Zuora-Support Community Manager

Community Manager

Admin user can bulk upload/update multiple products and currency price points

Status: Under Consideration
by Community Manager on ‎01-28-2016 11:07 PM
The problem we are facing is that--today--our only mechanism for adding new products (and rate plans, charges) and updating products/rate plans/charges is through the UI. This can be prone to human error as each entry must be keyed in separately and manually. We will be adding and updating Products/rate plans/charges at an increasing frequency and manual keyed entries will not scale.
We would like a bulk update tool that is usable by a business/non-technical user.
Without diving too deeply into a solution, I believe we would be well served by having a simple tool that accepted, validated, and set up new and updated items through some upload process--for example of a comma-separated value file--with manual steps only to verify the data to be added/updated. This could be through the UI or a RESTful API.
Another possible solution could be more of a "grid-view" into the products/rate plans/charges that allow for multiple data entries on a single pane of view, but this may not be effective for certain use cases.

 

Comments
Zuora-Support Community Manager

Community Manager

by Community Manager
on ‎01-28-2016 11:07 PM
Status changed to: More Feedback Needed
 
franky Student

Student

by Student franky
on ‎02-09-2016 02:57 PM
This would be a HUGE win if implemented.
njtaglio Partner

Partner

by Partner
on ‎02-23-2016 11:28 AM

We would like this feature as well.

njtaglio Partner

Partner

by Partner
on ‎02-23-2016 11:28 AM

We would like this tool as well.

feisley Guru

Guru

by Guru
on ‎02-23-2016 11:59 AM

The ability to upload bulk changes to the product catalog via CSV is handled today in Zuora's RBM Connect tool. It would be nice to see this same functionality ported over to the core Zuora platform. Given that the catalog is a frequent point of updates, this would help aleviate manual changes across the UI.

 

I also agree that adding to the UI a grid/table view of prices for mass changes would help, but ultimately large changes are probably easier in an external application (i.e. Excel) and then imported via CSV.

Zuora-Support Community Manager

Community Manager

by Community Manager
on ‎03-02-2016 10:23 PM
Status changed to: Under Consideration
 
rlivergood Valued Scholar

Valued Scholar

by Valued Scholar rlivergood
on ‎02-10-2017 11:58 AM

While this is under consideration is there currently any workaround to make adding products easier?  Is it possible to set up default values for fields such as trigger condition, accounting codes, etc. until the mass update funtionality becomes available?

Lei Z-Product Team

Z-Product Team

by Z-Product Team
on ‎02-10-2017 03:44 PM

rlivergood, are you able to use APIs to make these changes in mass?

rlivergood Valued Scholar

Valued Scholar

by Valued Scholar rlivergood
on ‎02-13-2017 01:29 PM

I do not not have access to these tools.

Lei Z-Product Team

Z-Product Team

by Z-Product Team
on ‎02-14-2017 12:46 PM

Here are documentations to the REST APIs.  You would be able to find ones to do with updating products.

 

https://www.zuora.com/developer/api-reference/