Welcome to Zuora Product Documentation

Explore our rich library of product information

Set up Connector

Learn how to set up the Salesforce CPQ connector in Zuora, including authentication, configuration, and synchronization settings.

  1. Access the Configure tab in Marketplace > Integration Hub > Salesforce CPQ to initiate the connector setup. If you cannot access the CPQ connector, initiate a support ticket for installation.
  2. Authenticate to Salesforce CPQ by following the on-screen prompts and entering your Lightning Salesforce CPQ customer instance credentials. Set the Salesforce instance type based on your Salesforce environment.
  3. Authenticate to Zuora using the provided Client ID and Client Secret. Set the environment to the REST Zuora endpoint. (e.g., rest.apisandbox.zuora.com). Generate Zuora credentials by following the steps outlined in the Zuora Knowledge Center guide.
  4. Configure the connector configuration fields listed below. Refer to the Custom Field Mapping Format for detailed steps on configuring custom field mappings.
    Field NameDescription
    SFDC HostThe SFDC environment. For example: zuora-18f-dev-ed.develop.lightning.force.com. The SFDC domain is the unique endpoint for SFDC without the https
    zuora REST endpointThe Zuora environment (For example, rest.apisandbox.zuora.com)
    Zuora tenant IDTenant ID in Zuora
    zuora_customer_namePreferred Zuora customer name
    Sync opportunity fieldsWhen set to true, the opportunity custom fields can be synced between SFDC CPQ and Zuora Order
    sfdc_use_list_price_baseRefer to Billing SFDC Connector
    use_subscription_start_dateWhen enabled, the connector will map the subscription start date in Zuora subscription to the subscription start date in Salesforce. If not enabled, the subscription start date in Zuora will default to the contract start date in Salesforce CPQ
    amend_subscriptionsEnabling "amend_subscriptions" is recommended to support common use cases of syncing orders from Salesforce CPQ
    customer_alert_emailReceive email alerts for synchronization failures
    Increment tier upper bound for decimal pointImpacts the way usage-based tiered and volume charges are calculated. For more information, see Order synchronization impact.
    Subscription_term_in_daysThis allows the connector to create subscription terms in Zuora in days, ideal for handling incomplete months. It should only be used when sfdc_use_list_price_base is not enabled.
    Trigger_dates_on_orderEnables the synchronization of all three trigger dates on subscriptions.
  5. Click Next and Finish. You can modify the connector configuration at any point in time.