![]() ![]() Using Zuora Billing, you can streamline and automate billing. If yours is a subscription-based business, you’ve definitely heard of Zuora, or use it to manage billing.Ī unified, dynamic platform, Zuora enables easy subscription management. Salesforce Knowledge-Khoros Integration.KaseSync – Community and CRM Integration.Dupe Manager – Simplified Data Deduplication.GuideIn – Building Walkthroughs on Salesforce Communities.Email to Case Advance – Streamlined Case Management.ScoreNotch – Dynamically Gamified Communities.Sinergify – Salesforce and Jira Integration.Cartiveo: Shopify Marketo Integration Connector.Maginate: Magento Marketo Integration Connector.Onemark – A Pre-fill Solution for Marketo Forms. ![]() All charges that are to be billed on this date or prior will be included in this bill run. This date is used to determine which charges are to be billed. If not specified, the value for Invoice.TargetDate will be used. The format should align with the value for the Date Format field in the Invoice API Generator. You can use this field only with the generate() call for the Invoice object. Specifies whether the invoice includes usage charges. Specifies whether the invoice includes recurring charges. Specifies whether the invoice includes one-time charges. This field is required if Invoice.AccountId is not specified. Unique account number assigned to the account. This field is required if Invoice.AccountNumber is not specified. To facilitate your understanding of the template, the explanation for each field in the template is provided in the following table: Field Each thread will process one account at a time and generate invoices starting with the earliest entries. The default value is 50.Īfter a CSV file that contains the invoice information is uploaded, the file is parsed and the entries are divided into groups by account and the invoice target date so that all invoices of the same account are in a single thread. Max zObjects - Sets the maximum number of the objects used in each call to Zuora.The value for this field should not exceed Zuora's concurrent request limits. The default value is 1. Max Threads - Sets the number of threads that can be processed concurrently by Invoice API Generator.The following list provides additional information about several important fields: (Optional) Configure other settings based on your needs.Click Choose File and upload the completed CSV file.Enter the date format in the Date Format field.In the Advanced tab, complete the following settings:.Do not select OAuth credentials or create new logins using OAuth because OAuth is not supported by Developer Tools. Select the login to your Zuora tenant from the Target drop-down list or create a new login.It is not recommended to update this field because this could stop you from using the latest functionality built in the tool. The latest build name and version are populated by default. (Optional) Select the build version in the Version drop-down list.Enter the name of the task in the Name field.In the General tab, complete the following settings:.See Template Fields for the details of the fields in the template. Complete the template with the desired information.Click Download to download the template.Navigate to New Task > Invoice API Generator.To use Invoice API Generator to create invoices: ![]()
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