RE101 Transaction Upload

Introduction to the uploading of data into Zuora Revenue

rate limit

Code not recognized.

About this course

This course will familiarize you with the process of uploading data into Zuora Revenue.

By the end of this course, you’ll be able to:

  • Describe how data is collected into Zuora Revenue
  • Describe how a transaction upload templates can be used to collect data

Curriculum40 minutes

  • Module 1: Bringing in Data from Upstream Systems
  • Upstream Systems and Zuora Revenue
  • Bringing in Transaction Data to Zuora Revenue
  • DEMO: Executing Data Collection: Create an RC Batch
  • DEMO: Executing Data Collection: Run Data Collection Job
  • Module 2: Uploading Data to Zuora Revenue Using Spreadsheets
  • Data Collection Process: Transaction Upload Template
  • DEMO: Creating a Transaction Template
  • DEMO: Downloading a Template and Uploading Transaction Data
  • DEMO: Analyzing the Results of a Transaction Upload
  • Next Steps

About this course

This course will familiarize you with the process of uploading data into Zuora Revenue.

By the end of this course, you’ll be able to:

  • Describe how data is collected into Zuora Revenue
  • Describe how a transaction upload templates can be used to collect data

Curriculum40 minutes

  • Module 1: Bringing in Data from Upstream Systems
  • Upstream Systems and Zuora Revenue
  • Bringing in Transaction Data to Zuora Revenue
  • DEMO: Executing Data Collection: Create an RC Batch
  • DEMO: Executing Data Collection: Run Data Collection Job
  • Module 2: Uploading Data to Zuora Revenue Using Spreadsheets
  • Data Collection Process: Transaction Upload Template
  • DEMO: Creating a Transaction Template
  • DEMO: Downloading a Template and Uploading Transaction Data
  • DEMO: Analyzing the Results of a Transaction Upload
  • Next Steps