6: ASC 606 Step 3: Determine Transaction Price
6: ASC 606 Step 3: Determine Transaction Price
Video: for Revenue Analysts or someone in a similar role responsible for performing tasks related to revenue management.
Not currently available
5 minutes
BeginnerRevenue RecognitionVideoEnd User
3. Subscription Order Management, Order Metrics, and CPQ
3. Subscription Order Management, Order Metrics, and CPQ
Short description goes here.
Not currently available
7 minutes
Before You Get Started
Before You Get Started
Information about Flash plug-in warning.
Not currently available
Getting Started in Zuora University
Getting Started in Zuora University
Video series: for anyone who is new to ZU and wants a quick orientation.
Not currently available
4 min 30 sec
Introduction to Zuora
Introduction to Zuora
Self-Paced: for anyone interested in understanding the business value of Zuora.
Not currently available
30 minutes
BeginnerSelf-PacedAdministratorSubscription Business ConceptsEnd User
Reporting End User 2-Day Training - Sept 2019
Live Training in SF for Zuora Reporting End Users
$1,000
Finance End User 2-Day Training - Sept 2019
Live Training in SF for Zuora Finance End Users
$500
Zuora Product Fundamentals
This Learning Path is designed for anyone in any role (e.g., Sales Rep, Product Marketing, Billing and Accounts Manager, IT Administrator, Developer) who wants to understand how Zuora's functionality meets the needs of companies with a subscription business.
13 Courses
BeginnerSelf-PacedAdministratorBillingDeveloperVideoFinance and AccountingPayments and CollectionsReporting and AnalyticsAPIs and PlatformSubscription ManagementPricingEnd User
Product Catalog Manager Certification
This Learning Path is designed for Product Managers or Product Marketing Managers responsible for configuring their company's product catalog in Zuora.
9 Courses
BeginnerSelf-PacedAdministratorBillingAdvancedVideoSubscription ManagementCertificationPricingEnd User
Zuora Administrator Certification
This Learning Path is designed for Zuora Administrators responsible for configuring and managing settings in Zuora.
9 Courses
BeginnerSelf-PacedAdministratorBillingAdvancedFinance and AccountingPayments and CollectionsAPIs and PlatformCertificationEnd User
Zuora RevPro: An Introduction
Zuora RevPro: An Introduction
Self-Paced: for anyone interested in an overview of Zuora RevPro
Not currently available
30 minutes
Zuora RevPro Revenue Analyst Foundations
This Learning Path is designed for Revenue Analysts responsible for tasks related to revenue management.
12 Courses
BeginnerAdvancedDeveloperRevenue RecognitionVideoReporting and AnalyticsEnd User
Zuora RevPro: Identifying a Revenue Contract
Zuora RevPro: Identifying a Revenue Contract
Self-Paced: for Revenue Analysts or someone in a similar role who regularly uses RevPro to perform tasks related to revenue management
Not currently available
30 minutes
Zuora RevPro: System-Related Setups
Zuora RevPro: System-Related Setups
Self-Paced: for anyone interested in learning about system related setup in RevPro including accounting calendar, account structure, currencies and user setup.
Not currently available
30 minutes
Zuora RevPro: Policy-Related Setups
Zuora RevPro: Policy-Related Setups
Self-Paced: for anyone interested in learning about policy related setup in RevPro including RC Templates, POB Templates, and SSP.
Not currently available
30 minutes
Zuora RevPro: Identifying Performance Obligations
Self-Paced: for Revenue Analysts or someone in a similar role who regularly uses RevPro to perform tasks related to revenue management
Not currently available
30 minutes
9 Keys: An Introduction
9 Keys: An Introduction
Self-Paced: for anyone who wants to get an introduction to the concept of 9 Keys.
Not currently available
30 minutes
BeginnerSelf-PacedSubscription Business ConceptsEnd User
9 Keys: Price in Support of Business Goals
9 Keys: Price in Support of Business Goals
Self-Paced: for anyone who wants to get an introduction to the first of the 9 Keys: Price.
Not currently available
30 minutes
BeginnerSelf-PacedSubscription Business ConceptsSubscription ManagementPricingEnd User
9 Keys: Acquire Customers Across Multiple Channels
9 Keys: Acquire Customers Across Multiple Channels
Self-Paced: for anyone who wants to get an introduction to the second of the 9 Keys: Acquire.
Not currently available
30 minutes
BeginnerSelf-PacedSubscription Business ConceptsSubscription ManagementEnd User
9 Keys: Bill For Accurate, Intuitive Invoices
9 Keys: Bill For Accurate, Intuitive Invoices
Self-Paced: for anyone who wants to get an introduction to the third of the 9 Keys: Bill.
Not currently available
30 minutes
BeginnerSelf-PacedBillingSubscription Business ConceptsEnd User
9 Keys: Collect to Maximize Payments
9 Keys: Collect to Maximize Payments
Self-Paced: for anyone who wants to get an introduction to the fourth of the 9 Keys: Collect.
Not currently available
30 minutes
BeginnerSelf-PacedSubscription Business ConceptsPayments and CollectionsEnd User
Standard Zuora Architecture
Standard Zuora Architecture
Video: for anyone interested in understanding how Zuora fits into the customer's system landscape
Not currently available
6 min 13 sec
BeginnerDeveloperVideoAPIs and Platform
Overview of Zuora Central
Overview of Zuora Central
Video: for anyone interested in a brief overview of the Zuora Central Platform.
Not currently available
8 min 30 sec
BeginnerVideoSubscription ManagementEnd User
Six Engines of Zuora's Platform
Six Engines of Zuora's Platform
Video: for anyone interested in learning about the six engines that make up Zuora Central and how they help Zuora products integrate seamlessly for our customers.
Not currently available
11 min 40 sec
BeginnerVideoAPIs and PlatformSubscription ManagementEnd User
Zuora's Object Model
Zuora's Object Model
Video: for developers or anyone who is interested in working with data stored in Zuora.
Not currently available
9 minutes
BeginnerAdministratorDeveloperVideoAPIs and PlatformEnd User
Basics of Product Catalog
Basics of Product Catalog
Self-Paced: for Product Managers, Marketing Managers, or anyone responsible for setting up and managing a company’s catalog of products available to customers by subscription.
Not currently available
30 minutes
BeginnerSelf-PacedBillingSubscription ManagementPricingEnd User
Product Catalog Configuration: Adding Products, Rate Plans, and Charges
Product Catalog Configuration: Adding Products, Rate Plans, and Charges
Self-Paced: for Product Managers or Product Marketing Managers responsible for configuring and managing their company’s product catalog in Zuora.
Not currently available
30 minutes
BeginnerSelf-PacedAdministratorSubscription ManagementPricingEnd User
Product Catalog Configuration: Using Charge Models (Including Discounts)
Product Catalog Configuration: Using Charge Models (Including Discounts)
Self-Paced: for Product Managers or Product Marketing Managers responsible for configuring and managing their company’s product catalog in Zuora.
Not currently available
45 minutes
BeginnerSelf-PacedAdministratorSubscription ManagementPricingEnd User
Product Catalog Configuration: Aligning a Billing Period
Product Catalog Configuration: Aligning a Billing Period
Self-Paced: for Product Managers or Product Marketing Managers responsible for configuring and managing their company’s product catalog in Zuora.
Not currently available
30 minutes
BeginnerSelf-PacedAdministratorSubscription ManagementPricingEnd User
Product Catalog Configuration: Prorating Charges
Product Catalog Configuration: Prorating Charges
Self-Paced: for Product Managers or Product Marketing Managers responsible for configuring and managing their company’s product catalog in Zuora.
Not currently available
30 minutes
BeginnerSelf-PacedAdministratorSubscription ManagementPricingEnd User
Product Catalog Configuration: Setting Up International Pricing
Product Catalog Configuration: Setting Up International Pricing
Self-Paced: for Product Managers or Product Marketing Managers responsible for configuring and managing their company’s product catalog in Zuora.
Not currently available
30 minutes
BeginnerSelf-PacedAdministratorSubscription ManagementPricingEnd User
Product Catalog Configuration: Common Use Cases
Product Catalog Configuration: Common Use Cases
Self-Paced: for Product Managers or Product Marketing Managers responsible for configuring and managing their company’s product catalog in Zuora.
Not currently available
60 minutes
Self-PacedAdministratorAdvancedSubscription ManagementPricingEnd User
Creating Products vs. Rate Plans
Creating Products vs. Rate Plans
Video: for anyone interested in learning about the difference between creating a rate plan vs. a product when augmenting the product catalog.
Not currently available
15 min 30 sec
AdministratorAdvancedVideoSubscription ManagementPricingEnd User
Zuora Product Catalog: Understanding "Default From Customer Account" and "Charge Trigger Dates"
Zuora Product Catalog: Understanding "Default From Customer Account" and "Charge Trigger Dates"
Video: for anyone interested in learning about "Default From Customer Account" and "Charge Trigger Dates"
Not currently available
6 minutes
BillingAdvancedVideoSubscription ManagementEnd User
Zuora-Certified Product Catalog Manager Exam
Zuora-Certified Product Catalog Manager Exam
Certification: for Product Managers or Product Marketing Managers responsible for configuring and managing their company's product catalog in Zuora.
Not currently available
1.5 hours
AdministratorAdvancedSubscription ManagementCertificationPricingEnd User
Basics of Customer Accounts
Basics of Customer Accounts
Self-Paced: for customer representatives or anyone responsible for creating a company’s customer accounts.
Not currently available
15 minutes
BeginnerSelf-PacedSubscription ManagementEnd User
Basics of Subscriptions
Basics of Subscriptions
Self-Paced: for sales reps, customer support reps, or anyone responsible for creating subscriptions in Zuora.
Not currently available
30 minutes
BeginnerSelf-PacedSubscription ManagementEnd User
Basics of Amendments
Basics of Amendments
Self-Paced: for sales reps, customer support reps, or anyone responsible for amending subscriptions in Zuora.
Not currently available
30 minutes
BeginnerSelf-PacedSubscription ManagementEnd User
Creating Subscriptions vs. Amendments
Creating Subscriptions vs. Amendments
Video: for anyone interested in learning about situations in which it's recommended to create a new subscription vs. adding an amendment to an existing subscription.
Not currently available
8 min 39 sec
AdvancedVideoSubscription ManagementEnd User
Basics of Billing Operations
Basics of Billing Operations
Self-Paced: for billing associates, analysts, managers, or anyone responsible for executing bill runs and generating invoices in Zuora.
Not currently available
30 minutes
BeginnerSelf-PacedBillingPricingEnd User
Invoice Templates in Zuora
Invoice Templates in Zuora
Video series: for anyone interested in an overview of invoice templates in Zuora and how to customize these templates to meet your business needs.
Not currently available
27 minutes
AdministratorBillingAdvancedVideoEnd User
Basics of Payment Operations
Basics of Payment Operations
Self-Paced: for anyone responsible for collecting or refunding payments from customers in Zuora.
Not currently available
30 minutes
BeginnerSelf-PacedPayments and CollectionsEnd User
Automate Your Billing and Payments
Automate Your Billing and Payments
Self-Paced: for anyone interested in automating billing and payment operations, collecting payments, and handling refunds and adjustments for their company.
Not currently available
40 minutes
BeginnerSelf-PacedAdministratorBillingPayments and Collections
Zuora Payments: Invoice Item Adjustments and Credit Memos
Zuora Payments: Invoice Item Adjustments and Credit Memos
Video: for anyone interested in learning how to use invoice item adjustments or credit memos to make changes to an invoice.
Not currently available
3 minutes
AdvancedVideoPayments and CollectionsEnd User
Zuora Payments: Invoice Item Adjustments and Invoice Reversals
Zuora Payments: Invoice Item Adjustments and Invoice Reversals
Video: for anyone interested in learning how to reverse an invoice amount using invoice item adjustments or invoice reversals
Not currently available
2 min 45 sec
AdvancedVideoPayments and CollectionsEnd User
RevPro Dashboard Configuration
RevPro Dashboard Configuration
Video: for anyone interested in learning how to configure the dashboard in RevPro.
Not currently available
7 minutes
Reports in RevPro
Reports in RevPro
Video: for anyone interested in learning about reports in RevPro.
Not currently available
4 minutes
Zuora Payments: Advanced AR Functionality: Intro to Credit and Debit Memos
Zuora Payments: Advanced AR Functionality: Intro to Credit and Debit Memos
Video: for anyone interested in learning how to issue a credit or refund to customers using credit and debit memos.
Not currently available
7 minutes
AdvancedVideoPayments and CollectionsEnd User
Zuora Payments: Advanced AR Functionality: Intro to Invoice Item Settlement
Zuora Payments: Advanced AR Functionality: Intro to Invoice Item Settlement
Video: for anyone interested in learning how to use the advanced AR functionality of Invoice Item Settlement to apply payments and credits at the invoice and debit memo level.
Not currently available
4 min 40 sec
AdvancedVideoPayments and CollectionsEnd User
Zuora Payments: Advanced AR Functionality: Introduction to Unapplied Payments
Zuora Payments: Advanced AR Functionality: Introduction to Unapplied Payments
Video: for anyone interested in learning how to to trace and apply an unapplied payment to the right customer and invoice.
Not currently available
8 minutes
AdvancedVideoPayments and CollectionsEnd User
Introduction to Accounting
Introduction to Accounting
Self-Paced: for those who are unfamiliar with accounting and who want to learn about basic accounting terms and core financial statements businesses use to report their financial health.
Not currently available
1 hour
BeginnerSelf-PacedFinance and AccountingEnd User
Revenue Recognition: An Introduction
Revenue Recognition: An Introduction
Self-Paced: for anyone who wants to understand the basics of revenue recognition. Covers how revenue recognition can be different for a subscription-based business.
Not currently available
30 minutes
BeginnerSelf-PacedRevenue RecognitionSubscription Business ConceptsEnd User
Accounting Set-Up in Zuora
Accounting Set-Up in Zuora
Video: for anyone interested in learning the pre-requisite set-ups required for the accounting close process.
Not currently available
27 minutes
BeginnerVideoFinance and AccountingEnd User
Zuora Finance: An Introduction
Zuora Finance: An Introduction
Self-Paced: for anyone interested in learning about Zuora Finance capabilities.
Not currently available
1 hour
BeginnerSelf-PacedFinance and AccountingEnd User
Zuora Finance: Basics of Accounting Close Process
Zuora Finance: Basics of Accounting Close Process
Self-Paced: the different steps in the accounting close process, how to run a trial balance and reconcile any outstanding transactions, and how to view and export the period end balances and summaries.
Not currently available
45 minutes
BeginnerSelf-PacedFinance and AccountingEnd User
Zuora Finance: Seven Steps to Closing an Accounting Period
Zuora Finance: Seven Steps to Closing an Accounting Period
Video: for anyone interested in learning about the accounting close process in Zuora.
Not currently available
5 minutes
BeginnerVideoFinance and AccountingEnd User
Zuora Finance: Basics of Configuration
Zuora Finance: Basics of Configuration
Self-Paced: how Zuora Finance fits into the financial landscape of a subscription-based business model and gives an overview of Zuora Finance capabilities including configurations, accounting close process, and integrations. It's designed for anyone who wants to learn about Zuora Finance c
Not currently available
1 hour
BeginnerSelf-PacedAdministratorFinance and AccountingEnd User
Zuora Finance: Basics of Integration
Zuora Finance: Basics of Integration
Self-Paced: the kinds of integration possible with Zuora and other accounting systems such as your business’s GL (general ledger) and how to export data using summary and detail integration.
Not currently available
30 minutes
BeginnerSelf-PacedAdministratorFinance and Accounting
Revenue Recognition Models and Rules in Zuora
Revenue Recognition Models and Rules in Zuora
Video: for anyone interested in learning about Revenue Recognition Models and Rules in Zuora
Not currently available
7 min 41 sec
AdministratorAdvancedRevenue RecognitionVideoEnd User
Configuring Revenue Recognition Rules in Zuora
Configuring Revenue Recognition Rules in Zuora
Video: for anyone interested in learning about setting the revenue automation Start Date, assigning revenue recognition rules to rate plan charges, and Recommended Practices on assigning the right rules to rate plan charges.
Not currently available
10 min 20 sec
AdministratorAdvancedRevenue RecognitionVideoEnd User
Revenue Schedules in Zuora
Revenue Schedules in Zuora
Video: for anyone interested in learning how to access revenue schedules, view revenue charge summary, and redistribute revenue for a line item.
Not currently available
11 min 47 sec
AdministratorAdvancedRevenue RecognitionVideoEnd User
Administration Settings
Administration Settings
Self-Paced: for Zuora administrators or anyone responsible for administering Zuora on behalf of their organization.
Not currently available
30 minutes
BeginnerSelf-PacedAdministratorAPIs and Platform
Basics of Notifications
Basics of Notifications
Self-Paced: for Zuora administrators or anyone responsible for setting up and managing notifications for their organization.
Not currently available
30 minutes
BeginnerSelf-PacedAdministratorBillingFinance and AccountingPayments and CollectionsEnd User
Callout Notifications in Zuora
Callout Notifications in Zuora
Video: for anyone interested in learning how use the Enhanced Invoice Numbering app
Not currently available
4 minutes
AdministratorAdvancedDeveloperVideoAPIs and Platform
Basics of Zuora Billing Settings
Basics of Zuora Billing Settings
Self-Paced: for Zuora Administrators responsible for configuring and managing settings in Zuora, including Billing settings.
Not currently available
1 hour
BeginnerSelf-PacedAdministratorBillingEnd User
Zuora Billing Settings: Common Use Cases
Zuora Billing Settings: Common Use Cases
Self-Paced: for Zuora Administrators responsible for configuring and managing settings in Zuora, including Billing settings.
Not currently available
1 hour
Self-PacedAdministratorBillingAdvancedEnd User
Basics of Zuora Payments Settings
Basics of Zuora Payments Settings
Self-Paced: for Zuora Administrators responsible for configuring and managing settings in Zuora, including Payments settings.
Not currently available
1 hour
BeginnerSelf-PacedAdministratorPayments and CollectionsEnd User
Zuora Payments Settings: Common Use Cases
Zuora Payments Settings: Common Use Cases
Self-Paced: for Zuora Administrators responsible for configuring and managing settings in Zuora, including Payments settings.
Not currently available
45 minutes
Self-PacedAdministratorAdvancedPayments and CollectionsEnd User
Basics of Zuora Finance Settings
Basics of Zuora Finance Settings
Self-Paced: for Zuora Administrators responsible for configuring and managing settings in Zuora, including Finance settings.
Not currently available
45 minutes
BeginnerSelf-PacedAdministratorFinance and AccountingEnd User
Zuora Finance Settings: Common Use Cases
Zuora Finance Settings: Common Use Cases
Self-Paced: for Zuora Administrators responsible for configuring and managing settings in Zuora, including Finance settings.
Not currently available
45 minutes
Self-PacedAdministratorAdvancedFinance and AccountingEnd User
The Zuora Administrator’s Checklist
The Zuora Administrator’s Checklist
Self-Paced: for Zuora administrators responsible for configuring the settings in Zuora.
Not currently available
45 minutes
BeginnerSelf-PacedAdministratorAPIs and Platform
Zuora-Certified Administrator Exam
Zuora-Certified Administrator Exam
Certification: for Zuora Administrators responsible for configuring and managing settings in Zuora
Not currently available
2.5 hours
AdministratorBillingAdvancedFinance and AccountingPayments and CollectionsAPIs and PlatformCertificationEnd User
Zuora Reporting: An Introduction
Zuora Reporting: An Introduction
Self-Paced: for anyone interested in understanding subscription metrics, how they're different from metrics used to measure traditional businesses and how Zuora data sources are used to create reports.
Not currently available
30 minutes
BeginnerSelf-PacedReporting and AnalyticsEnd User
Zuora Reporting: Creating and Managing Reports
Zuora Reporting: Creating and Managing Reports
Self-Paced: for anyone interested in learning how to create and manage reports in Zuora.
Not currently available
40 minutes
BeginnerSelf-PacedReporting and AnalyticsEnd User
Zuora Reporting: Booking Metrics
Zuora Reporting: Booking Metrics
Self-Paced: for anyone interested in learning about subscription booking metrics and how to create booking metrics reports in Zuora Reporting.
Not currently available
15 minutes
BeginnerSelf-PacedFinance and AccountingReporting and AnalyticsEnd User
Zuora Reporting: Billing Metrics
Zuora Reporting: Billing Metrics
Self-Paced: for anyone interested in learning about subscription billing metrics and how to create billing metrics reports in Zuora.
Not currently available
15 minutes
BeginnerSelf-PacedBillingReporting and AnalyticsEnd User
Zuora Reporting: Cash Metrics
Zuora Reporting: Cash Metrics
Self-Paced: for those interested in learning about cash metrics and how to create cash metrics reports in Zuora Reporting.
Not currently available
15 minutes
BeginnerSelf-PacedFinance and AccountingReporting and AnalyticsEnd User
Zuora Reporting: Revenue Metrics
Zuora Reporting: Revenue Metrics
Self-Paced: for those interested in learning about revenue metrics and how to create revenue metrics reports in Zuora Reporting.
Not currently available
15 minutes
BeginnerSelf-PacedRevenue RecognitionReporting and AnalyticsEnd User
Revenue Reports in Zuora
Revenue Reports in Zuora
Video: for anyone interested in learning about revenue reports in Zuora
Not currently available
12 min 21 sec
AdvancedRevenue RecognitionVideoReporting and AnalyticsEnd User
Zuora Reporting: Creating a TCV Report by Account Name
Zuora Reporting: Creating a TCV Report by Account Name
Video: for anyone interested in learning how to create a a TCV Report categorized by Account Name.
Not currently available
4 min 36 sec
AdvancedVideoFinance and AccountingReporting and AnalyticsEnd User
Zuora Reporting: Basics of MRR Reporting
Zuora Reporting: Basics of MRR Reporting
Video: for anyone interested in learning about the basics of MRR reports with Zuora Reporting.
Not currently available
9 min 19 sec
BeginnerRevenue RecognitionVideoReporting and AnalyticsEnd User
Zuora Reporting: Payment Run Report by Time Interval
Zuora Reporting: Payment Run Report by Time Interval
Video: for anyone interested in learning how to create a report for payment runs executed within a time interval.
Not currently available
2 min 8 sec
AdvancedVideoPayments and CollectionsReporting and AnalyticsEnd User
Zuora Reporting: Reporting to Track Payment Method Changes
Zuora Reporting: Reporting to Track Payment Method Changes
Video: for anyone interested in learning how to create a report that tracks changes made to payment methods.
Not currently available
3 min 27 sec
AdvancedVideoPayments and CollectionsReporting and AnalyticsEnd User
Zuora for Salesforce: Quote Basics
Zuora for Salesforce: Quote Basics
Self-Paced: for Sales Representatives who use the Zuora for Salesforce application to create new or amendment subscription quotes for customers.
Not currently available
30 minutes
BeginnerSelf-PacedQuote ManagementEnd User
Zuora for Salesforce: Basic Configuration Settings
Zuora for Salesforce: Basic Configuration Settings
Self-Paced: for anyone responsible for administering the Zuora for Salesforce application.
Not currently available
30 minutes
Self-PacedAdministratorAdvancedQuote ManagementEnd User
Zuora for Salesforce: Advanced Configuration Settings
Zuora for Salesforce: Advanced Configuration Settings
Self-Paced: for anyone responsible for administering the Zuora for Salesforce application.
Not currently available
30 minutes
Self-PacedAdministratorAdvancedQuote Management
Zuora for Salesforce: Components and Plugins
Zuora for Salesforce: Components and Plugins
Self-Paced: for Salesforce Developers responsible for customizing the Zuora for Salesforce application.
Not currently available
30 minutes
Self-PacedAdministratorAdvancedQuote ManagementEnd User
Zuora for Salesforce: Bundling
Zuora for Salesforce: Bundling
Video: for anyone interested in learning about bundling features in Zuora for Salesforce.
Not currently available
9 minutes
AdministratorAdvancedVideoQuote Management
Zuora for Salesforce: Rules Engine
Zuora for Salesforce: Rules Engine
Video: for anyone interested in learning about how the Zuora Rules Engine enables configurable validation, dynamic pricing, and automatic addition/removal of products in the quoting process
Not currently available
7 minutes
AdministratorAdvancedVideoQuote Management
Zuora Connect: Overview
Zuora Connect: Overview
Video: for anyone interested in an overview of Zuora Connect.
Not currently available
8 minutes
BeginnerDeveloperConnect AppsVideoEnd User
Zuora Connect: Collections Manager
Zuora Connect: Collections Manager
Video series: for anyone interested in learning how to automate collections processes with Zuora's Collections Manager.
Not currently available
1 hour 20 min
BeginnerDeveloperConnect AppsVideoPayments and CollectionsEnd User
Zuora Connect: Configurable Lockbox
Zuora Connect: Configurable Lockbox
Video series: for anyone interested in learning about automatically matching and applying check payments with Zuora’s Configurable Lockbox.
Not currently available
16 minutes
BeginnerDeveloperConnect AppsVideoPayments and CollectionsEnd User
Zuora Connect: Price Books
Zuora Connect: Price Books
Video series: for anyone interested in learning about supplementing the product catalog with complex pricing strategies using Zuora's Price Books.
Not currently available
27 minutes
BeginnerDeveloperConnect AppsVideoSubscription ManagementPricingEnd User
Zuora Connect: Promo Codes
Zuora Connect: Promo Codes
Video series: for anyone interested in learning about automating managing promotions with Zuora’s Promotion Code Management.
Not currently available
40 minutes
BeginnerDeveloperConnect AppsVideoSubscription ManagementPricingEnd User
Zuora Connect: Configurable Tax Engine
Zuora Connect: Configurable Tax Engine
Video: for anyone interested in learning how to work with and integrate seamlessly with external tax engines to get the most accurate, up-to-date tax information in real time using Zuora's Configurable Tax Engine.
Not currently available
10 minutes
BeginnerDeveloperConnect AppsVideoAPIs and Platform
Zuora Connect: Developer Tools - Generic API Loader
Zuora Connect: Developer Tools - Generic API Loader
Video: for anyone interested in learning how to create, update, delete any object in Zuora through easily manipulated CSV files using Generic API Loader.
Not currently available
16 minutes
BeginnerDeveloperConnect AppsVideoAPIs and Platform
Zuora Connect: Enhanced Invoice Numbering
Zuora Connect: Enhanced Invoice Numbering
Video: for anyone interested in how to how to automatically generate invoices with prefixes, numbers, and sequencing using Zuora's Enhanced Invoice Numbering app.
Not currently available
14 min 10 sec
AdministratorBillingAdvancedConnect AppsVideoEnd User
Zuora Connect: Flexera Connector
Zuora Connect: Flexera Connector
Video series: for anyone interested in learning about tying your Zuora subscription billing settings directly to your Flexera account using Zuora’s Flexera Connector.
Not currently available
27 minutes
BillingAdvancedDeveloperConnect AppsVideoSubscription Management
Zuora Connect: Minimum Commitment Application
Zuora Connect: Minimum Commitment Application
Video: for anyone interested in learning what is supported out of the box with Zuora's Minimum Commitment Extension App.
Not currently available
13 minutes
BillingAdvancedDeveloperConnect AppsVideo
Zuora Connect: Danske Bank - Direct Debit Interface
Zuora Connect: Danske Bank - Direct Debit Interface
Video: for anyone interested in learning how The Danske Bank direct debit interface upports banks in Nordics: Finland, Sweden, Denmark and Norway.
Not currently available
8 min 11 sec
AdvancedDeveloperConnect AppsVideoPayments and Collections
Data Migration
Data Migration
Self-Paced: for anyone interested in migrating data from an existing system into Zuora.
Not currently available
30 minutes
BeginnerSelf-PacedDeveloperAPIs and Platform
Data Migration: Advanced
Data Migration: Advanced
Video: for anyone interested in learning how to migrate existing customers into your Zuora tenant.
Not currently available
11 minutes
AdvancedDeveloperVideoAPIs and Platform
Basics of Zuora's REST API
Basics of Zuora's REST API
Self-Paced: for anyone looking to familiarize themselves with Zuora's REST API.
Not currently available
20 minutes
BeginnerSelf-PacedDeveloperAPIs and Platform
Introduction to Zuora's REST APIs
Introduction to Zuora's REST APIs
Video: for anyone interested in learning about Zuora's REST API and how they can be used to send and get data from Zuora.
Not currently available
8 min
BeginnerDeveloperVideoAPIs and Platform
Basics of Zuora's SOAP API
Basics of Zuora's SOAP API
Self-Paced: for anyone looking to familiarize themselves with Zuora's SOAP API.
Not currently available
20 minutes
BeginnerSelf-PacedDeveloperAPIs and Platform
Web Storefront Integration with REST API
Web Storefront Integration with REST API
Self-Paced: for anyone responsible for implementing Zuora within their organization.
Not currently available
30 minutes
BeginnerSelf-PacedDeveloperAPIs and Platform
Website Integration with Zuora
Website Integration with Zuora
Video: for anyone interested in learning about how to integrate a website with Zuora.
Not currently available
8 min 39 sec
AdvancedDeveloperVideoAPIs and Platform
Zuora's Payment Pages 2.0
Zuora's Payment Pages 2.0
Video: for anyone interested in leaning about implementing Payment Pages 2.0.
Not currently available
4 minutes
AdministratorAdvancedDeveloperVideoPayments and CollectionsAPIs and Platform
Creating Custom Fields in Zuora
Creating Custom Fields in Zuora
Video: for anyone interested in learning about custom fields in Zuora.
Not currently available
8 min 39 sec
AdministratorAdvancedDeveloperVideoAPIs and Platform
1. Welcome to Zuora Orders Metrics Upgrade Guide
1. Welcome to Zuora Orders Metrics Upgrade Guide
Video: an overview of Zuora Orders Metrics Upgrade Guide
Not currently available
9 min 10 sec
Overview of CPQ and Orders
Overview of CPQ and Orders
Video: for anyone who wants to learn how Zuora CPQ leverages Zuora's Orders feature to support complex subscription requirements such as multi-year ramp deals.
Not currently available
7 minutes
Zuora Orders
2 Courses
Zuora Orders Metrics Upgrade Guide
This Learning Path includes training, checklists, tasks, and activities that you will need to take to help you upgrade from current Zuora environment to an environment that uses order metrics.
3 Courses
Introduction to Zuora RevPro
Introduction to Zuora RevPro
Video: for Revenue Analysts or someone in a similar role responsible for performing tasks related to revenue management.
FREE
29 min 47 sec
BeginnerRevenue RecognitionVideoEnd User
2: System-Related Configurations
2: System-Related Configurations
Video: for Revenue Analysts or someone in a similar role responsible for performing tasks related to revenue management.
Not currently available
26 min 20 sec
BeginnerRevenue RecognitionVideoEnd User
3: Policy-Related Configurations
3: Policy-Related Configurations
Video: for Revenue Analysts or someone in a similar role responsible for performing tasks related to revenue management.
Not currently available
50 minutes
BeginnerRevenue RecognitionVideoEnd User
4: ASC 606 Step 1: Identify Customer Contract
4: ASC 606 Step 1: Identify Customer Contract
Video: for Revenue Analysts or someone in a similar role responsible for performing tasks related to revenue management.
Not currently available
7 minutes
BeginnerRevenue RecognitionVideoEnd User
5: ASC 606 Step 2: Identify Performance Obligations
5: ASC 606 Step 2: Identify Performance Obligations
Video: for Revenue Analysts or someone in a similar role responsible for performing tasks related to revenue management.
Not currently available
5 minutes
BeginnerRevenue RecognitionVideoEnd User
7: ASC 606 Step 4: Allocate Transaction Price
7: ASC 606 Step 4: Allocate Transaction Price
Video: for Revenue Analysts or someone in a similar role responsible for performing tasks related to revenue management.
Not currently available
6 min 32 sec
BeginnerRevenue RecognitionVideoEnd User
8: ASC 606 Step 5: Recognize Revenue
8: ASC 606 Step 5: Recognize Revenue
Video: for Revenue Analysts or someone in a similar role responsible for performing tasks related to revenue management.
Not currently available
11 minutes
BeginnerRevenue RecognitionVideoEnd User
9: Revenue Reporting
9: Revenue Reporting
Video: for Revenue Analysts or someone in a similar role responsible for performing tasks related to revenue management.
Not currently available
3 min 30 sec
BeginnerRevenue RecognitionVideoReporting and AnalyticsEnd User
Contract Modifications
Contract Modifications
Video: for Revenue Analysts or someone in a similar role responsible for performing tasks related to revenue management.
Not currently available
16 min 15 sec
BeginnerRevenue RecognitionVideoEnd User
Integration between Zuora and RevPro
Integration between Zuora and RevPro
Video: for Revenue Analysts or someone in a similar role responsible for performing tasks related to revenue management.
Not currently available
27 min 40 sec
AdvancedDeveloperRevenue RecognitionVideo
An Introduction to Zuora RevPro's New User Interface
An Introduction to Zuora RevPro's New User Interface
Video: for Revenue Analysts or someone in a similar role responsible for performing tasks related to revenue management.
Not currently available
37 minutes
2. Zuora Orders: An Introduction
2. Zuora Orders: An Introduction
Self-Paced: for Zuora administrators or anyone responsible for administering Zuora on behalf of their organization.
Not currently available
30 minutes
Zuora Orders: An Introduction
Zuora Orders: An Introduction
Self-Paced: for Zuora administrators or anyone responsible for administering Zuora on behalf of their organization.
Not currently available
30 minutes
Zuora Orders: Order Actions
Zuora Orders: Order Actions
Self-Paced: for Zuora administrators or anyone who wants to learn how Zuora’s Order Actions can be used to create new subscriptions, make changes to, or delete existing subscriptions.
Not currently available
30 minutes
RevPro SSP Analyzer
RevPro SSP Analyzer
Video: for anyone interested in learning how and when to use the SSP Analyzer in RevPro.
Not currently available
7 minutes
Workflow End User 2-Day Training - Sept 2020
Live Training in SF for Zuora Workflow
$1,000