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Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

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Batch Gateway Reconciliation on Chase Orbital gateway integrations

Chase Paymentech Delimited File Reporting service

To process the credit card chargeback Gateway Reconciliation events on the Chase Paymentech Orbital Gateway integration, use the Chase Paymentech Delimited File Reporting service.

To enable the Chase Paymentech Delimited File Reporting service, complete the following steps:

  1. Work directly with Chase to complete their technical profile questionnaire for setting up PID and DFR.

    Questionnaire

    Section

    Question

    Answer

    PID

    Connection Type

    DFR

    NC Batch

    Authentication/Security (SFTP)

    Encryption (Netconnect Only)

    ZIP

    Login Type

    Username & Password

    IP Address Test/Production

    See

    DFR

    Delimited File Reporting

    Delimiter

    Comma

    Masking

    Last 4

    Reports > EXCEPTION REPORTS INCLUDED IN THE “A” SERIES FILE > PDE0017 – Chargeback Activity

    Daily

    • For the following information in the Delimited File Reporting section, you need to work with Chase to make a decision:

      • Entity Number

      • Entity Type

      • Other Options

      • Cross Currency and Standard Detail Data for PDE0017 – Chargeback Activity

  2. Submit a request to Zuora Global Support to enable the Chase Paymentech Delimited File Reporting service for your tenant. After it is enabled, the ChaseDFR gateway integration is available on your tenant.
  3. In the Zuora UI, enable the ChaseDFR gateway integration on your tenant and set up a ChaseDFR gateway instance with the following configurations. For detailed instructions, see Set up payment gateways .

    • Type : Select ChaseDFR (Reconciliation Only) .

    • Name : Specify a name for this gateway instance.

    • Use Gateway Test Environment : Select it.

    • Enable Gateway Reconciliation : Select it.

    • SFTP Username : Enter your SFTP username for the reconciliation.

    • SFTP Password : Enter your SFTP password for the reconciliation.

    • Unzip File Password : Password for unzipping files for the reconciliation.

The following table describes Zuora's action for the credit card chargeback event:

Object

Zuora Event

Zuora Action

Payment

Chargeback

  • Zuora updates Gateway State to Settled on the refund transaction.

  • Zuora creates an external refund if the chargeback currency is the same as the payment currency. If "Payment Reversal" is active in the Reason Codes list , the reason code is set to "Payment Reversal". Otherwise, the reason code is set to the default reason code in the list.

  • If the Support refunding payments from the credit balance with Gateway Reconciliation setting is enabled, a credit balance refund will be created. See Refund payments with credit balance in gateway reconciliation for more information.

  • No value is populated in Gateway Reconciliation Status or Gateway Reconciliation Reason.

If you do not want Zuora to create refunds for chargeback events, submit a request to Zuora Global Support .

Reconciliation reports are scheduled to run daily at 7:00:00 a.m. PDT. Zuora automatically retrieves the reports, which can be viewed by accessing Payment Operations > Gateway Reconciliation .

Last updated: October 10, 2025