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Run and monitor Opportunity Product sync

Learn how to run and monitor the Opportunity Product sync from a Quote, understand sync statuses and behavior, and troubleshoot common issues.

  1. Navigate to a Quote record.
  2. Click Sync Opportunity Products.
    Note:

    The Sync Opportunity Products button is not added automatically. Salesforce admins must add it to the Quote Lightning Record page. See Add Sync Opportunity Products button.

    For sync statuses, see Sync Status Values.

    When you trigger sync:

    • The Quote sync status changes to Queued or Sync Pending and a background batch job is enqueued.

    • After completion, the status updates to Completed or Failed. You may need to refresh the page to see the latest status.

    • Opportunity Product sync uses the standard error logging framework shared across Zuora CPQ. For more information, seeError logging for Opportunity Product sync.

    If auto-sync triggers are configured, sync runs automatically when configured events occur.

    Each sync run:

    • Refreshes Opportunity-related data based on the latest subscription and billing information.

    • Deletes and recreates all previously synced Opportunity Products for that quote.

    • Does not affect manually created Opportunity Products.

    OppProdSyncGlobalService.syncQuotes(Set<Id> quoteIds) is available for cross-namespace Apex callers and integrations.

    If the sync completes without creating any Opportunity Products, all Charge Segments are filtered out by the configured Sync Settings. Ask your admin to review one-time, usage, zero-dollar, and removed/downsell charge filters.

    If Opportunity Products display unexpected amounts, field mappings may be misconfigured. Ask your admin to review and correct the source and target fields in the Field Mappings configuration.