Setup Multi-Org for billing and revenue integration
This section focuses on configurations and impacts across Billing and Revenue.
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Step 1: Sync Zuora Billing's Multi-org enabled tenants to Zuora Revenue.
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Navigate to Zuora Revenue and complete the steps mentioned in and complete the steps mentioned in Schedule Jobs.
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In the Program name dropdown, select ‘RevPro 3.0 Billing Entity ID Sync process’ from the Predefined Programs .
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Navigate to the Program Parameters tab > In the Value field enter the Revenue Tenant ID and Billing Tenant ID to be synced.
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Step 2:Sync FXrate from Zuora Billing to Zuora Revenue
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Navigate to Zuora Revenue and complete the steps given in Schedule Jobs.
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In the Program name dropdown, select ‘RevPro 3.0 Billing Fxrate Sync process’.
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Navigate to the Program Parameters tab and enter the From date and To date to be synced.
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Step 3:Mapping between Zuora Billing org to Zuora Revenue org
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Multi-org in Zuora Billing to Multi-org in Zuora Revenue ( 1:1 relationship) - For this use case, Multi-org should not be enabled in the system through the profile. All the org. data in Zuora Billing defaults to one org. in Zuora Revenue.
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Multi-org in Zuora Billing to Single-org in Zuora Revenue (Many:1 relationship) - For this use case, Multi-org should be enabled in the system through the profile. All the org. data in Zuora Billing needs to be assigned to the corresponding org. in Zuora Revenue.
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- Navigate to Setups > Application.
- From the right side menu
select Organization .
- Disable the Organization/operating unit , if enabled.
Multiple Zuora Billing orgs are now mapped to Zuora Revenue org. ( Many :1 ). All the mapped organizations will now be available on the list screen.
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A Revpro user can access the orgs. based on their role privileges. see Manage User Access to manage user roles.
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Zuora Revenue supports all out-of-the-box reporting for the synced orgs. See Zuora Revenue Reports for more details.