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Integrate cancelation

Learn how to process cancelations in Zuora by updating the Cancelation Effective Date in both the Orders Stack and the Amendment Stack, and submitting the cancelation through the appropriate steps.

In the Amendment Stack, after you update the Cancelation Effective Date field on the Contract, a Cancelation Amendment is immediately generated into Zuora.

  1. Perform the following steps to submit a cancelation if you have Orders enabled.
    1. In the Orders Stack, update the Cancellation Effective Date field on the Contract.
    2. Click the Send To Zuora button.
    3. Ensure that you can see a CancelSubscription Order Action listed on the page, and click Send To Zuora to submit the cancelation
  2. Perform the following steps if the contract contains a subscription that you do not want to include in the corresponding Zuora subscription.
    1. Edit the SteelBrick Subscription layout and add the Do Not Send To Zuora field to the Subscription page layout.
    2. Open the contract in Salesforce CPQ before sending it to Zuora.
    3. In the Subscriptions section, click the subscription number that you do not want to include in the Zuora subscription.
    4. Click Edit.
    5. Select the Do Not Send To Zuora field.
    6. Click Save.
    7. Now proceed to send the contract to Zuora.