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Upload file columns

Learn about the upload file columns

The following table describes the columns supported in the upload file.

The maximum size of the upload file is 4 MB.

Column

Required?

Description

Billing Account ID

Optional

The ID of the customer account that the payment is for. If this column is left blank, the uploaded payment will be an unassigned payment. The corresponding Payment Invoice cannot be set to any value, and the value of Payment Method Id can only be an external payment method.

Type: string

Character limit: 32

Payment Invoice

Optional

The ID of the invoice and portion of the payment to be applied to the invoice. If this column is left blank, the uploaded payment will be an unapplied payment. At the item level, the application rule defined under Payments > Configure Application Rule is used.

The data format of this column is InvoiceID1:amount|InvoiceID2:amount.

Type: string

Payment Amount

Required

The total amount of the payment.

Type: number

Currency

Required

The currency ID or currency code .

Type : string

Payment Date

Required

The effective date of the payment in Zuora.

The date must be in YYYY-MM-DD format.

Type: date

Payment Method ID

Required

The ID of the payment method that is used for the payment.

Type: string

Character limit: 32

Payment Comment

Optional

The comments about the payment.

You must use double quotation marks to enclose the comments that contain commas. For example, “$396 was refunded to avoid duplicate error msg and $138 was charged back for monthly fee.” )

Type: string

Character limit: 255

Payment Type

Optional

Whether the payment is an external payment or electronic payment. If this column is left blank, the uploaded payment will be an external payment.

Type: enum

Values: External, Electronic

Gateway ID

Optional

The ID of the gateway instance to process the payment.

Type: string

Character limit: 32

Reference ID

Optional

The transaction ID returned by the payment gateway for an electronic refund. Use this field to reconcile refunds between your gateway and Zuora Payments.

Type: string

Character limit: 60

Payment Debit Memo

Optional

The ID of the debit memo and portion of the payment to be applied to the debit memo. If this column is left blank, the uploaded payment will be an unapplied payment. At the item level, the application rule that is defined under Payments > Configure Application Rule is used.

The data format of this column is DebitMemoID1:amount|DebitMemoID2:amount.

Type: string