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This page explains the different steps to configure a new Zuora tenant.

General information

Zuora has 2 datacenters : 

EU and US

Hotel-Spider CH is hosted in the US Datacenter

Hotel-Spider DE is hosted in the EU Datacenter

We use the REST interface. Previously the code was based on SOAP but it is not available in the EU Datacenter !

The REST documentation can be found at https://www.zuora.com/developer/api-reference/

REST endpoints

...

This page explains the different steps to configure a new Zuora tenant.

General information

Zuora has 2 datacenters : 

EU and US


Hotel-Spider CH is hosted in the US Datacenter

Hotel-Spider DE is hosted in the EU Datacenter


We use the REST interface. Previously the code was based on SOAP but it is not available in the EU Datacenter !

The REST documentation can be found at https://www.zuora.com/developer/api-reference/


REST endpoints

Tenantbase endpointExtranet
US Productionhttps://rest.zuora.comhttps://www.zuora.com/
US API Sandboxhttps://rest.apisandbox.zuora.comhttps://apisandbox.zuora.com
EU Productionhttps://rest.eu.zuora.comhttps://eu.zuora.com
EU Sandboxhttps://rest.sandbox.eu.zuora.comhttps://sandbox.eu.zuora.com

...


Default Term Type
Termed
Default Initial Term (months)
12
Default Renewal Term (months)
12
Default Subscriptions to Auto-Renew?
Yes
Require Customer Acceptance of Orders?
No
Require Service Activation of Orders?
No
Enable Subscriptions to be Invoiced Separately?
Yes
Enable Automatic Price Change when Subscriptions are Renewed?
No
Enable subscription auto-renew when there's no product in subscription?
No
Subscription Auto Renew Job Type
System Default

Customize Units Of Measure (UOM)

Go to Settomgs Settings > Billing > Customize Unit of Measures

Carefull to not add any space or tabulation !

Active

Name

Displayed As

DecimalPlaces

Rounding Mode

Usage Log File Label


YES


Booking Channels

Booking Channels

0

Up

Booking Channels


YES


Rooms

Rooms

0

Up

Rooms


YES


Additional Booking Channels

Additional Booking Channels

0

Up

Additional Booking Channels


YES


Room Stay Amount

Room Stay Amount

2

Up

Room Stay Amount


YES


Reservation Amount

Reservation Amount

2

Up

Reservation Amount


YES


FAX A4 Page

FAX A4 Page

0

Up

FAX A4 Page


YES


Reservations

Reservation Count

0

Up

Reservation Count


YES


Callback

Callback

0

Up

Callback


YES


SMS

SMS

0

Up

SMS

Customize Currencies

Go to Settings > Billing > Customize Currencies

Tourisoft Sàrl:

  • CHF (default)
  • EUR

Tourisoft GmbH:

  • EUR (default)

...

Field LabelAPI NameData TypeRequiredDefault valuePossible valuesDescription
isviewableisviewable__cPicklistYES10
1		Define if a rateplan can be seen in the V4

Subscription Rate Plan Fields (Non-Indexed)

...

This field is used for limitations and usage calculation.

its purpose is to define which bookingChannelId from the v4 is attached to the rateplan.

This value is then used to idenfy reservation source in the v4.

Amendment Fields (Non-indexed

...

This field identifies an amendment from the v4

Usually it is the current version with "d" prefix

...

Identify the destination invoice owner id.

We can't read the destination owner id from Zuora query so we need to have a duplicate field for that

...

Identify the previous invoice owner id.

We can't read the previous owner id from Zuora query so we need to have a duplicate field for that

...

Define Billing Periods

Customize Billing Periods

Tourisoft Sàrl:

  • Month (default)
  • Quarter
  • Semi-Annual
  • Annual

all Tourisoft Sàrl products are to be defined prioritarily in monthly, as customers are required to pay monthly fees. The quarter, semi-annual, annual are active for specific products, for swiss clients until direct debit is made available. Some African customers also may optionally benefit from this as they have high banking fees and very slow and complicated banking transactions.

Tourisoft GmbH:

  • Month (default)

Customize Billing Day

Default from Customer Account

Customize Billing Period Start Days

1st of the month

Customize List Price Base

Billing period

Batch

Bill runs

Charge types

Go to Settings > Billing > Enable Charge Types / Models

Check all charge models

UOM

Go to Settomgs > Billing > Customize Unit of Measures

...

cPicklistYES10
1		Define if a rateplan can be seen in the V4

Subscription Rate Plan Fields (Non-Indexed)

Field LabelAPI NameData TypeRequiredDefault valuePossible valuesDescription
bookingChannelIdbookingChannelId__cText (5)


This field is used for limitations and usage calculation.

its purpose is to define which bookingChannelId from the v4 is attached to the rateplan.

This value is then used to idenfy reservation source in the v4.

Amendment Fields (Non-indexed

Field LabelAPI NameData TypeRequiredDefault valuePossible valuesDescription
AmendmentVersionIdAmendmentVersionId__cText (15)


This field identifies an amendment from the v4

Usually it is the current version with "d" prefix

NumberOfAmendmentsNumberOfAmendments__cText (5)


This field identifies how many amendment were sent together 
DestinationInvoiceOwnerIdDestinationInvoiceOwnerId__cText (32)


Identify the destination invoice owner id.

We can't read the destination owner id from Zuora query so we need to have a duplicate field for that

OldInvoiceOwnerIdOldInvoiceOwnerId__cText (32)


Identify the previous invoice owner id.

We can't read the previous owner id from Zuora query so we need to have a duplicate field for that

AmendmentNumberAmendmentNumber__cText (5)


This field identifies the amendment position in the group of amendment

Define Billing Periods

Customize Billing Periods

Tourisoft Sàrl:

  • Month (default)
  • Quarter
  • Semi-Annual
  • Annual

all Tourisoft Sàrl products are to be defined prioritarily in monthly, as customers are required to pay monthly fees. The quarter, semi-annual, annual are active for specific products, for swiss clients until direct debit is made available. Some African customers also may optionally benefit from this as they have high banking fees and very slow and complicated banking transactions.

Tourisoft GmbH:

  • Month (default)

Customize Billing Day

Default from Customer Account

Customize Billing Period Start Days

1st of the month

Customize List Price Base

Billing period

Billing Rules

Set your company's Billing Policies.


Enable credit back for removing or canceling one time charges?
Yes
Bill recurring charges for partial month (with monthly based billing periods)?
No
Bill recurring charges for partial week (with weekly based billing periods)?
Yes
Bill usage charges for partial month (with monthly based billing periods)?
No
Bill usage charges for partial week (with weekly based billing periods)?
Yes
When prorating a month, assume 30 days in a month or use actual days?
Use actual number of days
When prorating periods greater than a month, prorate by month first, or by day?
Prorate by month first
Support bill run auto-post?
Yes
Default bill run to auto-post?
No
Include invoices with negative totals in the Account Balance (included associated Debit Memos)?
Yes
Include usage from child accounts when billing?
No
How should errors be handled when generating multiple invoices for a single account via bill run?
Terminate processing of all invoices
Preserve snapshot of bill-to and sold-to contacts when billing documents are posted?
No
Invoice Past End-of-Term when Auto-Renew is OFF?
Yes: deprecated
Invoice Past End-of-Term when Auto-Renew is ON?
Yes: deprecated
Calculate taxes using information from Customer Account of:
Invoice owner
Zuora Tax rounding rule for inclusive tax calculation
Round net amount
When service period of an invoice item crosses multiple tax rate period, it will generate:
One Tax Item


Define Numbering and SKU Formats

Account Number PrefixA
SKU PrefixSKU-
Subscription Number PrefixA-S
Charge Number PrefixC-
Amendment Number PrefixA-AM

Enable Charge Types / Models

Enable Charge Types

Use the checkbox below to indicate if your organization uses usage-based charges in its pricing



Select
Name
Usage-Based Pricing


Enable Charge Models

Use the checkboxes below to indicate the charge models that your organization uses in its pricing



Select
Name
Flat Fee Pricing
Per Unit Pricing
Overage Pricing
Volume Pricing
Tiered Pricing
Tiered with Overage Pricing
Discount-Fixed Amount
Discount-Percentage


Manage Invoice Rules and Templates

Invoice templates

Go to Settings > Billing > Manage Invoice Rules and Templates

The templates are setup in the following way:

  1. Per tenant (different template for Sàrl vs. GmbH)
  2. template for Hotels
  3. template for Whitelabels
  4. Per language:
    1. Sàrl:
      1. EN (default)
      2. DE
      3. ES
      4. FR
      5. NL
    2. GmbH:
      1. DE

To modify a template, click on the template name to download the existing word file (make sure to save a copy of the original and save the modified version under the latest version number, i.e. _v6). A folder with all templates exists under C:\Tourisoft\Accounting and Finance - General\Zuora. Make sure to save latest modifications there as backup.

Add the corresponding templates by clicking on "edit", select the template and save it. Use the preview function with existing customer data (to reflect reality) to make sure the latest modifications do not return errors.

The templates IDs will then need to be extracted from this page. Click on show ID:

Image Modified

Refer to the database section to store the template IDs in the v4.

Invoice prefix & Numbering

Go to Settings > Billing > Prefix & Numbering

Tourisoft Sàrl: INV

Tourisoft GmbH: RE

Batch


Bill runs


Charge types

Go to Settings > Billing > Enable Charge Types / Models

Check all charge models



Payment terms

Go to Settings > Billing > Customize Payment Terms

...