Accounts and contacts import fields

Account Name*

Account name, up to 255 characters. (Required field)

Alphanumeric

Account Notes

A string of up to 65,535 characters.

Autogenerated Notes

Account Number

A unique account number, up to 70 characters. If not provided it will be auto-generated

Alphanumeric

Additional Email Addresses

A list of additional email addresses to receive email notifications. Multiple email addresses can be provided by using pipe symbol | as a separator.

Email = abc@zuora.com | def@zuora.com

autoPay

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

• If this field is set to true, you must specify either the creditCard field or the hpmCreditCardPaymentMethodId field, but not both.
• If this field is set to false, you can specify neither the creditCard field nor the hpmCreditCardPaymentMethodId field

boolean

Batch

A string of 50 characters or less (Batch1 - Batch50)

Batch values For example,

• Batch1,
• Batch2,
• Batch3,
• Batch4,
• Batch5,

Bill Cycle Day*

Specify any day of the month (1-31, where 31 = end-of-month), or 0 for auto-set.

Number = 0,3,31

Bill Cycle Day values

BillToContact.FirstName*

A string of 100 characters

Alphanumeric

BillToContact.LastName*

A string of 100 characters

Alphanumeric

BillToContact.WorkEmail

Work email address

Email(abc@zuora.com)

BillToContact.PersonalEmail

Personal email address

Email(abc@zuora.com)

BillToContact.WorkPhone

Work phone number

Alphanumeric - Accept characters like ()+-,spaces

BillToContact.Country

Valid country name or abbreviation.

• “Norway”,
• “Botswana”

BillToContact.Address1

A string of 255 characters

Alphanumeric

BillToContact.Address2

A string of 255 characters

Alphanumeric

BillToContact.City

City. A string of 40 characters

Alphanumeric

BillToContact.State

State. A string of 40 characters

Alphanumeric

BillToContact.PostalCode

Zip code. A string of 20 characters

Alphanumeric

BillToContact.County

County. A string of 32 characters

Valid County Name

BillToContact.Fax

Fax phone number

Alphanumeric - Accept characters like ()+-,spaces

BillToContact.HomePhone

Home phone number

Alphanumeric - Accept characters like ()+-,spaces

BillToContact.MobilePhone

Mobile phone number

Alphanumeric - Accept characters like ()+-,spaces

BillToContact.NickName

Nickname. A string of 100 characters

Alphanumeric

BillToContact.OtherPhone

Fax phone number

Alphanumeric - Accept characters like ()+-,spaces

BillToContact.OtherPhoneType

Type of other phone.

Alphanumeric

BillToContact.TaxRegion

Tax region. A string of 32 characters

Alphanumeric

BillToContact.Description

A string of 100 characters

Alphanumeric

Class NS

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

String <= 255 characters

Credit Memo Template Id

The unique ID of the credit memo template, configured in Billing Settings(32 character identifier).

Alphanumeric Id

CRM Account Id

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

Alphanumeric(CRM12345678)

Communication Profile ID

The communication profile ID linked to this account.

You may provide either or both of the communicationProfileId and profileNumber fields. If both are provided, they must refer to the same communication profile, otherwise the request will fail.

String

Communication Profile Name

The name of the communication profile configured. A string of 70 characters.

Alphanumeric

Currency*

A currency as defined in Billing Settings in the Zuora UI. A string of 3 characters(Required field)

Currency values

Debit Memo Template Id

The unique ID of the credit memo template, configured in Billing Settings(32 character identifier).

Alphanumeric Id

Department NS

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

String <= 255 characters

Integration Id NS

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

String <= 255 characters

Integration Status NS

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

String <= 255 characters

Invoice Delivery Prefs Email

Whether the customer wants to receive invoices through email.

TRUE,FALSE(Case insensitive boolean value)

Invoice Delivery Prefs Print

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

TRUE,FALSE(Case insensitive boolean value)

Invoice Template Id

Invoice template ID, configured in Billing Settings in the Zuora UI(32 character identifier).

Alphanumeric Id

Location NS

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

String <= 255 characters

Organization Label

Label the Org units that need to be associated with Accounts. All the associated transaction objects of the account being labeled will automatically inherit the org label of the Account.

String

Parent Account Number

Parent custom account number up to 50 characters. Use this field if you have Customer Hierarchy enabled.

Alphanumeric

ParentID

The parent customer account associated with this account. To access this field, you must have the CustomerHierarchy enabled

String <= 32characters

Payment Gateway Name

The name of the payment gateway instance.

Alphanumeric

Payment Term

Payment terms configured for this account. A string of 100 characters.

Due Upon Receipt, Net 30, Net 60, Net 90

Sales Rep Name

The name of the sales representative associated with this account. A string of 50 characters.

Alphanumeric

salesRep

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

string

Sequence Set Name

The name of the billing document sequence set to assign to the customer account. A string of 32 characters

Alphanumeric

ShipToContact FirstName

First name, 100 characters or less

string

ShipToContact LastName

Last name, 100 characters or less

string

shipToContactId

The ship-to contact ID for the current account

string

ShipToContact Address1

First address line, 255 characters or less

string

ShipToContact Address2

Second address line, 255 characters or less

string

ShipToContact City

City, 40 characters or less

string

ShipToContact Country

Country; must be a valid country name or abbreviation

string

ShipToContact County

County; 32 characters or less. Can be optionally used by Zuora Tax to calculate county tax.

string

ShipToContact Fax

Fax phone number, 40 characters or less

string

ShipToContact HomePhone

Home phone number, 40 characters or less

string

ShipToContact MobilePhone

Mobile phone number, 40 characters or less

string

ShipToContact NickName

Nickname for this contact

string

ShipToContact OtherPhone

Other phone number, 40 characters or less

string

ShipToContact OtherPhoneType

Possible values are: Work, Mobile, Home, Other

string

ShipToContact PersonalEmail

Personal email address

string <email> <= 80 characters

ShipToContact PostalCode

Zip code, 20 characters or less

string

ShipToContact State

State; must be a valid subregion (state or province) name or code. For more information,

string

ShipToContact TaxRegion

If using Zuora Tax, you can optionally define a region string in your tax rules, but it’s not required.

string

ShipToContact WorkEmail

Work email address, 80 characters or less

string

ShipToContact WorkPhone

Work phone number, 40 characters or less

string

ShipToContact Address1

First address line, 255 characters or less

string

SoldToContact.FirstName*

A string of 100 characters

Alphanumeric

SoldToContact.LastName*

A string of 100 characters

Alphanumeric

SoldToSameAsBillTo

Whether the sold-to contact and bill-to contact are the same entity.

Boolean

SoldToContactId

The sold-to contact ID for the current account.

string

SoldToContact.WorkEmail

Work email address

Email(abc@zuora.com)

SoldToContact.PersonalEmail

Personal email address

Email(abc@zuora.com)

SoldToContact.WorkPhone

Work phone number

Alphanumeric - Accept characters like ()+-,spaces

SoldToContact.Country

Valid country name or abbreviation.

Alphanumeric

SoldToContact.Address1

A string of 255 characters

Alphanumeric

SoldToContact.Address2

A string of 255 characters

Alphanumeric

SoldToContact.City

City. A string of 40 characters

Alphanumeric

SoldToContact.State

State. A string of 40 characters

Alphanumeric

SoldToContact.PostalCode

Zip code. A string of 20 characters

Alphanumeric

SoldToContact.County

County. A string of 32 characters

Valid County Name

SoldToContact.Fax

Fax phone number

Alphanumeric - Accept characters like ()+-,spaces

SoldToContact.HomePhone

Home phone number

Alphanumeric - Accept characters like ()+-,spaces

SoldToContact.MobilePhone

Mobile phone number

Alphanumeric - Accept characters like ()+-,spaces

SoldToContact.NickName

Nickname. A string of 100 characters

Alphanumeric

SoldToContact.OtherPhone

Fax phone number

Alphanumeric - Accept characters like ()+-,spaces

SoldToContact.Country

Valid country name or abbreviation

Country values

SoldToContact.TaxRegion

Tax region. A string of 32 characters

Alphanumeric

SoldToContact.Description

A string of 100 characters

Alphanumeric

Subsidiary NS

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.

String <= 255 characters

summaryStatementTemplateId

The summary statement template ID or null

string

Sync Date NS

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

String <= 255 characters

Sync To Net Suite NS

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

String

TaxCompany Code

Unique code that identifies a company account in Avalara

Alphanumeric

TaxExempt Certificate Id

ID of the customer tax exemption certificate

Alphanumeric Id

TaxExempt Certificate Type

Type of tax exemption certificate that the customer holds

Alphanumeric

TaxExempt Description

Description of the tax exemption certificate

Alphanumeric

TaxExempt Effective Date

Date when the customer tax exemption starts

Date(yyyy-MM-dd)

TaxExempt Entity UseCode

A unique entity use code

Alphanumeric

TaxExempt ExemptExpirationDate

Date when the customer tax exemption expires

Date yyyy-MM-dd)

TaxExempt Issuing Jurisdiction

Jurisdiction in which the customer tax exemption certificate was issued.

Alphanumeric

TaxExempt Status

Status of the account tax

TaxExempt Status values

• Yes
• No
• PendingVerification

TaxExempt VATId

Value Added Tax ID

Alphanumeric Id