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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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Zuora CPQ setup

Send custom fields to Zuora

Learn how to use Zuora Quotes custom fields to send additional information to Zuora.

Use Zuora Quotes custom fields for sending additional information to Zuora to update subscriptions and customer accounts. You can send custom fields values on the following objects:

  • Quote: These custom fields are used to populate the custom fields on the Subscription or Order object in Zuora.

  • Quote Amendment: These custom fields are used to populate the custom Order Action fields and will be sent as a part of the Order.
    Note: Do not use the Custom Quote Fields fieldset on the Quote object together with the Custom Amendment Fields fieldset on the Quote Amendment object. When sent to Zuora, the values populated in the Custom Amendment Fields fieldset will override those in the Custom Quote Fields fieldset. As a workaround, you can move the QuoteAmendment.CustomAmendmentFields custom fields from the Quote Amendment object to the Quote object.

  • Quote Rate Plan: These custom fields values are used to populate the custom fields on the subscription rate plan in Zuora.

  • Quote Rate Plan Charge: These custom fields values are used to populate the custom fields on the subscription rate plan charges in Zuora.

  • Account: The custom field values are used to populate custom fields on the newly created account in Zuora.

Note: If you clear a custom field value in Zuora Quotes and send it to Zuora, the custom value in Zuora will not be changed to a blank value.
  1. For each custom field defined on the object in Zuora, create a custom field with the same API name and type on the corresponding object in Salesforce.
  2. In Zuora Quotes, add the custom field to the fieldset for sending to Zuora:

    • For the Quote object, add the custom field to the Custom Quote Fields, or Custom Order Fields fieldset.

    • For the Quote Amendment object, add the custom field to the Custom Amendment Fields fieldset.

    • For the Quote Rate Plan object, add the custom field to the Custom Rate Plan Fields fieldset.

    • For the Quote Rate Plan Charge object, add the custom field to the Custom Charge Fields fieldset.

    • For the ZFeature object, add the custom field to the Custom Quote Product Feature Fields fieldset.

    • For the Account object, add the custom field to the Custom Account Fields fieldset. See the example for detailed steps.

  3. Create a quote and send the quote to Zuora.

Last updated: February 9, 2026