Upload amendments
This article explains how to download and prepare files for uploading amendments in Zuora, including templates and data exports.
To create the upload file, we recommend that you download the template and reference files from Zuora.
- Download the template file.
- Navigate to Subscriptions .
-
On the right side of the Zuora interface, click
Mass Order Entry Template
to download the file (
MassOrderEntryTemplate.csv). Note that some of the columns that appear in the file depend on your tenant settings and whether you are using custom fields.
- Click Export Mass Order Entry to download the subscription information. The Export Mass Order Entry functionality is deprecated and not available by default. See Data Exports . As an alternative, you can export subscription information by exporting data from the Subscription data source and related data sources. See Generate a Data Source Export for more information.
- Download customer account information.
The
Export Customer Accounts
functionality is deprecated and not available by default. See Data Exports
. As an alternative, you can export customer account information by exporting data from the Account data source and related data sources. See Generate a Data Source Export
for more information.
- Navigate to Customer Accounts .
- On the right side of the Zuora interface, click Export Customer Accounts and download the file.
- Download product catalog information.
The
Export Product Catalog
functionality is deprecated and not available by default. See Data Exports
. As an alternative, you can export product catalog information by exporting data from the Product data source and related data sources. See Generate a Data Source Export
for more information.
- Navigate to Product Catalog .
- On the right side of the Zuora interface, click Export Product Catalog and download the ExportProductCatalog.csv.