How to connect Zuora to ChartMogul

You will need to be an Admin in both ChartMogul and Zuora to complete the following steps and initiate a data import from Zuora to ChartMogul.

Connecting your Zuora account

1. Create a read-only API user in your Zuora account following these instructions on their support site.

2. In your ChartMogul account, go to Admin > Data sources , click on the New Data Source link at the top and choose Zuora as the system.

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3. Enter the username and password for the API user that you created in step 1, and the Tenant ID of your Zuora account (found here).

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4. Choose whether you want to include usage-based charges in subscription revenue, and whether or not to import customer accounts that are marked Cancelled in Zuora.

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5. Finally, click IMPORT DATA to start the import from Zuora. The import can take some time but it's progress will be displayed on the same page.

Re-Syncing your data

Your ChartMogul account will automatically update about once an hour with new activity from your Zuora account. You can also manually re-sync all Zuora data to your ChartMogul account if you wish. To re-sync your Zuora data with ChartMogul, navigate to the Zuora data source and click IMPORT DATA again. This will completely remove and re-import all your Zuora data into your ChartMogul account.

What you need to know:

  • Zuora's RatePlanCharge objects are used to generate Subscription Plan objects in ChartMogul. A subscription in Zuora with several rate plan charges will be represented as several subscriptions in ChartMogul - one ChartMogul subscription for each Zuora rate plan charge.
  • A subscription must have invoices raised against it, for ChartMogul to calculate its MRR. If no invoices are raised, then the customer will be reported as a Lead and will have no MRR reported in ChartMogul.
  • ChartMogul currently does not support Zuora's Suspend a Subscription feature. Active subscriptions can only be cancelled in ChartMogul.
  • You can choose to have usage-based charges reported as recurring or non-recurring revenue before initiating the data import. The default behavior is to have usage-based charges reported as non-recurring revenue.
  • Custom fields on Zuora's Customer Accounts are imported and added as custom fields to customers in ChartMogul for use with our segmentation features.
  • Zuora's decimal quantities are rounded to integer quantities in ChartMogul.
  • Zuora Invoices that are Cancelled are ignored.
  • If a Zuora invoice is deleted ChartMogul won't reflect it until a full re-sync is run.
  • When a Zuora Customer Account is imported into ChartMogul, the contact information imported is the BillTo contact information from Zuora.
  • If a customer has only One Time charges, they will have the status Lead in ChartMogul. Learn more about customer statuses in ChartMogul.
  • We currently only support one method of managing free trials in Zuora, as described in Example 1 in this Zuora support article
  • "Subscription Term" billing period is currently not supported.
  • Invoice Item Adjustments and Invoice Adjustments in Zuora impact MRR in ChartMogul.
  • Invoice Item Adjustments impact the item that they are applied to. Invoice Adjustments are applied using a weighted distribution method to all items in the invoice.
  • Partial payment and refunds are not yet supported. This only affects cashflow reports and revenue recognition features in ChartMogul.
  • If the billing cycle of any your customers is different from their subscription plan service cycle, then ChartMogul's reports will be incorrect for those customers.