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Re: Updating Bill To and Sold To contacts

Rolando
Support SME

Updating Bill To and Sold To contacts

When an account was created, and the contact for sold to and bill to are the same, there's only one contact with sold to/bill to tag.

 

But now if the customer has a different bill to contact, and want to separate the contact with updated information, how can we do that in Zuora?

 

Now if we add new contact, there's no way to make it sold to or bill to, also, we cannot delete the original one as well.






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Rolando
Support SME

Re: Updating Bill To and Sold To contacts

Updating the Sold/Bill-To is a simple process in your Zuora tenant. Here are some basic steps on how to update the Bill/Sold-To contacts.

 

For my example I will use a customer account that has only 1 contact which is the default Bill/Sold-To Contact.

 

1) Under any customer account, on the right column for the Key Contacts, click on CREATE NEW CONTACT. Create your new contacts accordingly.

 

 

 

2) Once you have the new contacts saved, under the Basic Information section click on EDIT

 

 

 

3) Under the BILL TO and SOLD TO you will have the ability to change the contact using the dropdown windows. The available contacts are based on the Key Contacts. Update the contacts accordingly. Click SAVE.

 

 

 

4) Once saved, the Customer Account will now have updated Bill/Sold-To contacts. You can now remove any unused contacts by clicking on DELETE under Key Contacts for that particular contact.

 

 

 

For more information please check out our Knowledge Center article regarding Key Contacts for Customer Accounts.






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6 REPLIES 6
Rolando
Support SME

Re: Updating Bill To and Sold To contacts

Updating the Sold/Bill-To is a simple process in your Zuora tenant. Here are some basic steps on how to update the Bill/Sold-To contacts.

 

For my example I will use a customer account that has only 1 contact which is the default Bill/Sold-To Contact.

 

1) Under any customer account, on the right column for the Key Contacts, click on CREATE NEW CONTACT. Create your new contacts accordingly.

 

 

 

2) Once you have the new contacts saved, under the Basic Information section click on EDIT

 

 

 

3) Under the BILL TO and SOLD TO you will have the ability to change the contact using the dropdown windows. The available contacts are based on the Key Contacts. Update the contacts accordingly. Click SAVE.

 

 

 

4) Once saved, the Customer Account will now have updated Bill/Sold-To contacts. You can now remove any unused contacts by clicking on DELETE under Key Contacts for that particular contact.

 

 

 

For more information please check out our Knowledge Center article regarding Key Contacts for Customer Accounts.






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mirenechave
Senior Tutor

Re: Updating Bill To and Sold To contacts

Hi,

 

Does someone know if this change can also be done through Zuora REST APIs?

 

Kind regards,

 

Miren

sammarSayed
Savvy Scholar

Re: Updating Bill To and Sold To contacts

Hi Miren
Were you ever able to find an answer for that question? I am looking into doing this change through REST APIs too.

 

Kind regards

Thanks

MaggieL
Guru

Re: Updating Bill To and Sold To contacts

Yes, contacts can be created and updated via the rest api. You can then update the account to designate the bill to and sold to to a newly added contact.

Maggie Longshore
pramamoorthy
Zuora Staff

Re: Updating Bill To and Sold To contacts

Hi @sammarSayed @mirenechave , 

Yes, we can update sold to and Bill To using REST API (Existing and New Contact)

Please see the below steps to create a new contact on the existing account and update the account sold to contact to newly created contact.


Step 1: Create New Contact using below API


1. Endpoint URL: https://rest.apisandbox.zuora.com/v1/object/contact
2. Method: POST
3. Request Body:


{
"AccountId": "2c92c0f97719ea3b01771aa8c7264103",
"Address1": "312 2nd Ave W",
"City": "Seattle",
"Country": "United States",
"Description": "desc",
"Fax": "123456",
"FirstName": "FN1476935164020",
"HomePhone": "86123456789",
"LastName": "LN1476935164020",
"MobilePhone": "8613312345678",
"NickName": "this is nick name",
"OtherPhone": "11111111111111111",
"OtherPhoneType": "Work",
"PersonalEmail": "home@example.com",
"PostalCode": "98119",
"State": "Washington",
"TaxRegion": "CA",
"WorkEmail": "work@example.com"
}
4. Response Body:


{
"Success": true,
"Id": "2c92c0f9771fb3db01772385ea2752e5"
}

Ref. Link: https://www.zuora.com/developer/api-reference/#operation/Object_POSTContact

 

Step 2: Update Account with new sold to contact Id

1. Endpoint URL: https://rest.apisandbox.zuora.com/v1/object/account/2c92c0f97719ea3b01771aa8c7264103
2. Method: PUT
3. Request Body (Pass contact id in the SoldToId Param)


{
"SoldToId" : "2c92c0f9771fb3db01772385ea2752e5"
}


4. Response Body


{
"Success": true,
"Id": "2c92c0f97719ea3b01771aa8c7264103"
}

 

Ref. Link: https://www.zuora.com/developer/api-reference/#operation/Object_PUTAccount

Note: If you want to change Bill To Contact on Account, please use "BillToId" as a param in the request body.

Thanks,
Prem Anandh
sammarSayed
Savvy Scholar

Re: Updating Bill To and Sold To contacts

Thanks Prem Anandh and MaggieL for the ideas!

My question is more about unchecking this field (See screenshot below) through Zuora Rest APIs. SoldTo & BillTo contacts are auto-populated from one another as long as this field is checked. Is there any way to do that through Zuora Rest APIs? 

Screen Shot 2021-01-20 at 1.34.02 PM.png