home

Zuora Payments

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

Welcome to Zuora Product Documentation

Explore our rich library of product information

Show Contents

thumbnailZuora Payments

Payment Method Updater for Chase

Set up Chase Payment Method Updater

Learn how to set up the Chase Payment Method Updater through the Zuora UI, including configuring basic information, credentials, updater services, and rules.

  • Work directly with Chase NCB to complete their technical profile questionnaire. When you fill in the questionnaire, specify information according to Questionnaire requirements for Chase NCB Account Updater.

  • Obtain a division number from Chase NCB, and contact Zuora Global Support to add the division number to the merchant ID for Chase NCB. The division number is a six-digit number that Chase NCB assigns, and it is unique to your merchant account.

  • Contact Chase NCB to set the Duplicate Detection field to Duplicate Detection - All Responses.

  • Download the public PGP key file and the SSH key file that Zuora provides, and send both files to Chase NCB.

You set up the Chase Payment Method Updater (PMU) through the Zuora UI.

  1. Click your username at the top right, and then navigate to Settings > Payments > Set Up Payment Method Updater.
  2. Select Chase from the Updater Type list, and then click Add Payment Method Updater.
  3. In the Basic information area, configure the following settings:

    • Processor: Your gateway or processor must approve the PMU functionality. After it is enabled, Zuora automatically sends Chase NCB payment methods to Chase NCB for updates.

    • Select Active to activate your Chase NCB Account Updater in Zuora. When this check box is selected, PMU automatically submits credit card information for updates. If you configure multiple active updaters, they might submit the same cards and receive the same updates. Ensure that you configure duplicate detection with Chase as described in the prerequisites.

    • In the Name field, enter the name that you want to use to identify the updater.

  4. In the Credentials area, configure the following settings:

    • In the Presenter's ID (PID) field, enter the PID that Chase NCB Merchant Services assigns. The PID is the number that is assigned to the application that physically sends the data file (the presenter).

    • In the PID Password field, enter the PID password that Chase Merchant Services assigns.

    • In the Submitter's ID (SID) field, enter the SID that Chase Merchant Services assigns.

    • In the SID Password field, enter the SID password that Chase Merchant Services assigns.

    • From the Division Number list, select the division number that Chase assigns to your account.

    • In the SFTP Username field, enter the SFTP user name that is used for reconciliation.

  5. In the Updater services area, select the updater services that you want to use:

    • Select Visa Account Updater (VAU).

    • Select MasterCard Automatic Billing Updater. Both Visa and Mastercard services are supported.

  6. In the Rules area, configure the following settings:

    • In the Start Payment Method Updater service days prior to the Bill Cycle Day field, specify the number of days. Zuora recommends a value of 10 days before the bill cycle day, because the Chase NCB Account Updater service typically takes 10 days to process credit card account information for updates.

    • If you select Only update payment methods for customer accounts associated to this gateway/processor, only the credit cards for customer accounts that meet either of the following conditions are included in the updates. Clear this check box to send all credit card information to Chase.

      • The default payment gateway of the customer account is set to Chase, in the Billing and Payment Info section on the Customer Account page.

      • The default payment gateway of the customer account is not configured, but the default payment gateway of the tenant is set to Chase.

    • If you select Only update the default payment method for AutoPay customer accounts, only the default credit card payment methods for customer accounts that have AutoPay enabled are included in the updates. Clear this check box to send data for all credit cards for all customer accounts to Chase NCB, regardless of whether AutoPay is enabled for the customer account.

  7. Click Save Updater Information to save the configuration.

Last updated: June 5, 2026