This API Reference contains the API operations that we no longer recommend you use.
Although we do not recommend these API operations, you can continue to use these API operations if you have integrated with them. You are not required to make changes to your existing integration.
For more information about this change, see this Community post.
Actions are operations that are batch in nature. For example, the "create", "update", "delete", and other operations allow changes to up-to 50 objects at a time. The "query" operation will return up-to 2000 result records back at a time, before requiring additional pages of data to be returned via a subsequent "queryMore" operation.
The default WSDL version for Actions is 79. If you want to change the WSDL version, set the X-Zuora-WSDL-Version header. To find out in which WSDL version a particular object or field was introduced, see Zuora SOAP API Version History.
Note: Actions do not support the Invoice Settlement feature. This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. Actions also do not support the Orders feature.
Some operations in this section are similar to each other, but are provided for different use scenarios. You should choose the one that best suits your needs.
For example, the Create account operation is used to create an account with a credit card payment method, a bill-to contact, and optionally an sold-to contact or an associated subscription. If you want to create an account without creating any associated objects such as subscriptions, use CRUD: Create Account instead.
If you want to create an account and the associated subscription at the same time without providing credit card information, use the Subscribe action.
You can use amendments to modify subscriptions. However, Zuora recommends you to use the Create an order operation to do so.
This section contains the CRUD bill run operations, including:
The Charge Revenue Summary represents a summary of revenue amounts from all revenue schedules on the whole subscription charge. For example, revenue for one-time setup charges, recurring charges, and overages.
You can list all details of a charge revenue summary or retrieve a charge revenue summary by charge ID through the REST API.
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.
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.
The value is in the Bearer {token} format where {token} is a valid OAuth token generated by calling Create an OAuth token.
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 (').
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 do not need to set this header.
curl -i -X GET \
'https://developer.zuora.com/_mock/v1-api-reference/older-api/v1/charge-revenue-summaries/{crs-number}' \
-H 'Accept-Encoding: string' \
-H 'Authorization: string' \
-H 'Content-Encoding: string' \
-H 'Zuora-Entity-Ids: string' \
-H 'Zuora-Track-Id: string'This header is returned if you specify the Accept-Encoding: gzip request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
application/jsonapplication/xmltext/htmltext/csvtext/plainThe request limit quota for the time window closest to exhaustion. See rate limits for more information.
The number of requests remaining in the time window closest to quota exhaustion. See rate limits for more information.
The number of seconds until the quota resets for the time window closest to quota exhaustion. See rate limits for more information.
The Zuora internal identifier of the API call. You cannot control the value of this header.
The revenue schedule amount, which is the sum of all revenue items. This field cannot be null and must be formatted based on the currency, such as JPY 30 or USD 30.15. Test out the currency to ensure you are using the proper formatting otherwise, the response will fail and this error message is returned: "Allocation amount with wrong decimal places."
Revenue items are listed in ascending order by the accounting period start date.
{ "number": "CRS-00000001", "recognitionRuleName": "Recognize upon invoicing", "amount": 660, "undistributedUnrecognizedRevenue": 565, "recognizedRevenue": 0, "unrecognizedRevenue": 660, "currency": "USD", "notes": null, "accountId": "2c92c0f8439770960143b2141f5a555e", "subscriptionId": "2c92c0f943977b4f0143b23487999327", "subscriptionChargeId": "2c92c0f943977b4f0143b11187ed432e", "revenueItems": [ { … }, { … }, { … } ], "success": true }
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.
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.
The value is in the Bearer {token} format where {token} is a valid OAuth token generated by calling Create an OAuth token.
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 (').
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 do not need to set this header.
curl -i -X GET \
'https://developer.zuora.com/_mock/v1-api-reference/older-api/v1/charge-revenue-summaries/subscription-charges/{charge-key}' \
-H 'Accept-Encoding: string' \
-H 'Authorization: string' \
-H 'Content-Encoding: string' \
-H 'Zuora-Entity-Ids: string' \
-H 'Zuora-Track-Id: string'This header is returned if you specify the Accept-Encoding: gzip request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
application/jsonapplication/xmltext/htmltext/csvtext/plainThe request limit quota for the time window closest to exhaustion. See rate limits for more information.
The number of requests remaining in the time window closest to quota exhaustion. See rate limits for more information.
The number of seconds until the quota resets for the time window closest to quota exhaustion. See rate limits for more information.
The Zuora internal identifier of the API call. You cannot control the value of this header.
The revenue schedule amount, which is the sum of all revenue items. This field cannot be null and must be formatted based on the currency, such as JPY 30 or USD 30.15. Test out the currency to ensure you are using the proper formatting otherwise, the response will fail and this error message is returned: "Allocation amount with wrong decimal places."
Revenue items are listed in ascending order by the accounting period start date.
{ "number": "CRS-00000001", "recognitionRuleName": "Recognize daily over time", "amount": 428, "undistributedUnrecognizedRevenue": 0, "recognizedRevenue": 0, "unrecognizedRevenue": 428, "currency": "USD", "notes": null, "accountId": "2c92c0f9410f55ee014110a008f6791f", "subscriptionId": "2c92c0f9410f55dd014110a14aa47f09", "subscriptionChargeId": "2c92c0f9410f55dd014110b22cbc023f", "revenueItems": [ { … }, { … }, { … }, { … }, { … }, { … }, { … }, { … }, { … }, { … }, { … } ], "success": true }
A communication profile enables you to send specific event-driven notifications to targeted customer accounts. For more information, see Communication profiles.
You can manage communication profiles using the REST API:
Establishes a connection to the Zuora REST API service based on a valid user credentials.
Note: This is a legacy REST API. Zuora recommends you to use OAuth for authentication instead.
You can create, update, and retrieve custom document properties for a billing document. For example, a document property can be a custom name used for files generated for billing documents. Billing documents include invoices, credit memos, and debit memos.
Note: You can manage document properties for credit memos and debit memos only if you have the <a href="https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement" target="_blank">Invoice Settlement</a> feature enabled.
An entity represents a business unit that operates independently and can sell products to multiple countries. Each entity has its own Zuora environment in which the entity users can perform business operations independent of the other entities. In a multi-entity hierarchy, an entity can share certain business objects with the other entities. Users that are created in an entity can be granted access to the other entities with different roles and permissions.
Note: Entities are available only if you have the <a href="https://knowledgecenter.zuora.com/Billing/Tenant_Management/Multi-entity" target="_blank">Multi-entity</a> feature enabled. If you want to have access to the Multi-entity feature, submit a request at <a href=“http://support.zuora.com/” target=“_blank”>Zuora Global Support</a>.
If you want to share business objects across entities, you have to set up a connection between the source entity and the target entity first.
Note: Entity connections are available only if you have the <a href="https://knowledgecenter.zuora.com/Billing/Tenant_Management/Multi-entity" target="_blank">Multi-entity</a> feature enabled. If you want to have access to the Multi-entity feature, submit a request at <a href=“http://support.zuora.com/” target=“_blank”>Zuora Global Support</a>.
You can export items from Zuora to CSV or HTML files, such as large data sets, invoices, payments, and so on. Use the Export object and Export ZOQL queries to create an export file that you can download and use for charting, reporting, accounting, or for other business intelligence uses.
When you export data from Zuora, each exported file is available for download for 7 days. Export objects older than 90 days are automatically deleted.
After you have created a feature, you can add features to the products and subscriptions to enhance your product offerings.
To create features in the product catalog and use them in subscriptions and Zuora Quotes, you need to enable the following:
A Hash-based Message Authentication Code (HMAC) signature is a form of a digital signature. HMAC signatures start with a secret key that is shared between the sender and the recipient.
You can use the operation contained in this section to generate the unique signature and token values that are used to process CORS-enabled API calls.
An invoice adjustment modifies an existing invoice. You use an invoice adjustment to change the entire invoice. For example, you can apply a late fee to the invoice balance.
An invoice adjustment differs from an invoice item adjustment. An invoice item adjustment affects an individual charge or line item on an invoice. An invoice adjustment affects the invoice at the header-level.
Note: Invoice Adjustment is deprecated on Production in WSDL version 64.0. Zuora recommends that you use the Invoice Item Adjustment to adjust invoices. If you have the <a href="https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement" target="_blank">Invoice Settlement</a> feature enabled, this object is deprecated and only available for backward compatibility.
Invoice item adjustments allow you to adjust the invoice details, including taxes at the charge level, and have those adjustments reported in the system under the same accounting code as the items that are being adjusted.
Note: The <a href="https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement" target="_blank">Invoice Settlement</a> feature is a replacement for Invoice Item Adjustments. We recommend that you enable Invoice Settlement to take advantage of the improved functionalities. If you have the Invoice Settlement feature enabled, the Invoice Item Adjustments feature is deprecated and invoice item adjustments are not presented in the UI. If you have to export data for invoice item adjustments, use <a href="https://knowledgecenter.zuora.com/Billing/Reporting/D_Data_Sources_and_Exports/D_Generate_a_Data_Source_Export" target="_blank">Data Source</a>, <a href="https://knowledgecenter.zuora.com/Central_Platform/Query/Data_Query" target="_blank">Data Query</a>, or REST API.
Invoices provides information about customers' accounts for invoices, for examples, dates, status, and amounts.
For more information about invoices, see <a href="https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/IA_Invoices/A1_Invoice_Introduction" target="_blank">Invoice</a>.
You can use the Retrieve a payment gateway transaction log operation to retrieve log data about all transactions processed through your setup payment gateways.
This section contains the Generate a quote document operation that should be only used from Zuora Quotes.
This operation generates a quote document and returns the generated document URL. You can directly access the generated quote file through the returned URL.
A rate plan charge tier is part of a subscription or an amendment to a subscription, and it comes from a product rate plan charge tier. A rate plan charge tier holds the prices for a rate plan charge. Each rate plan charge has at least one tier associated with it.
Rate plan charge tiers are sometimes called subscription rate plan charge tiers to distinguish them from product rate plan charge tiers. Rate plan charge tiers that are part of an amendment are sometimes called amendment rate plan charge tiers for the same reason. However, the object name is RatePlanChargeTier, not SubscriptionRatePlanChargeTier nor AmendmentRatePlanChargeTier: these latter two names don't exist.
A rate plan charge is part of a subscription or an amendment to a subscription, and it comes from a product rate plan charge. Like a product and its product rate plan charges, a subscription can have one or more rate plan charges. Rate plan charges represent the actual charges for the rate plans or services that you sell.
Rate plan charges are sometimes called subscription rate plan charges to distinguish them from product rate plan charges. Rate plan charges that are part of an amendment are sometimes called amendment rate plan charges for the same reason. The object name is RatePlanCharge – not SubscriptionRatePlanCharge nor AmendmentRatePlanCharge.
A rate plan is part of a subscription or an amendment to a subscription, and it comes from a product rate plan. Like a product and its product rate plans, a subscription can have one or more rate plans. Rate plans are sometimes called subscription rate plans. Rate plans that are part of an amendment are sometimes called amendment rate plans.
Rate plans represent a price or a collection of prices for a service you sell. An individual rate plan contains all charges specific to a particular subscription.
This section contains the CRUD: Retrieve a refund invoice payment operation. You can use this operation to retrieve information from Refund Invoice Payment and associated invoices, payments, and accounts.
This section contains the CRUD: Retrieve a refund transaction log operation. This operation allows you to export a log of all transactions from Zuora to the gateway for the refund.
Zuora allows you to issue and track refunds on payments. Similar to external payments, users can enter external refunds to track refunds that have been performed outside of Zuora Payments (for example, by issuing a check). In addition, you can make electronic refunds using our supported payment gateways, which will automatically refund money to the customer.
The Zuora Reporting API enables you to access reports that you have created in the Zuora UI, manage report runs, and export the results of report runs.
The endpoints of the Reporting API are the same as the endpoints of Zuora REST API. The following table provides some endpoints as reference:
| Environment | API Endpoint |
|---|---|
| API Sandbox (US Cloud Data Center 1) | https://rest.sandbox.na.zuora.com |
| Production (US Cloud Data Center 1) | https://rest.na.zuora.com |
| API Sandbox (US Cloud Data Center 2) | https://rest.apisandbox.zuora.com |
| Production (US Cloud Data Center 2) | https://rest.zuora.com |
| API Sandbox (EU Data Center) | https://rest.sandbox.eu.zuora.com |
| Production (EU Data Center) | https://rest.eu.zuora.com |
| US Central Sandbox | https://rest.test.zuora.com |
| EU Central Sandbox | https://rest.test.eu.zuora.com |
| APAC Developer & Central Sandbox | https://rest.test.ap.zuora.com |
| APAC Production | https://rest.ap.zuora.com |
Historically, the endpoints of the Reporting API were different from the endpoints of the Zuora REST API.
Note that you are still able to use the following endpoints, but it is unrecommended and you can only use username and password to authenticate to the Reporting API. We recommend you to use OAuth to authenticate to the Reporting API. OAuth only works with new endpoints. The endpoints of the Reporting API were:
| Environment | API Endpoint |
|---|---|
| API Sandbox (US Cloud Data Center 1) | https://zconnect.sandbox.na.zuora.com/api/rest/v1 |
| Production (US Cloud Data Center 1) | https://zconnect.na.zuora.com/api/rest/v1 |
| API Sandbox (US Cloud Data Center 2) | https://zconnectsandbox.zuora.com/api/rest/v1 |
| Production (US Cloud Data Center 2) | https://zconnect.zuora.com/api/rest/v1 |
| API Sandbox (EU Data Center) | https://zconnect.sandbox.eu.zuora.com/api/rest/v1 |
| Production (EU Data Center) | https://zconnect.eu.zuora.com/api/rest/v1 |
| US Central Sandbox | https://zconnect-services0001.test.zuora.com/api/rest/v1 |
| EU Central Sandbox | https://zconnect-services0002.test.eu.zuora.com/api/rest/v1 |
| APAC Developer & Central Sandbox | https://zconnect-services0003.test.ap.zuora.com |
| APAC Production | http://zconnect-prod05.ap.zuora.com |
A revenue event is a record or audit trail about a change to a revenue schedule. When you manually distribute revenue schedule, if no change is made to the revenue schedule, no revenue events will not be created.
A revenue event is comprised of:
The Entitlements settings must be enabled to use this operation. Access to the Entitlements feature requires a specific edition of Zuora. See Zuora Editions for details.
A subscription is a product or service that has recurring charges, such as a monthly flat fee or charges based on usage. Subscriptions can also include one-time charges, such as activation fees. Every subscription must be associated with an account. At least one active account must exist before any subscriptions can be created.
For more information, see <a href="https://knowledgecenter.zuora.com/Billing/Subscriptions/Subscriptions" target="_blank">Subscriptions</a>.
The TaxationItem object is used to add a tax amount to an invoice item. In the typical use case, the tax amount that you specify in the object is calculated by <a href="https://knowledgecenter.zuora.com/Billing/Taxes/A_Zuora_Tax" target="_blank">Z-Tax</a> or a third-party tax engine such as <a href="https://knowledgecenter.zuora.com/Billing/Taxes/Direct_Avalara_Integration" target="_blank">Avalara</a> or <a href="https://knowledgecenter.zuora.com/Billing/Taxes/Additional_resources_on_taxes/AA_Connect_Tax_Engines" target="_blank">Connect tax engine</a>.
Changes that you make with this object affect the product charges in your product catalog, but not the charges in existing subscriptions.
You can view all transactions associated with an account, including:
A unit of measure (UOM) is the definable unit that you measure when determining charges. For example, if a customer's subscription rate plan includes 20 licenses, then 20 is the quantity and license is the unit that the quantity measures.
You can customize the units of measure (UOM) your company uses to measure the use of your services; for example, minutes, people, seats, and licenses can all be units of measure.
This section contains the legacy API operations for Usage.
For the "Retrieve a usage record" operation, we recommend that you use the following Object Query operations instead: