns an error message. I feel as though it would relatively straight forward to implement and eliminate the necessity to access this information via the API. https://www.zuora.com/apps/CustomerAccount.do?method=viewEmailNotificationHistory&id=2c92a0ff64176cd401642501f72f1684

vgorkanti · ‎01-31-2020

According to support, currently there is no API which can retrieve the Zuora user details.We need to manually login to system and pull the user details if we want to verify. I am intrested in getting these details from API, which can simplyfy one of our usecase for reporting needs.

trevorvogt · ‎01-30-2020

Hello, it would be a great advantage to be able to set the date, time and numbering format independently from the language setting (locale). We, for example, are based in Switzerland, which has a very specific numbering format (123'456'789.00) and we use (;) as a standard list separator for CSV files. I have tried various different locale settings and could not find any which matched the above. Therefore we are currently using English (United Kingdom) as a locale setting, as they use (.) as a decimal separator. This still causes complications since with this the list separator is (,) and the number format is (123,456,789.00), especially when creating and conciliating various reports. It is possible to do this in windows settings for example. Any advice and or workaround is appreciated, yet I believe implementing this would be to everyone's advantage. Kind Regards, Trevor Vogt

TC123 · ‎01-23-2020

To check what the Zuora users see based on their user rights, it would be good to be able to log in as a user instead of being obliged to create the same type of user with same rights in a sandbox and to log in to test what they see. I suggest to add a button "log in as" for each user (like in Salesforce) in Manage users. This is useful for support for users done by a Zuora administrator.

sHruschka · ‎12-19-2019

For multi entity environment it should be possible to define global shared custom fields but with entity wise default values and in case of picklist values entity wise picklist values. For example, we have fields which are used in every entity, but have different default values per entity, currently we cannot configure this in Zuora. Same for the picklist values, it should be possible to define a set of picklist values per entity without losing the comfort to have a shared custom field.

steve · ‎11-19-2019

not the first day of the next term

nmartelliere · ‎11-14-2019

Hi, Emails and callout (available in Notification History) of Zuora customer account are not available in z360, it is important to have in SFDC a really 360 ° view of all the exchanges with our customers (invoice sending, sending reminder for example). Best regards, Nicolas Martelliere VIDAL SA

JamesQSR · ‎11-11-2019

It would be really useful to be able to re/arrange custom fields once created. At the moment they are shown on the Custom Field management page in reverse-chronological (newst >> oldest), but in the object they are arranged chronological (oldest >> newest) However, as business requirements change, its possible that enhancements are made out of order. Then when lookin in the UI for a particular field it would be good to place these together. Specific Example: On our Invoice Object we have added custom fields for: Service A provisioned (Y/N) Service B Provisioned (Y/N) Special Noted Service A Expiry (date) It would be handy to move the Service A Expiry field to be next to the other Service A field

pask · ‎11-03-2019

Hi, I don't know if there is a feature to directly login into a specified entity. Using this link https://sandbox.eu.zuora.com/apps/newlogin.do?method=login Zuora will automatically login into main entity. Thanks in advance.

chiragjha · ‎10-29-2019

Hi, With advance configuration, invoice complexity and workflow base extnesion I think we should have an option to define custom field at Tenant Level. This will help at various level i..e. invoice enhancement, batch process and workflow enhancemnet. Thanx, Chirag

neils · ‎09-13-2019

Currently the Services environment data refresh process copies PII data from production to Services. This data is in scope for the California Consumer Privacy Act (CCPA) and GDPR. All PII data should be scrubbed during this conversion process so that Services environments do not become in scope for CCPA and GDPR. Can the refresh script be updated to include scrubbing this information that is identified in this article: https://knowledgecenter.zuora.com/BB_Introducing_Z_Business/Responding_to_Individual_Requests_for_Access%2C_Correction%2C_and_Deletion_of_Data_Under_the_GDPR.

Karina · ‎09-10-2019

We have several Business Units asking for the possibility to have required custom fields marked as green in the UI. Would this be possible to consider? In somewhat complex installations we can have quite many custom fields, and when working directly in the UI it would be helpful for the users to easily see what fields are mandatory. Thank you for any input if you see other options 🙂

Sanketh · ‎09-06-2019

We have CreatedByID , UpdatedByID on each object . But it is hard to map this into specific username via logic through any API and zObject of User. Helpful to have User fields fetched through API calls hence people doing changes on records could be tracked.

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Admin & Settings Ideas

How to BULK Update Order Action Trigger Dates

source field is not filterable on the Get Credit memos API

Get Single Invoice via Rest API

Allow getting Email Notification History via AQuA

Make Platform app visible in UI for Custom Platform Roles

Changing default search parameters for Invoices and Subscriptions

Delete/remove entities in Multi Hierarchy tenants

Accessing Zuora Email History via URL

Ability to pull the Zuora user details via API

Ability to set the date, time, number format and list separator (CSV) independently

Login as a user to check what they see based on their rights

Multi Entity - shared Custom Fields - entity wise default and picklist values

Fix UI so that subscription end date is true end date

Synchronize Customer Notifications History in SFDC (Z360)

Ability to sort/arrange custom fields

Login Directly to a Specified Entity

System (Tenant) Level Custom Fields

Make Services Environment Data Refresh Process scrub PII Data for CCPA and GDPR Compliance

Required Custom Fields - mark green in UI

SOAP & REST API Calls to fetch fields from USER record

Notification callouts for significant account-level events

API Idea: Please support OAUTH

Usage related permissions on custom role