Implementation checklist
To enable a complete billing integration between Zephr and Zuora Billing, ensure the following:
- OAuth credentials (Client ID/Secret) and API URL are set up.
- Payment form settings:
- If you're using the newer hosted payment form, created via , ensure the publishable key is configured. ensure the publishable key is configured.
- If you're using the legacy Hosted Payment Method (HPM 2.0), the Hosted Page URL and Hosted Page ID must be configured in Zuora.
- User attributes for first name and last name are mapped.
- (Optional) CRM Foreign System Key is set, if syncing with an external CRM.
- Zephr products are mapped to Zuora product rate plan IDs
- Create a Zephr product and map the relevant Zuora rate plan (representing a payment option).
- Courtesy grant logic is configured based on billing timing.
- Webhooks and Realm are set up in Zuora (under the relevant screen) to trigger updates in Zephr. The realm value in Zephr should match the Domain value in Setup Profiles, Notifications, and Email Templates screen in Zuora.
- Ensure the product and rate plan structure in Zuora is compatible with Zephr products and features.