Could you share the call and call payload you are making?  ... View more

File a ticket with Support and ask to have Data Query enabled - this is a new feature that allows you to run SQL queries against the data in your Zuora tenant and, specifically to your ask, you can query a 'users' table that will return a csv of the first, last name, work email and login of your users. No passwords.   Couple of other things to be aware off. At the time of writing Data Query is just entering LA, so may have to wait a little, but it's coming. Also the initial support is for SQL queries by API only, there's a UI coming where you can type in a SQL query (select * from users!) but it may not be ready as part of the LA. So at this time it really helps to be a developer to get all the user info. This SQL interface, aka Data Query, operates in a similar fashion as Data Sources, you submit a query, then wait for it to be completed, then download the results. Again a UI is coming where this is all done in screen, you can probably get a demo if you contact your account rep.  ... View more

Thank you 🙂 I just figured it out. I dump my products from prod select {} from ProductRatePlanChargeTier and then import them on the sandbox. However, when dumping from prod I can not set `order by` . I checked the dump, and the tiers are not in order. I now manually sort them before importing, which works. ... View more

So, as you are aware, for the best case solution you should be using update product amendments that change the quantity on the date specified: Monday, create subscription set quantity to 50, invoice for 50 for a month. Tuesday, update product amendment, set quantity to 1050. Wednesday, update product amendment, set quantity to 1020. A month from Monday, invoice for 1020. If you didn't invoice on Tuesday or Wednesday this invoice will also include proration charges for the Tuesday & Wednesday changes, or you might have invoiced back on Tuesday and Wednesday (our recommendation - get the money as soon as you can!!!). In your original posting you expressed concern about having so many amendments bill performance will suffer. Which it will if you approach the documented limits, but I'd ask how often that will be the case. If you have 1000 subscriptions how many would be so volatile you could reasonably expect to approach the limit inside 12 months? I'm always wary of situations where the tail is wagging the dog, meaning while you might have a handful of subscriptions that do head up towards these limits, if the bulk don't, I'd stick with the update product amendment approach as you'll collect more money, quicker and accurately. For those subscriptions that do start to drag on performance, create a process (may be automated, may just be manual) where you clone the subscription, cancel the old one, and start the new one of the next billing day with the then current quantity.    But if the alternative is true, you're herding cats and everyone's subscription is collecting 30 update product amendments a month (one update product amendment a day), then you probably have about a year's worth of use out of that subscription before you collect 300+ amendments and it may be worth duping the subscription as described earlier. If this is the case I'd automate the duping process mentioned earlier BUT STILL stick with the update product amendments process!   Please remember I'm not at all familiar with the dynamics of your business but you're paying for a platform that's quite scalable, is continuing to scale even more and is automatable meaning you can create automated processes to work around the issues you do come up against. ... View more

Zuora doesn't change product catalog pricing based on exchange rates. While Zuora has an FX feature, that's not what this feature does. Zuora expects the price to specified for each market in the relevant currency and that this price will NOT fluctuate based on exchange rate changes. There are other factors that might imact a price for a market beyond exchange rates, you might have local competitors or have the opportunity to raise prices for more affluent markets such as the Euro zone. And customers rarely appreciate having their billed amount change based on changing exchance rates.    Up in billing settings there is a 'customize currencies' panel where you can enable or disable multiple currencies. For those currencies tagged as active you can then go into the product catalog and anywhere there is a price specified, click on the little green arrow icon just to the right of the price field, and then specify pricing for that charge in the active currencies. Again, you're expected to specify a specific price in each currency. Once this is done then customer accounts in those currencies will see those prices.    Zuora's FX feature is all about reporting, once enabled you'll be able to see the home currency equivalent for any transaction in any currency and that amount will be based on the applicable exchange rate for the relevant transaction date. The exchanges rates are either provided by Zuora or you can load your own, but if your customer is being billed in British Pounds they only ever see pricing in British Pounds and they are billed a constant amount in British Pounds. Zuora FX will allow you record FX gains and losses each accounting period and to considate reporting in a single currency, say, USD.      Many customers are confused by the Rate column back in the Customize Currencies Billing Settings page, that Rate column doesn't actually do anything and it should be removed. Again, that Rate column is ignored and has no impact anywhere in Zuora. You have to set pricing for each charge and then our actual FX feature will make it easy to do consolidated reporting of your financials in a chosen 'home' currency.   Hope this helps, please let me know if you have any more questions or concerns. ... View more

The change in quantity and when that takes effect is the only thing that will drive the price change. Let's say the subscription renews on Jan 1 2019. If the customer wants to renew and change the quantity to 50 as part of the renewal you'll have a renweal amendment and an update product amendment that's changing the quantity to 50. In this example if that update product amendment takes effect (has a contract effective date) of Jan 1 2019 than beginning Jan 1 2019 the $90 price will be in effect.    The  'Use Latest product catalog pricing' setting relates to automatic price changes upon renewal regardless of quantity, meaning if you'd changed that price table from the last renewal and the customer renewed and didn't change any quantities they'd still pick up the new pricing for their existing quantity.   There's a subtle difference here which I hope I've explained, but please let me know if this is still confusing. ... View more

I'd recommend the following steps: Add a one time charge to the subscription for the cancellation fee, $400 in this case. The effective date of the add product amendment should be 'today'. Cancel the subscription using a cancellation date of the next billing day, this avoids any proration refund on the next step. Finally do a bill run with a target date of today, you should get an invoice with just the one time charge, make the invoice date 'today'. Since the subscription is now cancelled there will be no more invoice items for that subscription. If you don't want a separate invoice for just the cancellation charge then just wait until the 1st, that invoice will include the cancellation charge along with whatever other subscription charges still remain uncancelled. So the billing account's bcd is the 1st and they tell me on the 15th they want to cancel, the add product for the cancellation fee will be today, the 15th, but the cancellation will be set for the 1st, and the bill run will have a target date of the 1st but an invoice date of today, the 15th.    Let me know if you have any questions. ... View more

You can optionally specify the Term Start Date when creating a subscription using either the Zuora UI or the API. If you don't specify a Term Start Date then Term Start Date is automatically set to be the Contract Effective Date. In the UI on the subscription creation screen click on the 'Additional fields' link, two new fields will appear, Subscription Name and Term Start Date. Similar to Term Start Date if you don't specify a Subscription Name Zuora will create one automatically, hence the A-S12345678 subscription names. Again you specify your own value, Zuroa will check for uniqueness but you can call a subscription anything you'd like.    The APIs support both these fields as optional also. ... View more

Thanks, Richard ... View more

That's a huge bummer, but thanks for the information Richard.  May I ask how I can "vote" for this to be included in the December release?   We already do the "cancel" and "new subscription" method for suspend/resume, and it messes up a LOT of other related things that we were looking forward to cleaning up by using the native Suspend/Resume functionality.  If this isn't included in the December release, then we may need to come up with a different workaround altogether, which is not ideal.  Please let me know if I can help ensure that this is included in that release.   Thanks! ... View more

Take a look at the 'MRR by Account' out of the box report - to be clear, this report is not what you are asking for, but it's a good starting point to quickly tweak to get what I think you are looking for. Pull up that MRR by Account report, click edit, cick on the Detail tab (ignore the default Summary tab). You'll see some of the columns you are looking for already there and you can then drag and drop in the missing ones you want. Another quick think to point out is that this report will list every active rate plan charge and not rate plan and you'll need to use the Rate Plan Charge Effective Start/End Date, there is no Rate Plan Effective Start/End date. Also this report will list all the active rate plan charges for whatever date you run the report for, the filters run for 'today'. But you can enhance the report to run for any specified date by checking the 'Ask User Later' box next to the 'Effective Start Date' and 'Effective End Date' 'Is Greater Than Today'. Don't forget to hit 'Save As'!     ... View more

Ya sure   ... View more

To add to @Richard's comments:   There is also a middle ground between the two options he proposed. There is a Connect App that can automate the transfer of the data from Journal Runs into NetSuite. We implemented our own automated transfer before this was introduced, but it essentially does the same thing.   https://connect.zuora.com/appstore/apps/configurable-summary-level-gl-interface-1 We expport Cash journal runs every night so our GL has accurate cash totals and then at month end we do one load of the Revenue entries. Its a well oiled machine now and we can close our books quickly. ... View more

Hi Richard,   MRR trend Export is very much helpful, is there a way to download this data through API rather than doing it manually. Any documentation around this would be helpful. Thanks in advance. ... View more

There's an example of how to create a discount charge here: https://knowledgecenter.zuora.com/DC_Developers/G_SOAP_API/E1_SOAP_API_Object_Reference/ProductRatePlanCharge/Discount_Charge_Use_Cases   If your discounts are going to be subscription discounts (so all charges regardless of rate plan in the same subscription get discounted) then have a think about creating stand alone rate plans with a discount charge that you then apply to a subscription when needed as an alternative to adding discounts charges to existing rate plans.  ... View more

#! C:\Users\abc\AppData\Local\Programs\Python\Python36-32\python.exe   import httplib2   httplib2.debuglevel = 1 h = httplib2.Http('.cache')     This is the python code which I used to connect to Zuora from Pentaho ************************************************************************* login_headers = {"Content-Type": "application/json","apiAccessKeyId": 'me.email@test.com', "apiSecretAccessKey": 'passwd',}   services_login_url = "https://services999.zuora.com/apps/home.do"   # login request resp, content = h.request(services_login_url, "POST", headers=login_headers)   Z_access_cookie = resp["set-cookie"] update_headers = {"Content-Type": "application/json","Cookie": resp["set-cookie"]} print('ABCDEF') ************************************************************************* This is the result after running above code - Can any one explain if my code is able to connect to Zuora or not. 2018/06/06 19:57:27 - General - Logging plugin type found with ID: CheckpointLogTable 2018/06/06 19:57:40 - RepositoriesMeta - Reading repositories XML file: C:\Users\abcd\.kettle\repositories.xml 2018/06/06 19:57:47 - RepositoriesMeta - Reading repositories XML file: C:\Users\abcd\.kettle\repositories.xml 2018/06/06 19:57:57 - Carte - Installing timer to purge stale objects after 1440 minutes. 2018/06/06 19:58:22 - Spoon - Spoon 2018/06/06 19:58:54 - Spoon - Starting job... 2018/06/06 19:58:54 - testtest - Start of job execution 2018/06/06 19:58:54 - testtest - Starting entry [services_rest_login_snippet.py] 2018/06/06 19:58:54 - services_rest_login_snippet.py - Running on platform : Windows 7 2018/06/06 19:58:54 - services_rest_login_snippet.py - Executing command : cmd.exe /C "C:\Users\abcd\Desktop\Me\SQLServer\JE\Testing\services_rest_login_snippet.py" 2018/06/06 19:58:55 - services_rest_login_snippet.py - (stdout) connect: (services999.zuora.com, 443) 2018/06/06 19:58:55 - services_rest_login_snippet.py - (stdout) send: b'POST /apps/home.do HTTP/1.1\r\nHost: services999.zuora.com\r\nContent-Length: 0\r\ncontent-type: application/json\r\napiaccesskeyid: me.email@test.com\r\napisecretaccesskey: passwd\r\nuser-agent: Python-httplib2/0.11.3 (gzip)\r\naccept-encoding: gzip, deflate\r\n\r\n' 2018/06/06 19:58:55 - services_rest_login_snippet.py - (stdout) reply: 'HTTP/1.1 302 Found\r\n' 2018/06/06 19:58:55 - services_rest_login_snippet.py - (stdout) header: Content-Type header: Date header: Location header: Connection header: Set-Cookie header: Content-Length ABCDEF 2018/06/06 19:58:55 - testtest - Finished job entry [services_rest_login_snippet.py] (result=[true]) 2018/06/06 19:58:55 - testtest - Job execution finished 2018/06/06 19:58:55 - Spoon - Job has ended. **************************************************************************************************** If this is connecting to Zuora successfully , what are the next steps to start using API's to get data from account objects to a file. Can any one share some line of code here pls ... View more

Add Tips:   Check the Amendment Type on the Subscription page In the Version field of the Subscription page, the links to Amendment that has been applied are displayed. You can see Amendment's Type and Contract Effective Date by putting mouse cursor on these links. This is useful when you want to track a specific Amendment but a lot of Amendments are applied to one Subscription.   Track Bill Run from Invoice Tracking Invoice from Bill Run is easy. This is because the links to Invoice are displayed on the Bill Run page. Sometimes we want to track from Invoice to Bill Run. That way is written in this Post: https://community.zuora.com/t5/Billing-Payments/how-to-identify-which-Bill-Run-generated-a-specific-invoice/m-p/21332 ... View more

A billing account must have at least one contact object and often has two contact objects, one for sold to and one for bill to (they can be the same contact so you only have to have one). The purpose of the bill to contact is to identify who the invoice is going to go to, the sold to identifies the location of where the service or product is being delivered which may be entirely different than who is paying for the invoice and is required for accurate taxation.    And yes, you can have more contact objects, but they're not of much use!   Often that bill to is an accurate indicator of who is paying, not the sold to. Again the intent of 'sold to' is to drive taxation, it's not intended to capture who is actually paying.   But there are additional features in Zuora that allow you to have multiple payers of an invoice or have a single payer for invoices that are sourced from multiple subscriptions or billing accounts.   For example, every subscription have a property known as 'invoice owner', by default this is the associated billing account, but you can change that so the invoice owner is another, different, billing account. That second account may have subscriptions of it's own and so one billing account can pay for invoices for multiple subscriptions that belong to different billing accounts.   Conversely a single billing account can have multiple payment methods (credit cards typically) and you can use multiple payment methods to pay down a single invoice. In today's Zuora the automated payment run feature assumes that one of those credit cards is the default card and that card is then used to pay off all invoices for that billing account. But I have to stress that's for the automated out of the box payment run feature. Using the api or the ui you can partially pay an invoice with one card and then use another card to pay the remaining balance.   Also Zuora is introducing a new add-on product next month called Collect that beefs up the automated payment run feature where you can associated a credit card with a subscription and that card will be used to pay for all charges on an invoice that belong to that subscription. So that one payment method to invoice restriction in today's payment runs gets lifted.    Hope this helps, but I don't have as clear an understanding of your use case as I'd like so I may be missing your actual issue. If this is the case just let me know, happy to help if I can.   ... View more

While there's a lot of overlap between the field names returned by the describe and the relevant data source they are NOT actually guaranteed (or documented) to be the same. The describe gives you the underlying data object attributes and so the field names will match if you are using an API query call, but the data sources include some useful data transformations and (much less useful) name changes. In your example you probably need 'Id' instead of BillRunId (but caution I haven't actually tried your specific call, I'm just relating past experiences). The easiest way I know of to know which fields you can use is to look at them in the Data Source UI. ... View more

Some additional caveats to the Mass Order Entry tool (either undocumented or not obvious from skimming the documentation again):   1. If the the time Zuora requires to process the upload is longer than the page timeout, you will not see a success or failure notification. The successful updates will eventually pop into existence, and the unsuccessful updates will not. Upload in small batches or use the API.   2. If the same charge (product+tier) appears more than once on a subscription then the Mass Order Entry tool will not amend that charge. It will, however, allow you to put the same charge on a subscription multiple times when creating a new subscription with MOE. ... View more

But is your Java emitting 'https://rest.apisandbox.zuora.com/...'? Which should work or  ' https://apisandbox.zuora.com/...'? Which will fail for an API code, this url will work for the UI, but the REST api requires the 'rest.' subdomain.    Can you provide the actual string that was emitted by your java code for the rest call? ... View more

Yes, you can. Take at look at this page and it's suggested links for an example: https://knowledgecenter.zuora.com/CA_Commerce/I_Development_Resources/F_Z-Force_Sample_Code ... View more