Zuora Billing

Salto's Zuora Billing read-only adapter allows you to:

  • Fetch the main Zuora Billing configuration entities, e.g., product catalog, rate plans, workflows, custom and standard objects, settings related to accounting and billing.
  • Compare configuration entities.
  • Audit / document configuration changes.
  • Monitor specific configuration data changes of interest.

Authentication Instructions

Salto authenticates with Zuora using OAuth v2.0. If you do not have one already, follow the steps to:

  • Create an API user role and an API user
  • Add an OAuth client for your API user - navigate to Administration -> Manage Users -> (choose the user) -> OAuth Clients -> create (and keep the client ID and secret shown on screen)
    • Note: If you are using an entity with multiple tenants, make sure to select only a single entity under Accessible Entities when defining the OAuth client

When logging in with Salto, you will be asked to provide:

  • The OAuth client ID and secret
  • The subdomain for your account (can be copied from the URL in the browser - for example, for https://sandbox.na.zuora.com the subdomain is sandbox.na)

Supported Types

The Zuora Billing adapter fetches the following element types:

Standard types

  • AccountingCodes
  • AccountingPeriods
  • CatalogProduct
  • CustomObject
  • EventTriggers
  • HostedPages
  • NotificationDefinitions
  • NotificationEmailTemplates
  • PaymentGateways
  • SequenceSets
  • StandardObject
  • WorkflowExport

Settings types

  • AccountingRules
  • AgingBucket
  • AllNotifications
  • AllPaymentTerms
  • AllRevenueRecognition
  • AllTaxCode
  • ApplicationRules
  • BatchAlias
  • BillingCycleType
  • BillingListPriceBase
  • BillingPeriod
  • BillingPeriodStart
  • BillingRules
  • ChargeModel
  • ChargeType
  • CommunicationProfiles
  • Currencies
  • DiscountSettings
  • DocPrefix
  • FxCurrency
  • GetTaxCompanies
  • GlSegments
  • HostedPaymentPages
  • NumberAndSku
  • PaymentGateways
  • PaymentMethods
  • PaymentRetryRules
  • PaymentRules
  • ReasonCodes
  • RevenueEventTypes
  • RevenueRecognitionModels
  • revenueRecognitionRuleDtos
  • RevenueRecognitionStatus
  • RevenueStartDate
  • RolesPage
  • SegmentationRules
  • SubscriptionSetting
  • UnitsOfMeasureList
  • TaxEngines

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