Update an account

Updates a customer account by specifying the account-key.

Notes

  1. Only the fields to be changed should be specified. Any field that is not included in the request body will not be changed.
  2. If an empty field is submitted with this operation, the corresponding field in the account is emptied.
  3. Email addresses: If no email addresses are specified, no change is made to the email addresses or to the email delivery preference. If either the personalEmail or workEmail of billToContact is specified (or both), the system updates the corresponding email address(es) and the email delivery preference is set to true. (In that case, emails go to the workEmail address, if it exists, or else the personalEmail.) On the other hand, if as a result of this call both of the email addresses for the account are empty, the email delivery preference is set to false.
  4. The bill-to and sold-to contacts are separate data entities. If you select the Same as Bill To Contact check box during account creation, both the Bill To and Sold To contacts are updated upon updating either one because they point to the same contact record. In this case, if you want to update only one of them, you have to first create another contact and update the Bill To or Sold To contact of the customer account to be the newly created one.
Request
path Parameters
account-key
required
string

Account number or account ID.

header Parameters
Accept-Encoding
string

Include the Accept-Encoding: gzip header to compress responses as a gzipped file. It can significantly reduce the bandwidth required for a response.

If specified, Zuora automatically compresses responses that contain over 1000 bytes of data, and the response contains a Content-Encoding header with the compression algorithm so that your client can decompress it.

Content-Encoding
string

Include the Content-Encoding: gzip header to compress a request. With this header specified, you should upload a gzipped file for the request payload instead of sending the JSON payload.

Authorization
string

The value is in the Bearer {token} format where {token} is a valid OAuth token generated by calling Create an OAuth token.

Zuora-Track-Id
string <= 64 characters

A custom identifier for tracing the API call. If you set a value for this header, Zuora returns the same value in the response headers. This header enables you to associate your system process identifiers with Zuora API calls, to assist with troubleshooting in the event of an issue.

The value of this field must use the US-ASCII character set and must not include any of the following characters: colon (:), semicolon (;), double quote ("), and quote (').

Zuora-Entity-Ids
string

An entity ID. If you have Zuora Multi-entity enabled and the OAuth token is valid for more than one entity, you must use this header to specify which entity to perform the operation in. If the OAuth token is only valid for a single entity, or you do not have Zuora Multi-entity enabled, you should not set this header.

Zuora-Org-Ids
string

Comma separated IDs. If you have Zuora Multi-Org enabled, you can use this header to specify which orgs to perform the operation in. If you do not have Zuora Multi-Org enabled, you should not set this header.

The IDs must be a sub-set of the user's accessible orgs. If you specify an org that the user does not have access to, the operation fails.

If the header is not set, the operation is performed in scope of the user's accessible orgs.

Request Body schema: application/json
required
additionalEmailAddresses
Array of strings

A list of additional email addresses to receive email notifications. Use commas to separate email addresses.

autoPay
boolean

Whether future payments are to be automatically billed when they are due.

batch
string

The alias name given to a batch. A string of 50 characters or less.

Note: By default, you have 50 configurable account batches. To increase the limit to 200 batches, you must have the Performance Booster Elite package.

billCycleDay
integer <= 2 characters

Sets the bill cycle day (BCD) for the charge. The BCD determines which day of the month the customer is billed. Values: Any activated system-defined bill cycle day （1-31）

object (Contact)

Container for bill-to contact information for this account.

communicationProfileId
string

The ID of the communication profile that this account is linked to.

You can provide either or both of the communicationProfileId and profileNumber fields.

If both are provided, the request will fail if they do not refer to the same communication profile.

creditMemoTemplateId
string

Note: This field is only available if you have Invoice Settlement enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see Invoice Settlement Enablement and Checklist Guide for more information.

The unique ID of the credit memo template, configured in Billing Settings > Manage Billing Document Configuration through the Zuora UI. For example, 2c92c08a6246fdf101626b1b3fe0144b.

crmId
string

CRM account ID for the account, up to 100 characters.

customerServiceRepName
string <= 50 characters

Name of the account’s customer service representative, if applicable.

debitMemoTemplateId
string

Note: This field is only available if you have Invoice Settlement enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see Invoice Settlement Enablement and Checklist Guide for more information.

The unique ID of the debit memo template, configured in Billing Settings > Manage Billing Document Configuration through the Zuora UI. For example, 2c92c08d62470a8501626b19d24f19e2.

defaultPaymentMethodId
string <= 64 characters

ID of the default payment method for the account.

Values: a valid ID for an existing payment method.

object (einvoiceProfile)

Container for profile information for this account.

Note: This field is available only if you have the E-Invoicing feature in Early Adopter phase enabled.

invoiceDeliveryPrefsEmail
boolean

Whether the customer wants to receive invoices through email.

The default value is false.

invoiceDeliveryPrefsPrint
boolean

Whether the customer wants to receive printed invoices, such as through postal mail.

The default value is false.

invoiceTemplateId
string

Invoice template ID, configured in Billing Settings in the Zuora UI.

name
string

Account name, up to 255 characters.

notes
string

A string of up to 65,535 characters.

parentId
string

Identifier of the parent customer account for this Account object. The length is 32 characters. Use this field if you have Customer Hierarchy enabled.

partnerAccount
boolean
Default: false

Whether the customer account is a partner, distributor, or reseller.

You can set this field to true if you have business with distributors or resellers, or operating in B2B model to manage numerous subscriptions through concurrent API requests. After this field is set to true, the calculation of account metrics is performed asynchronously during operations such as subscription creation, order changes, invoice generation, and payments.

Note: This field is available only if you have the Reseller Account feature enabled.

paymentGateway
string

The name of the payment gateway instance. If null or left unassigned, the Account will use the Default Gateway.

paymentTerm
string

Payment terms for this account. Possible values are Due Upon Receipt, Net 30, Net 60, Net 90.

profileNumber
string

The number of the communication profile that this account is linked to.

You can provide either or both of the communicationProfileId and profileNumber fields.

If both are provided, the request will fail if they do not refer to the same communication profile.

purchaseOrderNumber
string

The purchase order number provided by your customer for services, products, or both purchased.

salesRep
string

The name of the sales representative associated with this account, if applicable. Maximum of 50 characters.

sequenceSetId
string or null

The ID of the billing document sequence set to assign to the customer account.

The billing documents to generate for this account will adopt the prefix and starting document number configured in the sequence set.

If a customer account has no assigned billing document sequence set, billing documents generated for this account adopt the prefix and starting document number from the default sequence set.

object (Contact)

Container for optional sold-to contact.

tagging
string
summaryStatementTemplateId
string

The summary statement template ID or number. When a user attempts to generate a summary statement from the "Account Summary Statement" screen, the system utilizes this template to produce the PDF.

object

Container for tax exempt information, used to establish the tax exempt status of a customer account.

Class__NS
string <= 255 characters

Value of the Class field for the corresponding customer account in NetSuite. Only available if you have installed the Zuora Connector for NetSuite.

CustomerType__NS
string

Value of the Customer Type field for the corresponding customer account in NetSuite. The Customer Type field is used when the customer account is created in NetSuite. Only available if you have installed the Zuora Connector for NetSuite.

Enum: "Company" "Individual"
Department__NS
string <= 255 characters

Value of the Department field for the corresponding customer account in NetSuite. Only available if you have installed the Zuora Connector for NetSuite.

IntegrationId__NS
string <= 255 characters

ID of the corresponding object in NetSuite. Only available if you have installed the Zuora Connector for NetSuite.

IntegrationStatus__NS
string <= 255 characters

Status of the account's synchronization with NetSuite. Only available if you have installed the Zuora Connector for NetSuite.

Location__NS
string <= 255 characters

Value of the Location field for the corresponding customer account in NetSuite. Only available if you have installed the Zuora Connector for NetSuite.

Subsidiary__NS
string <= 255 characters

Value of the Subsidiary field for the corresponding customer account in NetSuite. The Subsidiary field is required if you use NetSuite OneWorld. Only available if you have installed the Zuora Connector for NetSuite.

SyncDate__NS
string <= 255 characters

Date when the account was sychronized with NetSuite. Only available if you have installed the Zuora Connector for NetSuite.

SynctoNetSuite__NS
string

Specifies whether the account should be synchronized with NetSuite. Only available if you have installed the Zuora Connector for NetSuite.

Enum: "Yes" "No"
property name*
additional property
any

Custom fields of the Account object. The name of each custom field has the form customField__c. Custom field names are case sensitive. See Custom Fields for more information.

Responses
200
500

Internal Server Error

4XX

Request Errors

put/v1/accounts/{account-key}
Request samples
application/json
{
  • "billCycleDay": 1
}
Response samples
application/json
{
  • "success": true
}