Deploy Revenue configuration for an OTR customer

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.

Create a source tenant that contains the configuration objects to deploy. Authentication for adding a source tenant from the Billing UI uses the Billing user’s client credentials. To add a source tenant, see Create a source tenant for deployment.
Configure Revenue permissions. In Zuora Revenue, navigate to Setups > Security > Roles and configure the role privileges required to access Deployment Manager and the Revenue components. For more information, see User access.
In the Billing tenant, grant the required permission to the user to access Deployment Manager. For more information, see Platform roles and Overview of Deployment Manager.
Verify that the required parent objects, especially Labels, are available in the target tenant or are included earlier in the deployment sequence.

From the Billing interface, navigate to Administrative module > Deployment Manager.

click + New.

Provide a Deployment Name and an optional Description.

Select a Source Tenant and click Next.

Select the Revenue components to compare and deploy. Use the tenant-type filter to display the components that apply to Billing-only, OTR, or Revenue-only environments.

Compare the source and target tenants.

Verify and Deploy the selected Revenue configurations.

Click Confirm, and confirm the Email notification.

Click Start Deployment.

Review View Logs and the History page after deployment.