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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.

  1. In the Products tab of Salesforce CPQ, create a new product or edit an existing product. The following fields are required.
    FieldOriginDescription
    Subscription PricingSalesforce CPQSee Salesforce CPQ Product Fields for setting this field.
    Subscription TermSalesforce CPQ

    Recurring charge period for this product, in months.

    Maps to the Billing Period field in Zuora.

    Subscription TypeSalesforce CPQ

    Renewable or One-Time.

    Usage and Recurring products must be set to Renewable.

    One-time charges must be set to One-Time.

    Price EditableSalesforce 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 NameZuoraName of this product specified in Zuora product catalog
    Product Effective Start DateZuoraThe date when you can begin adding the product to subscriptions
    Product Effective End DateZuoraThe date this product is no longer available for subscriptions
    Rate Plan Effective Start DateZuoraThe date when you can begin adding the rate plan to subscriptions
    Rate Plan Effective End DateZuoraThe date this rate plan is no longer available for subscriptions
    Rate Plan Charge NameZuoraName of the charge used in Zuora product catalog
    Charge TypeZuora

    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 DayZuora

    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 ModelZuoraDetermines how charges are calculated in Zuora Billing. See Charge Models for detail descriptions of the supported charge models in Zuora.
    Trigger ConditionZuoraDetermines when to start billing customers for the charge.
    Billing Period AlignmentZuoraAligns charges within the same subscription if two charges begin on different dates.
  2. Depending on the values you specified in the above fields, additional field values might be required.
  3. Click Save.
  4. 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.
  5. Click Sync To Zuora and then click Show More Detail to review and verify that the product information passed the initial validation.
  6. Click Sync To Zuora for the second time to add the product, the rate plan, and the charge to the Zuora product catalog.
  7. 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.