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The Zuora Usage File Forwarder is used to send usage data in file format to Zuora Billing using the Zuora Post Usage API or with the Active Rating Post Usage API. You map fields from a source to specific target fields. Zuora Usage File Forwarder then compiles the fields into a comma-separated value (.csv) file or files to be sent downstream.
The options are available under the Parameters and Configuration tabsthe Parameters and Configuration tabs. The Parameters tab allows you to set the values for how the Zuora Usage File Forwarder would behave when communicating with the Zuora Billing system. The Configuration tab allows you to configure options to send the usage data as file(s) and allows you to enable the use of Active Rating on the Zuora Usage FIle Forwarder.
Parameters
Under Under Parameters, you get the Environment, Credentials, and Entity options to configure your connection settings.
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Environment
Field | Description |
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Tenant | The name of the Zuora environment. The following endpoints are available for selection: US DC1 Production: https://rest.na.zuora.com/ EU Production: https://rest.eu.zuora.com/ Custom - Use this option to access your own custom tenant environment. Specify the URL for your endpoint. |
Credentials
Field | Description |
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Secrets Wallet | |
Secrets Wallet | This dropdown list will appear with the Secret Wallets option toggled on. Choose from a list of Zuora secret wallet passes. |
OAuth 2.0 | |
Client ID | This field will appear when the OAuth 2.0 option is selected at the Authentication By dials. Enter the client identifier for the Zuora OAuth client. |
Client Secret | This field will appear when the OAuth 2.0 option is selected at the Authentication By dials. Enter the client secret for the Zuora OAuth client. |
API Key | |
Access Key ID | This field will appear when the API Key option is selected at the Authentication By dials. The identifier that is used to sign the requests sent to Zuora. It is displayed when the API User is created in Zuora. |
Secret Access Key | This field will appear when the API Key option is selected at the Authentication By dials. The key that is used along with the Access Key ID to cryptographically sign the Zuora requests. |
Entity
Field | Description |
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Multi-Entity | If you have the Zuora Multi-entity feature enabled, you can specify the name of the entity you want access to. Zuora Multi-entity provides the capability to create and manage multiple entities within a single Zuora tenant. For more information on Zuora Multi-entity, refer to https://knowledgecenter.zuora.com/Billing/Tenant_Management/Multi-entity. |
Configuration
Under Configuration, you get the Request, File information, Required fields, Optional fields and Interconnect setting options to set for the Zuora File Usage Forwarder. The configuration fields will be different if you have selected the Use Active Rating checkbox described below.
Request
To send usage data to a Zuora Billing system, deselect the Use Active Rating checkbox. The Active Rating option is only applicable to Zuora customers that have the Active Rating feature activated, and the Use Active Rating checkbox should always be deselected if this is not the case.
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Configuration for Non Active Rating with Interconnect enabled File information
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Required fieldsIn Required fields, the field mapping is done for the mandatory fields for the usage file. You must specify the Source Field based on the input from the previous function for the appropriate Required fields. There are four Required fields that must be mapped to the source fields: ACCOUNT_ID, UOM, QTY, and STARTDATE. Optional fieldsIn Optional fields, you add the remaining optional fields or you may add additional fields to compile the usage file. There are five Optional fields and those are ENDDATE, SUBSCRIPTION_ID, CHARGE_ID, DESCRIPTION, and UNIQUE_KEY. To add a custom field mapping, type the custom field name into Add field. Interconnect settingToggling the Interconnect setting on will allow you to Select Interconnect Receiver. The Zuora Usage File Forwarder has a built-in Interconnect Sender which will forward the status ID and file details received from Zuora after it has received the files. A second stream can use the Interconnect Receiver to accept the status ID and file details forwarded by the Zuora Usage File Forwarder to track the status of the file in Zuora. If the stream fails for any reason, Zuora Usage FIle Forwarder will not send anything through the Interconnect Sender.
Configuration for Active Rating with Interconnect disabled. File information
Required fieldsIn Required fields, the field mapping is done for the mandatory fields for the usage file. You must specify the Source Field based on the input from the previous function for the appropriate Required fields. There are five Required fields that must be mapped to the source fields: AccountNumber, Tag, UnitOfMeasure, StartDateTime, and Quantity. Optional fieldsIn Optional fields, you add the remaining optional fields or you may add additional fields to compile the usage file by clicking on Add Field mapping. There are three Optional fields and those are Description, UniqueKey, and GroupID. To add a custom field mapping, type the custom field name into Add field. Added custom fields will automatically be appended with the prefix CustomFields., you do not need to include this prefix in the field name. Interconnect settingToggling the Interconnect setting on will allow you to Select Interconnect Receiver. The Zuora Usage File Forwarder has a built-in Interconnect Sender which will forward the status ID and file details received from Zuora after it has received the files. A second stream can use the Interconnect Receiver to accept the status ID and file details forwarded by the Zuora Usage File Forwarder to track the status of the file in Zuora. If the stream fails for any reason, Zuora Usage FIle Forwarder will not send anything through the Interconnect Sender. |