Set up Salesforce CPQ product catalog for Zuora
Learn how to set up the Salesforce CPQ Product Catalog for integration with Zuora, including required field values and synchronization steps.
When used with Zuora Connector for Salesforce CPQ, additional field values need to be provided in products.
- In the Products tab of Salesforce CPQ, create a new product or edit an existing product. The following fields are required.
Field Origin Description Subscription Pricing Salesforce CPQ See Salesforce CPQ Product Fields for setting this field. Subscription Term Salesforce CPQ Recurring charge period for this product, in months.
Maps to the Billing Period field in Zuora.
Subscription Type Salesforce CPQ Renewable or One-Time.
Usage and Recurring products must be set to Renewable.
One-time charges must be set to One-Time.
Price Editable Salesforce CPQ Select Price Editable only for the Flat Fee and Per Unit Zuora charges.
This field value ignored for the Tiered or Volume tiers, and the prices in the product catalog will be used.
Zuora Product Name Zuora Name of this product specified in Zuora product catalog Product Effective Start Date Zuora The date when you can begin adding the product to subscriptions Product Effective End Date Zuora The date this product is no longer available for subscriptions Rate Plan Effective Start Date Zuora The date when you can begin adding the rate plan to subscriptions Rate Plan Effective End Date Zuora The date this rate plan is no longer available for subscriptions Rate Plan Charge Name Zuora Name of the charge used in Zuora product catalog Charge Type Zuora One-time, Recurring, or Usage.
Usage charges can be sent to Zuora through the Connector, but be aware that Salesforce CPQ quoting will treat them as Recurring charges.
Billing Day Zuora Determines when the specific charge is billed. You can configure these options under Define Billing Periods in Zuora.
Selecting the Default from Customer Account option overrides the bill cycle day specified for the customer.
Charge Model Zuora Determines how charges are calculated in Zuora Billing. See Charge Models for detail descriptions of the supported charge models in Zuora. Trigger Condition Zuora Determines when to start billing customers for the charge. Billing Period Alignment Zuora Aligns charges within the same subscription if two charges begin on different dates. - Depending on the values you specified in the above fields, additional field values might be required.
- Click Save.
- A product must have one price book entry that will be mapped to Zuora product rate plan and charge. Add the product to a price book if it is not already in a price book.
- Click Sync To Zuora and then click Show More Detail to review and verify that the product information passed the initial validation.
- Click Sync To Zuora for the second time to add the product, the rate plan, and the charge to the Zuora product catalog.
- If you are activating more than four currencies, you need to sync your product catalog two times, first to populate the pricing fields in all the currencies and second to activate the currencies in Zuora by repeating the steps #4, #5, #6.