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Assign an organization to an account

Learn how to assign or update an organizations on an account.

  1. Navigate to Customers > Customer Accounts.
  2. Select the required account.
  3. Click Edit on the account detail page.
  4. In the Organization field, perform one of the following:
    • Assign an organization: If the account organization is null, select an organization to assign.

    • Change an organization: Update the existing organization as needed.

      Note: All associated transaction objects automatically inherit or update to the selected organization through an asynchronous labeling process.
  5. Click Save.
    Note:
    • You can assign an organization only when the account's organization is null.

    • Once assigned, the organization cannot be removed through the Zuora UI. Use the Data Labeling API if needed.

    • For data migration use cases, use the Data Labeling API instead of the UI.