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

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

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.

 

12 Comments
Community Manager
Status changed to: More Feedback Needed
 
Student
This would be a HUGE win if implemented.
Partner

We would like this feature as well.

Partner

We would like this tool as well.

Guru

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.

Community Manager
Status changed to: Under Consideration
 
Valued Scholar

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?

Zuora Product Team
Zuora Product Team

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

Valued Scholar

I do not not have access to these tools.

Zuora Product Team
Zuora Product Team

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/