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Zuora CPQ

Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

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Multi-entity in Zuora CPQ

Set up Multi-entity in Zuora CPQ

Set up Zuora 360 to work with multiple entities by installing packages, granting permissions, and configuring settings.

  1. Install the Zuora Quotes, Version 7.2, and Zuora 360, Version 3.2, packages.
  2. Grant the permissions on the Billing Entity object in Zuora 360.
  3. Grant the field level permissions on the new entity id fields in Zuora 360.
  4. Update any page layout with the deprecated SKU field (zqu__SKU__c). Replace the SKU field (zqu__SKU__c) with the new SKU field (zqu__SKU2__c).
  5. For the custom fields defined in all your Zuora entities, create the corresponding fields in Salesforce with the same API name.
  6. Enable the Multi-Entity setting in Zuora Quotes.
  7. Set the organization wide default values in Default Value Settings. The organization level default values are used as the default when making new entities.
  8. Run the 360 syncs from each new Zuora entity you want to connect to Zuora CPQ.
    1. Run the Product Catalog sync. The Product Catalog sync updates the Billing Entity information in Zuora Quotes with the information from Zuora.
    2. Run the Account and Related Objects sync.
  9. (Optional) Run a Salesforce report with the Entity Id field to verify that the accounts in each entity are synchronized correctly.
  10. In Zuora Quotes Connection Settings, test connections to all Zuora entities.
  11. Configure Zuora Config settings for each entity in Zuora Config Default Value Settings.

    You must set the Subscription Name field to Auto-number for subscription names to be automatically generated in the Multi-entity setting.

  12. Migrate the previously synced data.
  13. Update WSDL to the version 76 in Zuora 360.
  14. If using Order Builder, update the settings in Connection Setup to use the Zuora WSDL version 76 in the Endpoint field. For example: https://services422.zuora.com/apps/services/a/76.0
  15. Update your Order Builder code to add the Entity Ids in the zlogin method.
  16. Add the Billing Entity field to the Quote Template and Invoice Template page layouts.
  17. Open existing Quote Templates and set the Billing Entity field.
  18. Add new Quote Templates for new entities.
  19. Open existing Invoice Templates and set the Billing Entity field.
  20. Add new Invoice Templates for new entities.
  21. Open Communication Profile Settings in Zuora Config and click Refresh Profiles from Zuora.
  22. Open Payment Pages Settings in Zuora Config and click Refresh Payment Pages.

Last updated: October 31, 2025