Deploy Revenue configuration for an OTR customer
Learn how to deploy Zuora Revenue configurations using Deployment Manager when you are an Order To Revenue (OTR) customer whose source-tenant connection uses OneID-based OAuth credentials.
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Create a source tenant that contains the configuration objects to deploy. Authentication for adding a source tenant from the Billing UI uses the Billing user's client credentials. To add a source tenant, see Create a source tenant for deployment.
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Configure Revenue permissions. In Zuora Revenue, navigate to and configure the role privileges required to access Deployment Manager and the Revenue components. For more information, see User access.
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In the Billing tenant, grant the required permission to the user to access Deployment Manager. For more information, see Platform roles and Overview of Deployment Manager.
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Verify that the required parent objects, especially Labels, are available in the target tenant or are included earlier in the deployment sequence.
- Sign in to the Zuora Billing tenant that is integrated with Zuora Revenue.
- From the Billing interface, navigate to .
- click + New.
- Provide a Deployment Name and an optional Description.
- Select a Source Tenant and click Next.
- Select the Revenue components to compare and deploy. Use the tenant-type filter to display the components that apply to Billing-only, OTR, or Revenue-only environments.
- Compare the source and target tenants.
- Verify and Deploy the selected Revenue configurations.
- Click Confirm, and confirm the Email notification.
- Click Start Deployment.
Review View Logs and the History page after deployment.