Synchronize Accounts

Overview

In this destination service, DinMo will update attributes in the Customer Accounts table, and, optionally, insert new Accounts.

To do so, you will need to go through these three steps:

• Creating a Zuora destination. Refer to the corresponding section for more info.

• Creating a user segment composed of all the users and their attributes that will be inserted or updated in Zuora.

• Activating the segment to the Zuora destination to start sending data. Refer to the corresponding section for more info.

The destination service supports 2 sync modes:

• Insert only: All new Accounts in the segment will be inserted as a Customer Account in Zuora

• Update only: All attributes values that have changed since the last activation will be updated in the Customer Accounts table in Zuora.

Insert mode will create every account that is present in the DinMo segment/model. Make sure to filter items that have already been imported.

Destination Setup

To start synchronizing Accounts, you are first required to create a Zuora destination with the corresponding destination service.

Learn how to create such a destination in our step-by-step tutorial.

The sync mode will be requested at this stage. If you want to insert new accounts and modify existing ones at the same time, you'll need to create two different service destinations.

Activation Configuration

Once the destination has been setup, and your DinMo segment / model created, you can create an activation to start sending data to Zuora right away.

Fields mapping

In the Fields mapping section, you are asked to specify the field contained in your DinMo segment / model corresponding to the attributes you want to update for each person.

Some fields are specified as mandatory because they will be used to link the segment's records to existing accounts or to create new ones (see below)

• Insert Only

To insert a new account, Zuora requires several attributes. You must map them all to create a new account. These fields may differ depending on your account configuration.

Most of the time, Zuora requires: Account Name, Bill Cycle Day, Currency, Country, "Bill To" Contact information and "Sold To" Contact information.

If you wish, you can map any other fields that exist in DinMo and that you wish to keep up to date in Zuora.

• Update Only

To update accounts in Zuora, it's mandatory to map the Account ID.

You can then map any other attribute existing in Zuora. These attributes will then be updated by DinMo during each activation.

Scheduling

Define how frequently your data is updated in Zuora. With each scheduled update:

• (Insert mode only) DinMo will insert new Accounts, with their custom attributes

• (Update mode only) All attributes values that have changed since the last activation will be updated

Warnings

In this section, specify if you want to receive warning for your Zuora activation.

Consult the specific section to learn more about sync warnings.