It's good to hear this rule ("Basically before auto-population, we compare "First Name", "Last Name", "Email", "Phone", "MaillingStreet", "City" and "MailingPostalCode". If any of them are different, we don't do auto-population."), as we had an issue even sending a quote to Zuora. For us, the issue was that MailingStreet was deleted in Salesforce, so because of the difference between the contacts in Salesforce/Zuora it errored out when attempting to submit. -Jay
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You should be able to, in Billing > Manage Custom Fields > Contact Fields. You would then specify the Salesforce ID in the form in Zuora.
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Is there anyone out there with experiences on credit card payments? I'm not sure if I didn't look hard enough, but couldn't immediately find any articles describing how this works. Any direction would be appreciated.
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Hello there,
I am a systems administrator and I am curious about this community. I just subscribed to a bunch of topics and groups, so hopefully this will be a great mechanism to learn and stay in the loop!
I am in Michigan (US), and our business uses Zuora for billing SaaS subscribers. We use Salesforce for CRM, to feed entities to Zuora for billing, which eventually flows to NetSuite for ERP.
-Jay
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