Synchronize Subscriptions

Overview

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

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 subscriptions information 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 Subscription in the segment will be inserted as a Subscription in Zuora

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

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

Destination Setup

To start synchronizing Subscription, 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 subscriptions 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 subscription.

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

• Insert Only

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

Most of the time, Zuora requires: Account Key, Contrat Effective Date, Renewal Term, Term Type, Rate Plan 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 subscriptions in Zuora, it's mandatory to map the Subscription 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 Subscriptions, 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.