Zuora UI Template for the Account and Contact Combiner (Part 1)
This document outlines the mapping relationship between the headers in the Zuora Billing UI template and the fields in the Account and Contact API loader template.
The following table shows the mapping relationship between the headers in the template that is downloaded from the Zuora Billing UI and the fields in the template for the Account and Contact API loader.
|
Account's fields from the UI template |
Fields in the template for the Account and Contact loader |
|---|---|
|
Id |
(used to associated the two files) |
|
Customer Name |
Account Name |
|
Account Number |
Account Number |
|
Sold To |
N/A |
|
Bill To |
N/A |
|
CRM Account ID |
CRM Account ID |
|
Auto-Pay |
N/A |
|
Default Payment Method |
N/A |
|
Payment Term |
Payment Term |
|
PO Number |
PO Number |
|
Allow Invoice Editing |
Allow Invoice Editing |
|
Batch |
Batch |
|
Bill Cycle Day |
Bill Cycle Day |
|
Invoice Delivery By Email |
Invoice Delivery By Email |
|
Invoice Delivery By Print |
Invoice Delivery By Print |
|
Account Balance |
N/A |
|
Currency |
Currency |
|
Status |
Status |
|
Description |
N/A |
|
Created By |
N/A |
|
Updated By |
N/A |
|
Created On |
N/A |
|
Updated On |
N/A |
|
Sales Rep |
Sales Rep |
|
CSR |
CSR |
|
Last Invoiced |
N/A |
|
Notes |
Notes |
|
Payment Gateway |
Payment Gateway |
|
Parent |
Parent Account ID |
|
Ultimate Parent |
N/A |