Supported Data Types

The following data types are supported for Zuora Quotes custom fields used for sending quotes to Zuora.

• Text

• Text Area

• Text Area Long

• Picklist

• Number

• Boolean (Checkbox in Salesforce)

Custom Quote Query Fields

From Quotes version 10.33, you can add custom fields to the zqu__CustomQuoteQueryFields fieldset to get data from subscriptions in Zuora during amendments or renewals. Previously, custom order fields were not populated on the amendment or the renewal quote as part of the stored existing product job created in the previous subscription version.

Custom Order Query Fields

From Quotes version 10.38, you can add custom fields to the zqu__Custom_Order_Query_Fields fieldset to get data from orders in Zuora during amendments or renewals. Previously, custom order fields were not populated on the amendment or the renewal quote as part of the stored existing product job created in the previous subscription version.

Custom Account Fields

When you add a custom field on the Account object to the Custom Account Fields (zqu__CustomAccountFields) fieldset, the value of the custom field is used to populate the corresponding custom field, with the same API name, on the account when the quote is sent to Zuora.

Custom Account Fields are sent to Zuora only when you create a subscription for a NEW billing account.

By default, this fieldset contains no fields.

Sync Method Precedence

Any pre-existing custom implementation that uses the sendToBilling() method to programmatically send custom fields to Zuora will override any custom fields configured to send through the Zuora Quotes fieldsets.

For example, if you a have custom implementation that sends MyCustomField_1__c to Zuora and configured MyCustomField_2__c and MyCustomField_3__c through a fieldset, only MyCustomField_1__c is sent to Zuora.

You must choose one send method to Zuora – configuration through fields sets or custom implementation.

Zuora recommends reviewing your customizations before configuring custom fields and sending them to Zuora.

See the sendToBilling method or Sending Custom Fields to Zuora for more information about this alternate method.