Introduction to Zuora
Self-Paced: for anyone interested in understanding the business value of Zuora.
FREE
30 minutes
Zuora Reporting: An Introduction
Self-Paced: for anyone interested in understanding subscription metrics, how they're different from metrics used to measure traditional businesses and how Zuora data sources are used to create reports.
FREE
30 minutes
9 Keys: An Introduction
Self-Paced: for anyone who wants to get an introduction to the concept of 9 Keys.
FREE
30 minutes
Zuora Reporting: Billing Metrics
Self-Paced: for anyone interested in learning about subscription billing metrics and how to create billing metrics reports in Zuora.
FREE
15 minutes
Zuora Reporting: Booking Metrics
Self-Paced: for anyone interested in learning about subscription booking metrics and how to create booking metrics reports in Zuora Reporting.
FREE
15 minutes
Zuora Reporting: Cash Metrics
Self-Paced: for those interested in learning about cash metrics and how to create cash metrics reports in Zuora Reporting.
FREE
15 minutes
Zuora Reporting: Creating and Managing Reports
Self-Paced: for anyone interested in learning how to create and manage reports in Zuora.
FREE
40 minutes
Zuora Reporting: Revenue Metrics
Self-Paced: for those interested in learning about revenue metrics and how to create revenue metrics reports in Zuora Reporting.
FREE
15 minutes
Basics of Amendments
Self-Paced: for sales reps, customer support reps, or anyone responsible for amending subscriptions in Zuora.
FREE
30 minutes
Basics of Subscriptions
Self-Paced: for sales reps, customer support reps, or anyone responsible for creating subscriptions in Zuora.
FREE
30 minutes
Administration Settings
Self-Paced: for Zuora administrators or anyone responsible for administering Zuora on behalf of their organization.
FREE
30 minutes
Zuora Finance: An Introduction
Self-Paced: for anyone interested in learning about Zuora Finance capabilities.
FREE
1 hour
9 Keys: Price in Support of Business Goals
Self-Paced: for anyone who wants to get an introduction to the first of the 9 Keys: Price.
FREE
30 minutes
9 Keys: Collect to Maximize Payments
Self-Paced: for anyone who wants to get an introduction to the fourth of the 9 Keys: Collect.
FREE
30 minutes
9 Keys: Acquire Customers Across Multiple Channels
Self-Paced: for anyone who wants to get an introduction to the second of the 9 Keys: Acquire.
FREE
30 minutes
9 Keys: Bill For Accurate, Intuitive Invoices
Self-Paced: for anyone who wants to get an introduction to the third of the 9 Keys: Bill.
FREE
30 minutes
Introduction to Accounting
Self-Paced: for those who are unfamiliar with accounting and who want to learn about basic accounting terms and core financial statements businesses use to report their financial health.
FREE
1 hour
Revenue Recognition: An Introduction
Self-Paced: for anyone who wants to understand the basics of revenue recognition. Covers how revenue recognition can be different for a subscription-based business.
FREE
30 minutes
Zuora Finance: Basics of Integration
Self-Paced: the kinds of integration possible with Zuora and other accounting systems such as your business’s GL (general ledger) and how to export data using summary and detail integration.
FREE
30 minutes
Zuora Finance: Basics of Accounting Close Process
Self-Paced: the different steps in the accounting close process, how to run a trial balance and reconcile any outstanding transactions, and how to view and export the period end balances and summaries.
FREE
45 minutes
Zuora Finance: Basics of Configuration
Self-Paced: how Zuora Finance fits into the financial landscape of a subscription-based business model and gives an overview of Zuora Finance capabilities including configurations, accounting close process, and integrations. It's designed for anyone who wants to learn about Zuora Finance c
FREE
1 hour
Product Catalog Configuration: Adding Products, Rate Plans, and Charges
Self-Paced: for Product Managers or Product Marketing Managers responsible for configuring and managing their company’s product catalog in Zuora.
FREE
30 minutes
Product Catalog Configuration: Prorating Charges
Self-Paced: for Product Managers or Product Marketing Managers responsible for configuring and managing their company’s product catalog in Zuora.
FREE
30 minutes
Product Catalog Configuration: Setting Up International Pricing
Self-Paced: for Product Managers or Product Marketing Managers responsible for configuring and managing their company’s product catalog in Zuora.
FREE
30 minutes
Product Catalog Configuration: Aligning a Billing Period
Self-Paced: for Product Managers or Product Marketing Managers responsible for configuring and managing their company’s product catalog in Zuora.
FREE
30 minutes
Product Catalog Configuration: Using Charge Models (Including Discounts)
Self-Paced: for Product Managers or Product Marketing Managers responsible for configuring and managing their company’s product catalog in Zuora.
FREE
45 minutes
Developer Tools - Generic API Loader
Video: for anyone interested in learning how to create, update, delete any object in Zuora through easily manipulated CSV files using Generic API Loader.
FREE
16 minutes
Zuora Connect: Enhanced Invoice Numbering
Video: for anyone interested in how to how to automatically generate invoices with prefixes, numbers, and sequencing using Zuora's Enhanced Invoice Numbering app.
FREE
14 min 10 sec
Zuora Connect: Minimum Commitment Application
Video: for anyone interested in learning what is supported out of the box with Zuora's Minimum Commitment Extension App.
FREE
13 minutes
Flexera Connector
Video series: for anyone interested in learning about tying your Zuora subscription billing settings directly to your Flexera account using Zuora’s Flexera Connector.
FREE
27 minutes
Zuora Connect: Configurable Lockbox
Video series: for anyone interested in learning about automatically matching and applying check payments with Zuora’s Configurable Lockbox.
FREE
16 minutes
Data Migration
Self-Paced: for anyone interested in migrating data from an existing system into Zuora.
FREE
30 minutes
Zuora's Object Model
Video: for developers or anyone who is interested in working with data stored in Zuora.
FREE
9 minutes
Basics of Zuora's REST API
Self-Paced: for anyone looking to familiarize themselves with Zuora's REST API.
FREE
20 minutes
Website Integration with Zuora
Video: for anyone interested in learning about how to integrate a website with Zuora.
FREE
8 min 39 sec
Introduction to Zuora's REST APIs
Video: for anyone interested in learning about Zuora's REST API and how they can be used to send and get data from Zuora.
FREE
8 min
Zuora's Payment Pages 2.0
Video: for anyone interested in leaning about implementing Payment Pages 2.0.
FREE
4 minutes
Data Migration: Advanced
Video: for anyone interested in learning how to migrate existing customers into your Zuora tenant.
FREE
11 minutes
Basics of Zuora Billing Settings
Self-Paced: for Zuora Administrators responsible for configuring and managing settings in Zuora, including Billing settings.
FREE
1 hour
Basics of Zuora Payments Settings
Self-Paced: for Zuora Administrators responsible for configuring and managing settings in Zuora, including Payments settings.
FREE
1 hour
Basics of Zuora Finance Settings
Self-Paced: for Zuora Administrators responsible for configuring and managing settings in Zuora, including Finance settings.
FREE
45 minutes
Zuora Billing Settings: Common Use Cases
Self-Paced: for Zuora Administrators responsible for configuring and managing settings in Zuora, including Billing settings.
FREE
2 hours
Zuora Payments Settings: Common Use Cases
Self-Paced: for Zuora Administrators responsible for configuring and managing settings in Zuora, including Payments settings.
FREE
45 minutes
Zuora Finance Settings: Common Use Cases
Self-Paced: for Zuora Administrators responsible for configuring and managing settings in Zuora, including Finance settings.
FREE
45 minutes
The Zuora Administrator’s Checklist
Self-Paced: for Zuora administrators responsible for configuring the settings in Zuora.
FREE
45 minutes
Zuora Product Catalog: Understanding "Default From Customer Account" and "Charge Trigger Dates"
Video: for anyone interested in learning about "Default From Customer Account" and "Charge Trigger Dates"
FREE
6 minutes
Creating Products vs. Rate Plans
Video: for anyone interested in learning about the difference between creating a rate plan vs. a product when augmenting the product catalog.
FREE
15 min 30 sec
Automate Your Billing and Payments
Self-Paced: for anyone interested in automating billing and payment operations, collecting payments, and handling refunds and adjustments for their company.
FREE
40 minutes
Introduction to Credit and Debit Memos
Video: for anyone interested in learning how to issue a credit or refund to customers using credit and debit memos.
FREE
7 minutes
Introduction to Invoice Item Settlement
Video: for anyone interested in learning how to use the advanced AR functionality of Invoice Item Settlement to apply payments and credits at the invoice and debit memo level.
FREE
4 min 40 sec
Zuora Reporting: Reporting to Track Payment Method Changes
Video: for anyone interested in learning how to create a report that tracks changes made to payment methods.
FREE
3 min 27 sec
Zuora Reporting: Creating a TCV Report by Account Name
Video: for anyone interested in learning how to create a a TCV Report categorized by Account Name.
FREE
4 min 36 sec
Zuora Reporting: Payment Run Report by Time Interval
Video: for anyone interested in learning how to create a report for payment runs executed within a time interval.
FREE
2 min 8 sec
Zuora Reporting: Basics of MRR Reporting
Video: for anyone interested in learning about the basics of MRR reports with Zuora Reporting.
FREE
9 min 19 sec
Revenue Reports in Zuora
Video: for anyone interested in learning about revenue reports in Zuora
FREE
12 min 21 sec
Invoice Templates in Zuora
Video series: for anyone interested in an overview of invoice templates in Zuora and how to customize these templates to meet your business needs.
FREE
27 minutes
Billing in the Past vs. the Future
Video: for anyone interested in learning how to use invoice dates and target dates to bill in the past vs. future.
FREE
5 min 30 sec
Zuora Finance: Seven Steps to Closing an Accounting Period
Video: for anyone interested in learning about the accounting close process in Zuora.
FREE
5 minutes
Zuora for Salesforce: Rules Engine
Video: for anyone interested in learning about how the Zuora Rules Engine enables configurable validation, dynamic pricing, and automatic addition/removal of products in the quoting process
FREE
7 minutes
Web Storefront Integration with REST API
Self-Paced: for anyone responsible for implementing Zuora within their organization.
FREE
30 minutes
Creating Subscriptions vs. Amendments
Video: for anyone interested in learning about situations in which it's recommended to create a new subscription vs. adding an amendment to an existing subscription.
FREE
8 min 39 sec
Standard Zuora Architecture
Video: for anyone interested in understanding how Zuora fits into the customer's system landscape
FREE
6 min 13 sec
Revenue Recognition Models and Rules in Zuora
Video: for anyone interested in learning about Revenue Recognition Models and Rules in Zuora
FREE
7 min 41 sec
Configuring Revenue Recognition Rules in Zuora
Video: for anyone interested in learning about setting the revenue automation Start Date, assigning revenue recognition rules to rate plan charges, and Recommended Practices on assigning the right rules to rate plan charges.
FREE
10 min 20 sec
Revenue Schedules in Zuora
Video: for anyone interested in learning how to access revenue schedules, view revenue charge summary, and redistribute revenue for a line item.
FREE
11 min 47 sec
Callout Notifications in Zuora
Video: for anyone interested in learning how use the Callout Notification feature in Zuora.
FREE
4 minutes
Zuora Connect: Danske Bank - Direct Debit Interface
Video: for anyone interested in learning how The Danske Bank direct debit interface upports banks in Nordics: Finland, Sweden, Denmark and Norway.
FREE
8 min 11 sec
Creating Custom Fields in Zuora
Video: for anyone interested in learning about custom fields in Zuora.
FREE
8 min 39 sec
Zuora RevPro: An Introduction
Self-Paced: for anyone interested in an overview of Zuora RevPro
FREE
30 minutes
Zuora Orders: An Introduction
Self-Paced: for Zuora administrators or anyone responsible for administering Zuora on behalf of their organization.
FREE
30 minutes
Zuora RevPro: System-Related Setups
Self-Paced: for anyone interested in learning about system related setup in RevPro including accounting calendar, account structure, currencies and user setup.
FREE
30 minutes
Zuora Orders: Order Actions
Self-Paced: for Zuora administrators or anyone who wants to learn how Zuora’s Order Actions can be used to create new subscriptions, make changes to, or delete existing subscriptions.
FREE
30 minutes
Zuora RevPro: Policy-Related Setups
Self-Paced: for anyone interested in learning about policy related setup in RevPro including RC Templates, POB Templates, and SSP.
FREE
30 minutes
Zuora Workflow
This course will help you get acquainted with Zuora's Workflow app and illustrate how it works with examples.
FREE
60 mins
Collect - Disputes
This course describes the new Disputes feature available as part of the Zuora Collect application.
FREE
20 min
Subscriber Portal
This course will help you get acquainted with Zuora's Subscriber Portal app and illustrate how it works with examples.
FREE
60 min
Revenue Contract Grouping Setup in RevPro
Self-Paced: for end-users responsible for configuring contract grouping setups in RevPro
FREE
30 minutes
Performance Obligation Setup in RevPro
Self-Paced: for anyone interested in learning about Performance Obligation Setup and Assignment in RevPro.
FREE
30 minutes
SSP Setup in RevPro
Self-Paced: for anyone interested in learning how to set up SSP in RevPro.
FREE
30 minutes
New! Introduction to Zuora's Summer Release 2019
This course provides an overview of the new features introduced in Zuora's Summer Release 2019.
FREE
30 minutes
Basics of Product Catalog*
Self-Paced: for Product Managers, Marketing Managers, or anyone responsible for setting up and managing a company’s catalog of products available to customers by subscription.
FREE
30 minutes
Basics of Customer Accounts*
Self-Paced: for customer representatives or anyone responsible for creating a company’s customer accounts.
FREE
15 minutes
Basics of Billing Operations*
Self-Paced: for billing associates, analysts, managers, or anyone responsible for executing bill runs and generating invoices in Zuora.
FREE
30 minutes
Basics of Payment Operations*
Self-Paced: for anyone for anyone responsible for collecting payments from customers in Zuora.
FREE
30 minutes
Overview of Salesforce and Zuora CPQ
This course introduces you to the concept of configuring, pricing, and quoting for businesses and Zuora’s CPQ application.
FREE
30 minutes
Features of Zuora CPQ
This course describes CPQ solutions, advantages of Zuora CPQ, and features of Zuora Quotes and Zuora 360.
FREE
30 minutes
Zuora CPQ Setup and Configuration
This course describes the step-by-step process of installing Zuora CPQ and configuring various settings.
FREE
30 minutes
Quoting & Advanced Functionality
This course describes how to create a quote with and without Guided Selling feature, how to create a quote , and how quote metrics are calculated in Salesforce.
FREE
30 minutes
Product Catalog Configuration: Common Use Cases
Self-Paced: for Product Managers or Product Marketing Managers responsible for configuring and managing their company’s product catalog in Zuora.
FREE
60 minutes
Zuora Collect - Collections Window: Q1 FY2021 Release
This course will provide you the new features of Zuora Collect - Collections Window and explains how these features benefit both business and end subscribers.
FREE
Series 1: Zuora Basics
FREE
Series 2: The Zuora Data Model
FREE
Series 3: Product Catalog Setup and Management
FREE
Series 4: Users, Roles, and Security Settings
FREE
Series 5: Billing, Payment and Finance Settings
FREE
Virtual Zuora Administrator Starter Class June 2-3 CET
$499
2 days
Virtual Zuora Administrator Master Class June 9-10, 9:00-5:00 CET
$699
2 days
Virtual Zuora Administrator Starter Class June 16-17 AEST
$499
2 days
Virtual Zuora Administrator Master Class June 24-25, 9:00-5:00 AEST
$499
2 days
Virtual Zuora Administrator Exam Cram June 22 PDT
$299
1 day
Virtual Zuora Administrator Exam Cram June 30 EDT
$299
1 day
Courses By Topic
86 Courses
Virtual Classes
6 Courses
Zuora Administrator Learning Path
5 Courses
Zuora Revenue Learning Path
Training Sandbox
Not currently available
Series 1: Zuora Billing Basics
10 Courses
Series 2: The Zuora Billing Data Model
2 Courses
Series 3: Product Catalog Setup and Management
8 Courses
Series 4: Users, Roles, and Security Settings
2 Courses
Series 5: Billing, Payment, and Finance Settings
7 Courses