- Module 1: Bringing in Data from Upstream Systems
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Upstream Systems and Zuora Revenue
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The Data Flow
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DEMO: Verifying Validation Rules
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DEMO: Executing Data Collection: Create an RC Batch
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DEMO: Executing Data Collection: Run Data Collection Job
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Stage Validation Errors During Transaction Upload
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DEMO: Fixing Errors in Transaction Data
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DEMO: Collecting Data
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Module Recap
- Module 2: Uploading Data to Zuora Revenue Using Spreadsheets
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Transaction Data Using Spreadsheets
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Data Collection Process: Transaction Upload Template
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Mapping Labels and Fields in the Template
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DEMO: Creating a Transaction Template
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DEMO: Downloading a Template and Uploading Transaction Data
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Analyzing the Results of a Transaction Upload
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DEMO: Analyzing the Results of a Transaction Upload
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Flags in Transactions
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Module Recap
- Try It On Your Own
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Exercise 1: Error Debugging File Upload
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Exercise 1 Demo
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Exercise 2: Create Transaction Upload Template
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Exercise 2 Demo
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Exercise 3: File Upload (.txt File)
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Exercise 3 Demo
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Exercise 4: File Upload with Review Enabled
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Exercise 4 Demo
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Next Steps
Transaction Upload
This course will familiarize you with the process of uploading data into Zuora Revenue.
Welcome to the Transaction Upload course. This course will familiarize you with the process of uploading data into Zuora Revenue, and the importance of aligning and manipulating data before bringing the data into Zuora Revenue, either from an upstream system or a spreadsheet.
By the end of this course, you’ll be able to:
- Collect data and transport it, either from upstream systems or using a spreadsheet, into Zuora Revenue
- Identify and troubleshoot errors during a transaction upload
- Create transaction upload templates to collect data
Click the Register Now button above to start.