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Maheswaran · ‎09-23-2019

Using Accounts and Contact API loader you will be able to export,Import and Migrate your Accounts & Contacts in your Tenant. This tutorial walks through the steps to create Accounts,Contacts,Payment methods & Getting Activated using Developer Tools in Zuora.

Maheswaran · ‎09-04-2019

This tutorial walks through the steps to create Accounts,Contacts,Payment methods & Getting Activated using Developer Tools in Zuora.

Maheswaran · ‎07-12-2019

Question: I am using below ZQL it says default payment method id doesn’t exist. Please advise. Select Id, crmId, InvoiceTemplateId, PaymentTerm, DefaultPaymentMethodId, AccountNumber, CreditBalance, CrmId, Batch, Name, AutoPay, Currency, Status, InvoiceDeliveryPrefsEmail, InvoiceDeliveryPrefsPrint, CommunicationProfileId, PaymentGateway from Account where crmId = 'XXXXX' Answer: The default payment method id will not work since as per the design the account and default payment method are not joined objects, Hence you have to use the below format to retrieve the Default payment method id. Select Id, crmId, InvoiceTemplateId, PaymentTerm, DefaultPaymentMethod.Id as DefaultPaymentMethod_Id, AccountNumber, CreditBalance, CrmId, Batch, Name, AutoPay, Currency, Status, InvoiceDeliveryPrefsEmail, InvoiceDeliveryPrefsPrint, CommunicationProfileId, PaymentGateway from Account where crmId = 'XXXXXXX'

Maheswaran · ‎07-12-2019

Question : I am getting an error as Exception Message:(line 5) invalid char between encapsulated token and delimiter on API loader. Answer: In case the uploaded file is in xlsx format then you many end up in gettting the error as (line 5) invalid char between encapsulated token and delimiter. Kindly save the file in csv format (Windows Comma Separated) then try again.

Maheswaran · ‎02-06-2019

@Maheswaran wrote: While creating quotes, rate plan Line items are not alligned properly? Please edit the Field Set "Display Charge Fields" under the Object "Quote Rate Plan Charge"(Setup --> App Setup --> Create Objects --> Quote Rate Plan Charge --> Field Sets), then move the Product Name to be the first column displayed. After saving the edits, the Products and appropriate details should be displayed properly.

Maheswaran · ‎01-28-2019

While creating quotes, rate plan Line items are not alligned properly?

Maheswaran · ‎01-28-2019

We do not support changing the subscription's Invoice Separately field via an Amendment Quote. Please note that Amendment Quote creates an amendment, not update a subscription field. In Zuora when you create an amendment, there is no option to change Invoice Subscription Separately field; To change this field, you need to edit the subscription (without making an amendment). (Zuora UI only) In other words, Amendment Quote makes amend() call which does not change Invoice The Subscription Separately field while changing this field requires an update() Subscription call. (New Subscription) .

Maheswaran · ‎01-28-2019

Invoice Separate flag is not set in subscription even if it is set in Amendment quote

Maheswaran · ‎11-28-2018

Solution Step 1: Create a Custom Field in Zuora under Account Fields Step 2: Create the Custom Field in SalesForce environment under Billing Account à New Field under Custom Fields & Relationships Step 3: Add the Field to the related lists in the Account Layout. The field is listed in the Layout as part of the Billing Account Fields Step 4: Update the Custom field in Zuora and perform Sync Step 5: Updated details are shown on the Billing Account in Salesforce

Maheswaran · ‎09-01-2018

Question: How to Sync Custom Account field from Zuora to Salesforce?

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Accounts and Contact API loader

Using Generic API utility how to create Accounts,Contacts,Payment methods & Getting Activated

I am using ZQL it says default payment method id doesn’t exist. Please advise.

I am getting an error as Exception Message:(line 5) invalid char between on API loader

Re: Rate plan line items not aligned properly.

Rate plan line items not aligned properly.

Re: Invoice Separate flag is not set in subscription

Invoice Separate flag is not set in subscription

Re: How to Sync Custom Account field from Zuora to Salesforce

How to Sync Custom Account field from Zuora to Salesforce