Mass Order Entry fields

The Mass Order Entry Fields allow you to input and manage large volumes of subscription data efficiently, with specific guidelines for fields such as Subscription Code, Account Number, and Rate Plan ID. Ensure compliance with record limits and field requirements to avoid errors.

The following table describes the information that you can enter in the Mass Order Entry template.

If you have more than 200,000 records, the following error is returned:

<timestamp> The total number of records to be exported exceeds the maximum limit of 200000, please contact customer support to complete the export request.


Column	Required?	Description
(custom fields)	No	If you have create custom fields for Rate Plan Charge, download the template after creating them, and they will automatically appear in the template.
Subscription Code	Yes	Internal Zuora ID Enter New for the first line of a subscription. If there is more than one charge in the subscription, enter Prev for any subsequent lines for that subscription.
Subscription Version	No	Internal Zuora ID Leave this empty
Account Number	Yes	Customer Account Number Must be a valid customer account. Will be the account numbers provided from the customer load if they were previously provided. Example: `A00001201`
Order Type	No	String defining the subscription type. For creating a subscription, the only possible value is `Create Subscription`
Order Name (amendments only)	No	Leave this empty. Name of the Amendment
Change Description (amendments only)	No	Leave this empty. Enter a description for your change.
Initial Term	Conditional	Initial Term of the Subscription. Must be 1 or greater. Use only when Subscription Term Type is TERMED - leave empty when Subscription Term Type is EVERGREEN.
Renewal Term	Conditional	Renewal Term of the Subscription. Must be 1 or greater. Use only when Subscription Term Type is TERMED - leave empty when Subscription Term Type is EVERGREEN.
Term Commitment	No	Leave this empty
AutoRenew	Conditional	Should you set the subscription to autorenew? Optional: TRUE or empty. Use when Subscription Term Type is TERMED. Leave empty when Subscription Term Type is EVERGREEN.
Term Start Date	Optional	Start of of the new subscription term, as MM/DD/YYYY. Basis of renewal date. If left empty, it will default to the Contract Effective Date once the subscription has been imported to Zuora.
Save as Draft	No	Optional. TRUE or empty
Contract Effective Date	Yes	Effective Date of the contract, as MM/DD/YYYY
Service Activation Date	Yes	Activation Date of the contract, as MM/DD/YYYY
Customer Acceptance Date	Yes	Date upon which the customer will accept the contract, as MM/DD/YYYY
Cancel Subscription Date	No	Leave this empty
Product SKU	No	Product SKU As entered in the product catalog. Using the extract of the product catalog, use an appropriate value from the SKU field on the Product tab. Example: SKU-00000107
Product Name	No	Product Name As entered in the product catalog. Using the data sources extract of the product rate plan charge (which includes data on the product, rate plan, and rate plan charge), use a value from the Product: Name field. It should correspond to the SKU. Example: Ultimate Screen Capture
Rate Plan ID	Yes	Internal Zuora rate plan ID Enter the rate plan ID, or leave empty. If left empty, this will be updated by Zuora based on the rate plan name provided in the next column. Using the data souces extract of the product rate plan charge (which includes data on the product, rate plan, and rate plan charge), use the value from the Product Rate Plan ID field. Example: `4028e6963716432e013733b3aaf36ea9`
Rate Plan Name	Yes	Rate plan name As entered in product catalog. Using the data sources extract of the product rate plan charge (which includes data on the product, rate plan, and rate plan charge), use the value from the Product Rate Plan: Name field.
Rate Plan Component ID	Yes	Internal Zuora rate plan ID Enter the rate plan charge ID, or leave empty. If left empty, this will be updated by Zuora based on the charge name provided in the next column. Using the data sources extract of the product rate plan charge (which includes data on the product, rate plan, and rate plan charge), use the value from the Product Rate Plan Charge ID. Example: `4028e6963716432e013733b5b29273f3`
Charge Name	Yes	Charge Name As entered in the product catalog. Enter the charge name Using the data sources extract of the product rate plan charge (which includes data on the product, rate plan, and rate plan charge), use the value from the Product Rate Plan Charge: Name.
Charge Description	No	Charge Description Leave empty or enter the charge description as it appears in the product catalog.
Price	No	Price being charged Enter a price in the format #####.## (for example, 12345.67)
Quantity	No	Units being charged Number only Enter if applicable to the charge type you are using. Some charges do not require Quantity.
# Periods To Prepay	No	Leave this empty
Overage Included Units	No	Leave this empty. Enter if applicable to the charge type you are using.
Overage Price	No	Leave this empty Enter if applicable to the charge type you are using.
Overage (Smoothing) # Periods	No	Leave this empty Enter if applicable to the charge type you are using.
Accounting Code	No	Accounting code Leave empty. The accounting code will be populated by Zuora and is the accounting code inherited from the product rate plan charge.
Revenue Recognition Code	No	Enter the Revenue Recognition Code as configured on the charge line.
Revenue Recognition Trigger Date	No	Enter the Revenue Recognition Trigger Date as configured on the charge line. Possible values are as follows: Contract Effective Date Service Activation Date Customer Acceptance Date
Subscription Term Type	Yes	Specify TERMED or EVERGREEN
Overage Credit Back Option	No	Leave empty. The accounting code will be populated by Zuora and is the accounting code inherited from the product rate plan charge.
Overage Credit Back Rate	No	Leave empty. The accounting code will be populated by Zuora and is the accounting code inherited from the product rate plan charge.
Invoice Separate	No	Leave empty. This column may not be present in the template you download, depending on your tenant setting for the option "Enable Subscriptions to be Invoiced Separately".
Price Increase Percentage	No	Leave empty. Optional.
Use Discount Specific Accounting Code	No	Leave empty. Optional.
Invoice Account Number	No	Leave empty. Optional.
Destination Account Number	No	Leave empty. Optional.
Destination Invoice Account Number	No	Leave empty. Optional.
Usage Record Rating Option	No	Leave empty. Optional.
Billing Period	Optional	Billing period for the charge.
Specific Billing Period	Conditional	Customizes the number of months or weeks for the charges billing period. This field is required if you set the value of the Billing Period field to Specific Months or Specific Weeks . The Specific Weeks in the Billing Period field is in Limited Availability.
Billing Period Alignment	Optional	Aligns charges within the same subscription if multiple charges begin on different dates.
Billing Timing	No	Billing timing for the subscription. Can be In Advance or In Arrears . Note: This feature is in the Early Adopter phase. If you want to have access to the feature, submit a request at Zuora Global Support .

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Mass Order Entry fields

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