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Upgrade single tenant to Zuora Multi-Org

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Learn how to migrate a single tenant to Zuora Multi-Org using the Multiple Organization APIs.

1

Contact Zuora Global Support to initiate your Multi-Org migration. The support team will connect you with the Zuora Multi-Org team to guide you through the process.

2

Create the organizational hierarchy using the Multiple Organization APIs.

3

Label the key objects:

  1. Customer Accounts
  2. Products in the Product Catalog
  3. Users
4

Repeat the labeling process until all applicable objects are assigned to the correct organizations.

5

Review audit log to validate labeling changes to the key objects.

6

Prepare users for the transition by completing internal change management activities and communicating the new organizational visibility model.

7

Validate the configuration and activate Zuora Multi-Org.

In addition to the three key object types listed above, more than 100 dependent object types are automatically labeled based on the labels assigned to those key objects. For more information about data labeling, see the the Multiple Organizations API reference.