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Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

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Data Loader best practices and scope

Best practices for import jobs in Data Loader

This reference guide outlines best practices for importing records, including file format requirements, header specifications, date formatting, and file size limitations.

  • The import file must be a CSV format encoded in UTF-8.

  • The first row must contain unique and non-empty column headers.

  • The maximum supported file size is 1 GB.

  • All date fields must use the supported formats defined in the Data Dictionary.

  • Ensure IsMarker columns are correctly mapped when importing nested objects. For example, Standalone Invoices or Payment Schedules.

  • When importing Accounts and Contact:

    • Set the communication profile to Silent for Migration.

    • Assign records to a dedicated migration batch.

    • Accounts and Contact are created in Active state.

Note: Zuora recommends downloading the Advanced Multi-Action template directly from the target tenant. Templates are dynamically generated based on tenant-specific custom fields. If tenant configurations change, download a fresh template from the appropriate environment (Central Sandbox, Developer Sandbox, or Production).

Last updated: February 2, 2026