Subscribed 2017: Comprehensive Overview On Fresh, New Zuora APIs
Comprehensive Overview
on Fresh New Zuora APIs
Nishith Agarwal
Technical Architect, Zuora
presentation
agenda
page
03
Demo
10:30
POSTman to send
calls to Zuora
API Intro
10:15
Introduce our new
REST API calls,
documentation and
endpoints
User Stories
10:40
Common use
cases for web
integration
presentation
agenda
page
04
Payment Pages
2.0
10:50
Securely capture credit card
information from a website
Questions
Q&A
10:55
Johnny Cash
Front-end Developer
“Who uses SOAP
anymore? Why does Zuora
not provide full coverage
with REST!”
We are 100% REST
now!
page
07
create - create new objects in Zuora
Ex. Create a new Contact for an Account
update - change values of existing objects in
ZuoraEx. Update address on a Contact in Zuora
query - query Zuora for existing info
Ex. Get a list of Accounts and related fields
delete - remove existing objects from Zuora
Ex. Delete an invalid credit card from the Account
Enhanced Actions
page
08
Create account, contacts and
subscription in a single
“atomic” operation.
It can optionally generate
invoice and process payment
immediately
Subscribe
Make changes to an existing
subscription.
We support add product,
remove product, update
product, suspend, resume,
renew and cancel
amendments
Amend
Zuora Orders (Limited)
page
09
You can use the Order feature to manage more complex deals. In a single Order, you can make
multiple changes (amendments) to one or more subscriptions. Orders provide the Order Metrics
that show the impact of the Order Actions on the included charges.
● Simplified process of booking complex deals in Zuora
● Use multiple Order Actions to describe multi-part deal structures in a single Order, making it easier to
manage and report on sophisticated deals like contracted ramp.
● Enhanced booking metrics
● Order metrics, such as the change in Total Contracted Billing (TCB), change in discounted Monthly
Recurring Revenue (MRR), and change in quantity are available for each charge.
● Billing tied to the whole Order
● Track downstream billing by Order so that you can readily determine the billed and unbilled amounts for
easier accounting.
List of Store front calls
page
010
Call Description
POST /connections Connect to REST API endpoint
GET /v1/catalog/products Get a tenant's entire product catalog, including rate plan and charge information
GET /v1/accounts/{account-key} Get basic details for a customer account
GET /v1/accounts/{account-key}/summary Get more comprehensive details (including subscription information) for a customer account
POST /v1/accounts Create a new customer account (including an initial subscription, if desired)
PUT /v1/accounts/{account-key} Update attributes of a customer account
GET /v1/payment-methods/credit-cards/accounts/{account-key} Get all of the credit cards for a customer account
POST/v1/payment-methods/credit-cards Create a new credit card for a customer account
PUT /v1/payment-methods/credit-cards/{payment-method-id} Update credit card information for a customer account
DELETE /v1/payment-methods/{payment-method-id} Delete a payment method for a customer account
Call Description
GET /v1/subscriptions/{subscription-key} Get the details for an existing subscription
GET /v1/subscriptions/accounts/{account-key} Get all subscription details for a given customer account
POST /v1/subscriptions Create a new subscription for an existing account
POST /v1/subscriptions/preview Create a new subscription in preview mode
PUT /v1/subscriptions/{subscription-key} Execute one or more amendments (10 max) on an existing subscription (property change, T&C, add, update, remove)
PUT /v1/subscriptions/{subscription-key}/renew Renew an existing subscription
PUT /v1/subscriptions/{subscription-key}/cancel Cancel an existing subscription
Developer Site
page
011
https://www.zuora.com/developer/
http://community.zuora.com/t5/API/bd-p/API
New Customers
Acquire a brand new
customer and capture
payment method
New Customers Flow
page
013
confirm order
Display HPM 2.0
iFrame to securely.
capture payment
method information.
Use subscribe
request to create the
Zuora account and
subscription
Gather account and
contact details from the
user to create a website
login.
No calls are made to
Zuora at this time.
add account details
Get Catalog request
returns a list of
available products
from the Zuora
Product Catalog
view
products
Login and view existing
account and subscription
details from Zuora
View Existing Customers
View Existing Customers Flow
page
015
view invoices
Get Invoices request
returns past invoices
including links to the
invoice PDFs
Get Subscription by
key request returns
the subscription, rate
plan and charge
details from Zuora
view subscription
Get Account Details request
returns account, contact and
subscription details from
Zuora
view account
details
Watch the
Demo!Let’s walk you
through some API
calls..
Payment Pages 2.0
Securely capture payment method information from your users. It’s PCI-
compliant!
Payment Pages 2.0 - Key Features
page
018
Payment Pages -
Integration Steps
page
019
Configure Payment Pages 2.0
Setup the Payment Pages 2.0 iFrames by logging into the Zuora
UI > Payment Settings > Payment Pages. You can configure
pages for credit card, ACH, SEPA and UKDD payment methods.
Generate Digital Signature
Use the REST API call from your server to generate a digital
signature. The call takes the Zuora Tenant ID and Payment Page
ID in the request and return a token and signature.
Setup Javascript render and
callbackUse javascript to include render and callback methods. You can
pass additional parameters in the render method to pre-populate
name and address information in the iFrame.
Q&A
page
020
thank you.

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Subscribed 2017: Comprehensive Overview On Fresh, New Zuora APIs

  • 2. Comprehensive Overview on Fresh New Zuora APIs Nishith Agarwal Technical Architect, Zuora
  • 3. presentation agenda page 03 Demo 10:30 POSTman to send calls to Zuora API Intro 10:15 Introduce our new REST API calls, documentation and endpoints User Stories 10:40 Common use cases for web integration
  • 4. presentation agenda page 04 Payment Pages 2.0 10:50 Securely capture credit card information from a website Questions Q&A 10:55
  • 5. Johnny Cash Front-end Developer “Who uses SOAP anymore? Why does Zuora not provide full coverage with REST!”
  • 6. We are 100% REST now!
  • 7. page 07 create - create new objects in Zuora Ex. Create a new Contact for an Account update - change values of existing objects in ZuoraEx. Update address on a Contact in Zuora query - query Zuora for existing info Ex. Get a list of Accounts and related fields delete - remove existing objects from Zuora Ex. Delete an invalid credit card from the Account
  • 8. Enhanced Actions page 08 Create account, contacts and subscription in a single “atomic” operation. It can optionally generate invoice and process payment immediately Subscribe Make changes to an existing subscription. We support add product, remove product, update product, suspend, resume, renew and cancel amendments Amend
  • 9. Zuora Orders (Limited) page 09 You can use the Order feature to manage more complex deals. In a single Order, you can make multiple changes (amendments) to one or more subscriptions. Orders provide the Order Metrics that show the impact of the Order Actions on the included charges. ● Simplified process of booking complex deals in Zuora ● Use multiple Order Actions to describe multi-part deal structures in a single Order, making it easier to manage and report on sophisticated deals like contracted ramp. ● Enhanced booking metrics ● Order metrics, such as the change in Total Contracted Billing (TCB), change in discounted Monthly Recurring Revenue (MRR), and change in quantity are available for each charge. ● Billing tied to the whole Order ● Track downstream billing by Order so that you can readily determine the billed and unbilled amounts for easier accounting.
  • 10. List of Store front calls page 010 Call Description POST /connections Connect to REST API endpoint GET /v1/catalog/products Get a tenant's entire product catalog, including rate plan and charge information GET /v1/accounts/{account-key} Get basic details for a customer account GET /v1/accounts/{account-key}/summary Get more comprehensive details (including subscription information) for a customer account POST /v1/accounts Create a new customer account (including an initial subscription, if desired) PUT /v1/accounts/{account-key} Update attributes of a customer account GET /v1/payment-methods/credit-cards/accounts/{account-key} Get all of the credit cards for a customer account POST/v1/payment-methods/credit-cards Create a new credit card for a customer account PUT /v1/payment-methods/credit-cards/{payment-method-id} Update credit card information for a customer account DELETE /v1/payment-methods/{payment-method-id} Delete a payment method for a customer account Call Description GET /v1/subscriptions/{subscription-key} Get the details for an existing subscription GET /v1/subscriptions/accounts/{account-key} Get all subscription details for a given customer account POST /v1/subscriptions Create a new subscription for an existing account POST /v1/subscriptions/preview Create a new subscription in preview mode PUT /v1/subscriptions/{subscription-key} Execute one or more amendments (10 max) on an existing subscription (property change, T&C, add, update, remove) PUT /v1/subscriptions/{subscription-key}/renew Renew an existing subscription PUT /v1/subscriptions/{subscription-key}/cancel Cancel an existing subscription
  • 12. New Customers Acquire a brand new customer and capture payment method
  • 13. New Customers Flow page 013 confirm order Display HPM 2.0 iFrame to securely. capture payment method information. Use subscribe request to create the Zuora account and subscription Gather account and contact details from the user to create a website login. No calls are made to Zuora at this time. add account details Get Catalog request returns a list of available products from the Zuora Product Catalog view products
  • 14. Login and view existing account and subscription details from Zuora View Existing Customers
  • 15. View Existing Customers Flow page 015 view invoices Get Invoices request returns past invoices including links to the invoice PDFs Get Subscription by key request returns the subscription, rate plan and charge details from Zuora view subscription Get Account Details request returns account, contact and subscription details from Zuora view account details
  • 16. Watch the Demo!Let’s walk you through some API calls..
  • 17. Payment Pages 2.0 Securely capture payment method information from your users. It’s PCI- compliant!
  • 18. Payment Pages 2.0 - Key Features page 018
  • 19. Payment Pages - Integration Steps page 019 Configure Payment Pages 2.0 Setup the Payment Pages 2.0 iFrames by logging into the Zuora UI > Payment Settings > Payment Pages. You can configure pages for credit card, ACH, SEPA and UKDD payment methods. Generate Digital Signature Use the REST API call from your server to generate a digital signature. The call takes the Zuora Tenant ID and Payment Page ID in the request and return a token and signature. Setup Javascript render and callbackUse javascript to include render and callback methods. You can pass additional parameters in the render method to pre-populate name and address information in the iFrame.