> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://zuora.ferndocs.com/_mcp/server. # Deployment Manager ## Docs - [Deployment Manager overview](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/deployment-manager-overview.md): This topic provides an overview of Deployment Manager and its role in managing metadata deployments between Zuora tenants. - [Create a source tenant for deployment](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/deployment-manager-features-and-operations/create-a-source-tenant.md): Learn how to create a source tenant to host metadata objects for migration using the Deployment Manager. - [Run a deployment process](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/deployment-manager-features-and-operations/run-a-deployment.md): Learn how to run a deployment in Deployment Manager and access instructions to revert it. - [Revert a deployment](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/deployment-manager-features-and-operations/run-a-deployment/revert-a-deployment.md): This topic guides you through the process of reverting a deployment. - [Deployment icons and their status](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/deployment-manager-features-and-operations/deployment-manager-comparison-status-icons.md): Use this reference topic to learn about deployment icons, their statuses, and descriptions. - [Configure email notification recipients list](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/deployment-manager-features-and-operations/configure-email-notification-recipients-list-1.md): Learn how to configure multiple email recipients for deployment notifications in Deployment Manager. - [Context, attributes, and dynamic pricing deployment considerations Deployment considerations for Context, Attributes, and Dynamic Pricing](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/deployment-manager-features-and-operations/deploying-context-attributes-and-dynamic-pricing.md): This topic provides the guidelines for deploying Context, Attributes, and Dynamic Pricing using Deployment Manager. - [Export results to CSV in Deployment Manager](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/deployment-manager-features-and-operations/export-compare-results-to-csv-in-deployment-manager.md): Learn how to export comparison results to a CSV file in Deployment Manager. - [Configuration templates in Deployment Manager](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/deployment-manager-features-and-operations/configuration-templates.md): This topic provides an overview on configuration templates in Deployment Manager. - [Create and download source template](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/deployment-manager-features-and-operations/configuration-templates/download-template-1.md): Learn how to create and download a source template from the Template List View screen. - [Create a deployment using configuration template](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/deployment-manager-features-and-operations/configuration-templates/compare-validate-and-deploy-1.md): Learn how to navigate the Deployment Manager, create a new deployment, and upload templates for deployment. - [Filters in Deployment Manager](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/deployment-manager-features-and-operations/about-filters-in-deployment-manager.md): This article details an overview about filters and the operators to refine your filter conditions in Deployment Manager. - [Configure and apply filters in Deployment Manager](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/deployment-manager-features-and-operations/about-filters-in-deployment-manager/configure-a-filter-in-deployment-manager.md): Learn how to configure and apply filters in Deployment Manager to efficiently manage and deploy custom objects and components. - [Create and save a quick filter](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/deployment-manager-features-and-operations/about-filters-in-deployment-manager/create-and-save-a-quick-filter.md): Learn how to create, customize, and save quick filters for future use. - [View deployment task details, history, and status](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/deployment-manager-features-and-operations/view-deployment-history-and-status-1.md): Learn how to view deployment task details, history, and status, including sorting options and status descriptions. - [Product catalog deployment guide](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/product-catalog-deployment/product-catalog-deployments-1.md): Learn about Zuora Billing product catalog that offers a flexible interface for managing products and pricing, tailored for subscription businesses, and supports deployment through Deployment Manager. - [Product catalog terminologies and facts](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/product-catalog-deployment/deploy-product-catalog-using-deployment-manager-1.md): This reference defines Product Catalog statuses in the List view interface and outlines key deployment behaviors for products, rate plans, and rate plan charges. - [Pre-validation for product catalog deployments](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/product-catalog-deployment/verify-and-deploy.md): Learn how to use pre-validation in Deployment Manager to verify product catalog deployments and identify missing dependencies before you apply changes to the target tenant. - [Product catalog deployment using configuration templates](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/product-catalog-deployment/about-deploy-product-catalog-with-configuration-templates.md): Learn how to deploy product catalogs using configuration templates, including options for full or selective product configurations and API availability. - [Feature support in Deployment Manager](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/product-catalog-deployment/supporting-features-in-deployment-manager.md): This topic describes the features that are supported between tenants as part of deployment. - [Product catalog deployment best practices](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/product-catalog-deployment/best-practices-for-managing-product-catalog-in-tenants.md): This article outlines the best practices for managing product catalogs, including deployment, baselining, SKU customization, and naming. - [Product catalog deployment reference facts](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/product-catalog-deployment/general-facts-deployment-manager.md): Learn about deploying the Product Catalog and Revenue Accounting Codes using Deployment Manager, including settings, workflows, and limitations. - [Comparison and deployment scenarios](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/product-catalog-deployment/primary-comparison-key-sku.md): This reference provides a comprehensive overview of comparison and deployment scenarios for product catalogs, focusing on product configurations, source and target tenants, and deployment manager displays. - [Product catalog deployment FAQs](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/product-catalog-deployment/product-catalog-deployment-faqs.md): This reference article provides answers to frequently asked questions about deploying the Product Catalog, including error resolution, deployment status, and system behavior. - [Revenue configurations with Deployment Manager](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/revenue-configuration-deployment/revenue-metadata-deployment-with-deployment-manager.md): Use Deployment Manager to pre-validate, compare, validate, and deploy Zuora Revenue configuration between source and target tenants, ensuring consistent setup across non-production and production environments. - [Deploy Revenue configuration for an OTR customer​​](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/revenue-configuration-deployment/deploy-revenue-metadata-as-an-otr-customer.md): Learn how to deploy Zuora Revenue configurations using Deployment Manager when you are an Order To Revenue (OTR) customer whose source-tenant connection uses OneID-based OAuth credentials. - [Deploy Revenue configuration for a Revenue-only customer](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/revenue-configuration-deployment/deploy-revenue-metadata-as-a-revenue-only-customer.md): Learn how to deploy Zuora Revenue configurations for a Revenue-only customers. The source tenant is a Revenue tenant, and the source-tenant connection uses OneID-based OAuth credentials. - [Revenue configuration deployment scope and limitations](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/revenue-configuration-deployment/scope-of-revenue-metadata-deployment.md): This topic describes the scope and limitations of Revenue metadata deployment, including unsupported operations, environment constraints, and tenant relationship use cases. - [Best practices for Revenue configuration deployment](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/revenue-configuration-deployment/best-practices-for-revenue-metadata-deployment.md): This topic describes the best practices to plan, validate, and deploy Revenue metadata safely and consistently across environments. - [Source code integration with Deployment Manager](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/github-integration-with-deployment-manager/source-code-integration-with-deployment-manager.md): This article explains how to integrate Zuora tenants with source code repositories using configuration templates. - [Deployment Manager configuration template workflow](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/github-integration-with-deployment-manager/deploying-from-the-deployment-manager-interface.md): The article describes how the user interface streamlines configuration deployment from a source code repository into the Zuora tenant. - [User access control for GitHub integration](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/github-integration-with-deployment-manager/user-roles-and-permissions.md): This document outlines the user access control requirements for integrating GitHub with Zuora's Deployment Manager. - [Set up GitHub account and add collaborators](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/github-integration-with-deployment-manager/admin-settings.md): Learn how to set up and manage GitHub repositories for deployment, including configuring access permissions and collaborating with team members. - [Configure token settings in GitHub](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/github-integration-with-deployment-manager/admin-settings/configuring-token-settings.md): Learn how to configure token settings to manage personal access tokens, enable security options, and set repository permissions. - [Create access token from a user profile](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/github-integration-with-deployment-manager/admin-settings/create-access-token-from-a-user-profile.md): Learn how to generate a personal access token in GitHub for secure authentication and API access. - [GitHub repository permissions](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/github-integration-with-deployment-manager/admin-settings/github-repository-permissions.md): This topic outlines the recommended permission settings for a GitHub repository used in Zuora deployment projects - [Add a source code repository to Zuora tenant](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/github-integration-with-deployment-manager/adding-source-code-repository-as-a-source-in-zuora-tenant-2.md): Learn how to add a GitHub source to a Zuora tenant, creating and upload configuration templates, and manage existing configurations. - [Deploy metadata from GitHub repository](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/github-integration-with-deployment-manager/deploy.md): Learn how to deploy a template by navigating the interface, initiating a deployment, and uploading templates from a repository. - [Deploy configurations to the target tenant with GitHub actions](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/github-integration-with-deployment-manager/1deploying-metadata-from-github-repository.md): Learn how to deploy configurations to a target Zuora tenant using GitHub Actions for seamless and automated deployment processes. - [Upload and sync configuration template to repository](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/github-integration-with-deployment-manager/uploading-and-syncing-configuration-templates-part-2-1.md): Learn uploading and syncing configuration templates, including creating new templates, uploading them to a repository, and ensuring they are updated with the latest modifications. - [Compare configuration templates in GitHub](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/github-integration-with-deployment-manager/compare-configuration-templates-in-github.md): Learn how to compare configuration templates in GitHub using difference tools and split view for effective version management. - [Deployment scope and behavior](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/deployment-manager-behavior-and-scope/deployment-manager-known-facts-and-limitations.md): This topic provides an overview of Deployment Manager scope and supported configurations - [Workflow behavior](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/deployment-manager-behavior-and-scope/deployment-manager-known-facts-and-limitations/workflow-deployment-behavior.md): This document outlines the behavior of workflow deployment and scope. - [Custom object and custom logic behavior](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/deployment-manager-behavior-and-scope/deployment-manager-known-facts-and-limitations/custom-logic-deployment-bevariour.md): The article outlines the behavior of custom object and custom logic deployment. - [Hosted payment pages behavior](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/deployment-manager-behavior-and-scope/deployment-manager-known-facts-and-limitations/hosted-payment-pagesdeployment-behavior.md): The article describes the workflow to deploy hosted payment pages. - [Accounting period deployment behavior](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/deployment-manager-behavior-and-scope/deployment-manager-known-facts-and-limitations/accounting-period.md): This document outlines the process of deploying accounting periods using the deployment manager, including necessary permissions and expected behaviors. - [Taxation component behavior](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/deployment-manager-behavior-and-scope/deployment-manager-known-facts-and-limitations/taxation.md): The article outlines the taxation component and best practices to ensure successful integration in Billing. - [Custom fields behavior](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/deployment-manager-behavior-and-scope/deployment-manager-known-facts-and-limitations/custom-fields-deployment.md): Learn how Deployment Manager facilitates the deployment of custom fields across different environments, including guidelines for handling legacy and advanced custom fields. - [Notifications behavior](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/deployment-manager-behavior-and-scope/deployment-manager-known-facts-and-limitations/notifications.md): This document outlines best practices for deploying notifications, including mapping display names, managing callout settings, and ensuring successful deployments. - [Custom event and scheduled event deployment rules](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/deployment-manager-behavior-and-scope/deployment-manager-known-facts-and-limitations/custom-events-and-custom-scheduled-events.md): The article outlines the rules managing custom events and custom scheduled events in the deployment manager service, including deployment recommendations and validation processes. - [User role and data query behavior](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/deployment-manager-behavior-and-scope/deployment-manager-known-facts-and-limitations/user-role-and-data-query.md): This document outlines the rules for user role comparison and data query deployment using the Deployment Manager. - [Reporting behavior](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/deployment-manager-behavior-and-scope/deployment-manager-known-facts-and-limitations/reportimng.md): This document outlines the reporting deployment scenarios and best practices for using Deployment Manager reports . - [Platforms behavior](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/deployment-manager-behavior-and-scope/deployment-manager-known-facts-and-limitations/general.md): The topic provides an overview of Deployment Manager features, including Multi-Org capabilities, revenue configurations, and general behaviors. - [Experience builder behavior](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/deployment-manager-behavior-and-scope/deployment-manager-known-facts-and-limitations/experience-builder.md): This document outlines the behavior of experience builder and scope. - [Use Deployment Manager](https://zuora.ferndocs.com/docs/platform/data-management/deployment-manager/use-deployment-manager.md): The article provides an overview on accessing Deployment Manager, deploy tenants using configuration templates, and quick filters.