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Zuora Revenue

Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

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SSP direct upload

Create and download SSP template

Learn how to create and download the SSP template.

It is recommended to download the SSP template and prepare the upload file based on the downloaded template for each SSP upload. Any discrepancy of the column headers between the uploaded file and template will make the SSP batch fail. Complete the following steps and create a template and then download it:

  1. Navigate to SSP > Upload.
  2. In the SSP Upload left pane, to add an SSP template, click the '+' icon.
  3. In the New SSP Template window, complete the following steps and then click the save icon.

    • Provide a unique name for this template in the Template Name field.

    • Specify the start effective date of this template in the Start Date field.

    • Select SSP for the SSP Type field.

    • Specifies whether the uploaded data is based on amount or on percent for the Value Type field.

    • Select appropriate transaction field or fields from the Available Fields list to the Selected Fields list. The selected fields are used for grouping transaction lines.

  4. Ensure that the Enabled switch is toggled to Yes.
  5. (Optional): If you select PERCENT for the Value Type field, you can also select the allocation apply method and allocation apply field, and click the save icon.
  6. (Optional): Specify other optional fields and click the save icon.

    • Template Description: A short description of this template.

    • End Date: The end effective date of this template.

  7. Close the window and click the template name in the left pane.
  8. To download the SSP template, click the Download Template icon.

Last updated: March 2, 2026