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Procedure

Learn how to install and configure the Configurable Lockbox app in your Zuora tenant.

To install Configurable Lockbox to your Zuora tenant, complete the following steps:

  1. Navigate to Marketplace > Purchases.
  2. Locate the Configurable Lockbox app, hover over it, and click Deploy.
  3. In the New Configuration window that opens, specify the configuration details for the app:
  4. Name - A name is automatically populated. Modify the name if necessary.
  5. Run Mode -See the app's documentation to learn about how to choose a run mode. For Configurable Lockbox, the run mode is Universal.
  6. Execution - Select External unless otherwise specified in the app's documentation.
  7. Build Name - Select Production - US, irrespective of your environment.
  8. Source, Target, etc - Select the tenant login for the app. Some apps or functions require using OAuth. For Configurable Lockbox, select the OAuth tenant login for the installation.
  9. Click Create. The app will be installed and populated under Marketplace in Zuora tenant shortly. You may need to refresh the page for the app name to display.

After the app is installed in the tenant, you can launch, configure, and use the app in Zuora tenant.