{"id":6143,"date":"2022-05-23T06:45:00","date_gmt":"2022-05-23T06:45:00","guid":{"rendered":"https:\/\/nlineaxis.com\/?p=6143"},"modified":"2024-09-13T10:37:16","modified_gmt":"2024-09-13T10:37:16","slug":"3-simple-steps-zuora-salesforce-integration","status":"publish","type":"post","link":"https:\/\/nlineaxis.com\/blog\/3-simple-steps-zuora-salesforce-integration\/","title":{"rendered":"3 Simple Steps &#8211; Zuora Salesforce Integration"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_79 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/nlineaxis.com\/blog\/3-simple-steps-zuora-salesforce-integration\/#Introduction_To_Zuora\" >Introduction To Zuora<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/nlineaxis.com\/blog\/3-simple-steps-zuora-salesforce-integration\/#Key_Features_of_Zuora\" >Key Features of Zuora<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/nlineaxis.com\/blog\/3-simple-steps-zuora-salesforce-integration\/#1_Z-Commerce\" >1. Z-Commerce\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/nlineaxis.com\/blog\/3-simple-steps-zuora-salesforce-integration\/#2_Reporting\" >2. Reporting<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/nlineaxis.com\/blog\/3-simple-steps-zuora-salesforce-integration\/#3_Integrations\" >3. Integrations\u00a0<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/nlineaxis.com\/blog\/3-simple-steps-zuora-salesforce-integration\/#Steps_to_Set_Up_Zuora_Salesforce_Integration\" >Steps to Set Up Zuora Salesforce Integration<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/nlineaxis.com\/blog\/3-simple-steps-zuora-salesforce-integration\/#1_Installing_the_Zuora_App_in_Salesforce\" >1. Installing the Zuora App in Salesforce<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/nlineaxis.com\/blog\/3-simple-steps-zuora-salesforce-integration\/#2_Configuring_the_Zuora_Account\" >2. Configuring the Zuora Account<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/nlineaxis.com\/blog\/3-simple-steps-zuora-salesforce-integration\/#3_Integrating_Zuora_With_Salesforce\" >3. Integrating Zuora With Salesforce<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/nlineaxis.com\/blog\/3-simple-steps-zuora-salesforce-integration\/#Conclusion\" >Conclusion\u00a0<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/nlineaxis.com\/wp-content\/uploads\/2022\/05\/3-Simple-Steps-Zuora-Salesforce-Integration-1024x576.png\" alt=\"\" class=\"wp-image-6144\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Many companies use subscription-based business models to keep their customers happy for a long time. However, it can be tedious to manage recurring payments, cancellations and discounts. With an increasing number of customers, it can be difficult to develop a business. Also, Salesforce is a popular CRM (Customer Relation Management) platform that helps companies organize their workflows. Zuora, a provider of billing software, offers full-featured billing and payment management software. Zuora Salesforce Integration is used by many companies to manage their payment processing. Zuora Salesforce Integration automates and manages the majority of subscription-based billing and recurring payments. This allows companies to concentrate on their business strategies.<br><br><strong>Prerequisites: <\/strong>An active Zuora account and An active Salesforce account<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce allows companies to connect all their apps and services in one place. Zuora can integrate with other apps using Salesforce. It also handles all payment processing tasks. In this article, I\u2019ve discussed Zuora and Salesforce. You will also learn how to set up Zuora Salesforce Integration and the benefits.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Introduction_To_Zuora\"><\/span>Introduction To Zuora<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Zuora, a leader in enterprise software, creates and delivers subscription-based billing software for businesses. It automates billing, recurring payments collection, revenue realization, and subscription metrics and helps businesses track their progress. It\u2019s a cloud-based platform that integrates with other payment services and CRMs to provide seamless subscription Commerce, finance, and billing solutions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Zuora allows companies to monitor subscription activity and offer discounts or coupons to customers to encourage them to sign up again. It provides customer behaviour data, which can be used to help analyze customer lifecycles and improve customer service. Zuora helps you decide the price of your products or services after accounting for taxes, marketing, profitability, and other metrics.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Key_Features_of_Zuora\"><\/span>Key Features of Zuora<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Zuora enterprise software provides companies with billing and recurring payment solutions. Zuora is the only software that can seamlessly integrate with enterprise systems and automate workflows. Below are the some additional features of Zuora:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1. Z-Commerce\u00a0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Zuora assists enterprises in automating and solving the problems of billing and discount management. Global taxes and overseas operations are all issues that businesses must deal with. Z-Commerce assists companies\u2019 Finance departments in easing their work.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Reporting\"><\/span>2. Reporting<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Zuora features automated revenue recognition reports that authorize companies to track sales and profitability. Therefore, it helps users create various strategies for different regions based on performance.\u00a0<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3. Integrations\u00a0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Zuora offers a number of pre-built interfaces with gateways and other platforms, allowing users to concentrate all of their billing, marketing, and other activities in one location.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Steps_to_Set_Up_Zuora_Salesforce_Integration\"><\/span>Steps to Set Up Zuora Salesforce Integration<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You now have a thorough understanding of Zuora. This section will take you through the steps of connecting Zuora to Salesforce. It\u2019s best to buy the Zuora Salesforce bundle from the AppExchange Marketplace for this integration. After you\u2019ve purchased the package, you can proceed. The measures to take are as follows:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Installing_the_Zuora_App_in_Salesforce\"><\/span>1. Installing the Zuora App in Salesforce<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Log in to your Salesforce account. After that, go to the Zuora Salesforce AppExchange Marketplace here. The new page will show the app listing for the Zuora Salesforce package on AppExchange. Now, click on the \u201cGet it now\u201d button to install Zuora for Salesforce from AppExchange.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Log in to AppExchange using your Salesforce account.\u00a0<\/li><li>Now buy the Zuora Salesforce package.\u00a0<\/li><li>It will take some time for the package provider to respond.\u00a0<\/li><li>After successfully getting the package you can move ahead in the process.<\/li><li>It will ask you where you want to install the Zuora Salesforce package.<br>\u00a0<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You can choose the \u201cInstall in Production\u201d or \u201cInstall in Sandbox\u201d option. Asking for the Production or Sandbox option to install Zuora Salesforce Package. The \u201cProduction\u201d option will install the Zuora Salesforce package in a live environment that directly applies changes to your settings and live environment. The Sandbox option will install the Zuora Salesforce in a copy of a live environment that can be used for testing. It will now provide you an overview of the installation details, click on the \u201cConfirm and Install\u201d button.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Now choose whether you want to install for all users or Admins only, then click on the \u201cInstall\u201d button. Now grant 3rd party Access to data and click on the \u201cContinue\u201d button.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Configuring_the_Zuora_Account\"><\/span>2. Configuring the Zuora Account<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Log in to your Zuora account here. Now, if you have not set up an API user role before then, to set up API user role and API user navigate to \u201cSetting > Administration\u201c. Now go to the \u201cManage User Roles\u201d option and click on the \u201cAdd new role\u201c option. Adding New Roles in Zuora Manage Roles Settings. Here fill in all the details for role name, API writes access, etc. Then click on the \u201cSave\u201d button.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Now go to \u201cManage Users\u201d and it will open \u201cAll Users Page\u201c.<\/li><li>Now give access to users for their roles and fill all the required fields.<\/li><li>Click on the \u201cZuora Platform Role\u201d and then select the \u201cAPI user\u201c.<\/li><li>Configure all the other user settings and then click on the \u201cSave\u201d button.\u00a0<\/li><li>It will send invitations to users for API roles to accept the role. Until then, it will show pending\u00a0status.<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_Integrating_Zuora_With_Salesforce\"><\/span>3. Integrating Zuora With Salesforce<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Go to your Salesforce account as System Administrator. Now, open your Zuora App from the App Menu located at the top left corner of the screen. Select the \u201cZuora Quotes\u201d option from the drop-down menu at the top right corner. It will change the view to the Zuora Quotes view. Now, it will open the configuration page where you can configure the Zuora Salesforce package.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Copy the API URL from your Zuora account and paste it into the \u201cRemote Site URL\u201d field.\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Adding Zuora Salesforce API URL in Configuration Panel in Salesforce<\/li><li>Provide all the remaining details regarding field mappings, users, permissions, payment methods, etc. based on your company\u2019s requirements.<\/li><li>Then click the \u201cSave\u201d button.<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Conclusion\u00a0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">In this article, I\u2019ve explained the stepwise process to set up Zuora Salesforce Integration and how Zuora helps enterprises automate all their billing processing tasks. Salesforce organizes all the company\u2019s workflow in one place and allows Zuora to integrate data with other apps also and automate the whole billing system. If you have any query related to this, feel free to contact Nlineaxis IT Solutions Private Limited.\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Many companies use subscription-based business models to keep their customers happy for a long time. However, it can be tedious to manage recurring payments, cancellations and discounts. With an increasing number of customers, it can be difficult to develop a business. Also, Salesforce is a popular CRM (Customer Relation Management) platform that helps companies organize [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":7860,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[123,38],"tags":[112,35,85,139,31,140,141],"class_list":["post-6143","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","category-salesforce","tag-automation","tag-crm","tag-data-integration","tag-finance-analytics","tag-salesforce","tag-salesforce-integrations","tag-zuora"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>3 Simple Steps - Zuora Salesforce Integration<\/title>\n<meta name=\"description\" content=\"In this article, I\u2019ve explained the stepwise process to set up Zuora Salesforce Integration and how Zuora helps enterprises in automation.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/nlineaxis.com\/blog\/3-simple-steps-zuora-salesforce-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"3 Simple Steps - Zuora Salesforce Integration\" \/>\n<meta property=\"og:description\" content=\"In this article, I\u2019ve explained the stepwise process to set up Zuora Salesforce Integration and how Zuora helps enterprises in automation.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/nlineaxis.com\/blog\/3-simple-steps-zuora-salesforce-integration\/\" \/>\n<meta property=\"og:site_name\" content=\"Nlineaxis IT Solutions Private Limited in USA\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/Kapilsalesforce\" \/>\n<meta property=\"article:published_time\" content=\"2022-05-23T06:45:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-09-13T10:37:16+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/nlineaxis.com\/blog\/wp-content\/uploads\/2022\/05\/3-Simple-Steps-Zuora-Salesforce-Integration-1024x576-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1024\" \/>\n\t<meta property=\"og:image:height\" content=\"576\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Divya Srivastava\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@NLINEAXIS\" \/>\n<meta name=\"twitter:site\" content=\"@NLINEAXIS\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Divya Srivastava\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/nlineaxis.com\/blog\/3-simple-steps-zuora-salesforce-integration\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/nlineaxis.com\/blog\/3-simple-steps-zuora-salesforce-integration\/\"},\"author\":{\"name\":\"Divya Srivastava\",\"@id\":\"https:\/\/nlineaxis.com\/blog\/#\/schema\/person\/6f12542ec2ad6a543b376faa937b658e\"},\"headline\":\"3 Simple Steps &#8211; 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