Generic API Loader Templates

This section provides guidance on configuring the Generic API Loader by uploading a CSV file for specific operations, with considerations for file format compatibility on different operating systems.

When configuring the Generic API Loader instance, you have to upload a CSV file for the selected operation. Note that if you are using Microsoft Excel on Mac OS, you must save the .csv file in MS-DOS Comma Separated (.csv) format.

The following table describes the template and API operation Zuora uses for each object type:

Object type	Template	API operation	Note
Credit Memo Debit Memo Order Order Action Stored Credential Profile	Generic API Loader Template	Specific API operations for each object type.
Payments Refund	Generic API Loader Template	Specific API operations for each object type.	The Invoice Settlement feature is enabled for your Zuora tenant.
Payments Refund	CSV template file based on the available fields of the corresponding SOAP API Object. Each column in the CSV template file represents an object field. For more information about available fields and their descriptions, see List of SOAP API Objects.	The Actions API operations, such as Create, Delete, and Update.	The Invoice Settlement feature is not enabled for your Zuora tenant.
Other objects	CSV template file based on the available fields of the corresponding SOAP API Object. Each column in the CSV template file represents an object field. For more information about available fields and their descriptions, see List of SOAP API Objects.	The Actions API operations, such as Create, Delete, and Update.