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Salto for Zuora Billing - Overview
Salto for Zuora Billing - Overview

Learn how to manage your Zuora Billing configuration with Salto

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Written by Support
Updated over a week ago

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.

  • 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:

  • 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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