Procedure
Learn how to enable and configure Real-Time Reconciliation for Planet in Zuora by following these steps.
To enable and configure Real-Time Reconciliation for Planet in Zuora, complete the following steps:
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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.
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Name : the Planet merchant ID.
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Gateway Type : the type of the gateway instance associated with the Real-Time Reconciliation service.
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Gateway Identifier : the Planet merchant ID.
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User : the Zuora username of the user who performs the reconciliation actions.
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Actions : the operations for managing the Real-Time Reconciliation configuration:
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Delete : Delete a configuration mapping.
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Edit : Update the HMAC key or the user who will perform the reconciliation actions.
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- Select Planet from the Gateway Type list, and then click Add .
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On the
Enable Real-Time Reconciliation
page, add the merchant account and user that will be used by Zuora to perform the reconciliation actions.
- In the Gateway Merchant Account field, enter your Planet merchant ID.
- In the HMAC Key field, enter the HMAC key.
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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.
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Current User : the user who is logging in to Zuora and performing this Real-Time Reconciliation enablement.
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Select a User : Select a user from the list who has obtained the required permissions to perform reconciliation actions.
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- Click Submit .