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Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableZuora AIRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableZuora AIRelease NotesBasicsEntitlementsSupport and policies

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Real-Time Reconciliation events

Configure Real-Time Reconciliation for Planet

Learn how to enable and configure Real-Time Reconciliation for Planet in Zuora by following these steps.

Prerequisites
  • Retrieve the HMAC key in the Datatrans dashboard:
    1. Open the Security tab, and then navigate to Security Signature.
    2. If the HMAC key already exists, find it in the third section. Otherwise, generate a new HMAC key.
    3. Copy the HMAC key, which will be used in the configuration of Real-Time Reconciliation in Zuora.
  • Ensure that the merchant ID has not been configured for any tenant or entity for Real-Time Reconciliation enablement. Configuring one merchant ID for multiple entities or tenants in the same environment for Real-Time Reconciliation is not supported.
  • The user configured to perform Real-Time Reconciliation actions must have the following permissions, if the Invoice Settlement feature is enabled on your tenant. Contact your tenant administrator to update the user role or corresponding permissions.
    • Issue External Refund payments permission
    • Unapply Payment payments permission

To enable and configure Real-Time Reconciliation for Planet in Zuora, complete the following steps:

  1. Click your username in the upper right and navigate to Settings > Payments > Configure Real-Time Reconciliation . This page displays all available Real-Time Reconciliation configuration mappings for active gateway authentication credentials.

    • Name : the Planet merchant ID.

    • Gateway Type : the type of the gateway instance associated with the Real-Time Reconciliation service.

    • Gateway Identifier : the Planet merchant ID.

    • User : the Zuora username of the user who performs the reconciliation actions.

    • Actions : the operations for managing the Real-Time Reconciliation configuration:

      • Delete : Delete a configuration mapping.

      • Edit : Update the HMAC key or the user who will perform the reconciliation actions.

  2. Select Planet from the Gateway Type list, and then click Add .
  3. On the Enable Real-Time Reconciliation page, add the merchant account and user that will be used by Zuora to perform the reconciliation actions.
    1. In the Gateway Merchant Account field, enter your Planet merchant ID.
    2. In the HMAC Key field, enter the HMAC key.
    3. In the User to reconcile events section, select any of the following options. Ensure the user has obtained the required permissions. Note that only users created through the Zuora UI are loaded in the list. Users created through One ID are not available in the list.

      • Current User : the user who is logging in to Zuora and performing this Real-Time Reconciliation enablement.

      • Select a User : Select a user from the list who has obtained the required permissions to perform reconciliation actions.

  4. Click Submit .

Last updated: June 4, 2026