Best practices for update jobs in Data Loader
The reference topic outlines the best practices for updating records in a Zuora tenant, including data preparation, backup, validation, testing in a sandbox, and loading data in production.
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Export the existing records to be updated. Use Zuora Central Platform Data Query to retrieve the required record IDs.
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Create a backup of the current data before making updates, to allow recovery if needed.
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Ensure the data complies with Billing and Payments API validation rules and that the CSV uses a Data Loader supported template format:
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The File must be in CSV format and encoded in UTF-8.
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The first row must contain unique, non-empty column headers.
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Record IDs must be included for accurate updates.
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All date fields must follow the supported formats defined in the Data Dictionary.
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Maximum supported file size is 300 MB.
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Run the update job in a sandbox environment before applying it to production to identify and fix any issues.
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After successful validation, execute the update in Production and review the status in the data loader list view page.