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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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CPQ X Rules Engine

Export and import Zuora Rules

Learn how to export and import Zuora rules efficiently, with recommendations to minimize Apex CPU timeouts during operations.

Export or import rules and related objects in the Rules tab. For example, you can use the export and import features when you migrate rules between Salesforce orgs.

Note: We recommend that you import no more than 400 rules in one import operation to minimize the risk of Apex CPU timeouts.

To import rules :

We recommend that you export no more than 700 rules in one export operation to minimize the risk of Apex CPU timeouts.

To export rules :

  1. Perform the following steps to import rules.
    1. In the Rules tab, click Migrate. If you do not see the Migrate button, click Go!, and the Migrate button displays.
    2. Click Choose File in the Import Rules section.
    3. Select the file containing the rules and the related objects and click Open.
    4. Click Upload.
    5. In the Import Status section, click Import to complete the import.
    6. After the import, you need to map the Product Rate Plans used in the Add Product rules to the Product Rate Plans in this org. The Product Rate Plans in the target org have different Ids from the Product Rate Plan Ids in the import CSV file. Edit each rule imported, and update the Product Rate Plans used in the Add Product actions to the corresponding rate plans in this org.
      Note:

      We recommend that you export no more than 700 rules in one export operation to minimize the risk of Apex CPU timeouts.

  2. Perform the following steps to export rules.
    1. In the Rules tab, click Migrate. If you do not see the Migrate button, click Go!, and the Migrate button will appear. If you still do not see the Migrate button, follow the steps below to add Migrate button to Rules List View.

      • Navigate to Setup > Create > Objects > Rule.

      • In the Search Layouts section, click Edit next to Rules List View.

      • In the Custom Buttons section, move Migrate from the Available Buttons list to Selected Buttons list.

      • Click Save.

    2. After reviewing the records detail, click Export . All the rules and the related objects are exported to a CSV file named rule_export.csv.
      Note:

      In Quotes version 10.38, we have added the TriggerEvent column to the existing Rules CSV file. When you migrate rules between Salesforce orgs, ensure that you export the CSV file from the current Salesforce org in Quote Studio, add the Trigger Event column with values in the CSV file as shown in the following image, and import the file in the new Salesforce org to avoid any errors. TriggerEvent column supports, Everytime (default), SaveSubmit, or InitialLoad as values


Last updated: November 21, 2025