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Data Connect overview?

My boss wants to sync credit memos (with Salesforce), which I think requires Data Connect. The online document that claims to offer an overview of Data Connect really doesn't. I'd like to know things like: What has to be done to upgrade? What will be the differences after the upgrade? What has to be done to administer Data Connect? And so on, from a high level.

Is that kind of information available online anywhere?

Thanks for your help!

 

4 REPLIES 4
Zuora Support

Re: Data Connect overview?

Hi @hmishkoff 

Zuora 360 needs to be upgraded to ensure it is on the latest version(5.2 at this point) . If you are not on the latest version of 360, please raise a support ticket to get the installation link and release notes .

 

Real Time sync with Maximum Data Change event as '1' needs to be set as Recurring sync.

Below are some of the knowledge center articles which provide more information on limitations and overview of Data connect

 

Overview: https://knowledgecenter.zuora.com/CA_Commerce/E_Zuora_360/X_Data_Connect_Overview

 

Limitations : https://knowledgecenter.zuora.com/CA_Commerce/E_Zuora_360/X_Data_Connect_Overview/AA_Limitations_in_...

 

Object and field mapping : https://knowledgecenter.zuora.com/CA_Commerce/E_Zuora_360/X_Data_Connect_Overview/AB_Data_Connect_Ob...





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Valued Scholar

Re: Data Connect overview?

Manojna: Is there anything available online that explains what Data Connect is? What you have to do to set it up? What problem it solves? What are the potential positive and negative impacts? I'm looking for a real overview, because that document that's entitled "Overview" really isn't.

 

Also: Is it OK to upgrade Z-360 without upgrading Z-Quotes? Or do I need to upgrade Z-Quotes at the same time I upgrade Z-360?

 

Thanks for your help!

Zuora Support

Re: Data Connect overview?

@hmishkoff

With data connect enabled,you can now sync additonal objects (ex: Invoice item, Taxation item ..) mentioned in https://knowledgecenter.zuora.com/CA_Commerce/E_Zuora_360/X_Data_Connect_Overview/AB_Data_Connect_Ob...

The records can be retried to sync again if an error occurs

 

In order for data connect to be enabled, you would need to raise a support ticket and meet all the pre-requisties below

 

  • Zuora 360 needs to be upgraded to ensure it is on the latest version(5.2 at this point) . If you are not on the latest version of 360, please raise a support ticket to get the installation link and release notes .
  • Real Time sync with Maximum Data Change event as '1' needs to be set as Recurring sync.
  • Review and acknowledge all the limitations . Also, confirm which objects you would have it enabled to sync through Data connect

 

Limitations - https://knowledgecenter.zuora.com/CA_Commerce/E_Zuora_360/X_Data_Connect_Overview/AA_Limitations_in_...

Once the requirements are met, we will enable Data connect feature for the objects specified

 Also, You can upgrade to Zuora 360 without upgrading Zuora Quotes. 

 

I would be happy to join in a call and discuss further if you have any additional concerns. Please raise a support ticket and I can schedule accordingly





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Re: Data Connect overview?

Thanks, Manojna, I greatly appreciate your help!