Each row in the file you upload represents an individual action in Zuora, such as updating the accounting code on an invoice item or creating a revenue schedule. We refer to each row as a "record." Records are processed in the order that they appear in the uploaded file.

Each column in the file represents a field. See the articles in the "Supported Mass Actions" section above for details about the columns you can use with each mass action type.

When you upload a file, Zuora checks the formatting. If the formatting is correct, the mass action is executed. If the format is incorrect, an error message is displayed.

Uploaded file requirements

The following table lists the uploaded file requirements:

Date format

All dates in the uploaded file must be in YYYY-MM-DD format. For example:

If you are using Microsoft Excel, you must manually change the cell formatting to this format.

Informational columns

All mass actions support informational columns. Informational columns allow you to include additional information in the upload file. These columns are for your reference only and are not processed when you upload the file.

To create an informational column, prefix the column name with a hash (#), for example, "#Currency". You can add any number of informational columns and they can be placed anywhere in the uploaded file.

Response file

When a mass action is complete, a response file appears in the Upload History. The response file is a zipped .csv file. The response file is identical to the file you uploaded, with additional columns providing information about the outcome of each record.

See the articles in the "Supported Mass Actions" section above for more information about the response files for each type of mass action.