How Limio events updates Zuora

Orders taken through the Limio Shop and Limio Self-Service integrates off-the-shelf with Zuora. What this means in practice is that when customers place a New Order, a Switch Order, a Cancel Order, a Cancel/Save Order, or a Payment Added, we create an Event in Limio. This event has a Process Event which updates the Zuora data model.

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Zuora API, objects and fields

The process event call outs to the Zuora REST API and will create the following objects:

Customer journey	Limio event	Zuora
New Order	Order Submitted	Order > Create Subscription
Switch (Upgrade/downgrade)	Order Change Offer	Order > Update Terms and Conditions + Order > Remove Product + Order > Add Product Contract Effective date is configured on the Limio Offer.
Cancel Save	Order Add Offer	Order > Add Product (Discount Offer) Contract Effective date is end of term by default.
Cancellation	Order Cancel Subscription	Order > Cancel Subscription + Create Credit Memo (automatically created by Zuora - see here)
Renewal	Order Renew	Order > Renew Subscription
Refund	Order Refund	Create Credit Memo + (when possible) Payments > Electronic Non-Referenced Refunds
Update address	Order Change Address	Customer Account > Add Contact on Zuora Account and set it as Sold To (delivery address) or Bill To (billing address)
Update payment method	Order Change Payment	Customer Account > Add Payment Method Customer Account > Add Contact and set as Bill To
Update customer details (Name, Email)	Order Update Customer Details	Name: Customer Account > Update BillTo / SoldTo Name Email: Customer Account > Update BillTo / SoldTo Personal Email

Each event will have its own payload, available via webhooks. Limio will automatically populate the Zuora Order standard fields, as defined here. Zuora will then update the Customer, Subscription, Payments etc… as defined in their documentation.

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Changes to the integration pattern with certain features:

• If you are using the Advanced Payment Manager (APM) in Zuora and APM has been activated in Limio: Limio will automatically populate the custom field PaymentMethodId__c and PaymentGateway__c on the relevant Zuora Subscription whenever a new payment method is created (for example for New Order, Switch, Change Payment). Learn more on How to set up Zuora Payment Gateways in Limio
• If you have Settings > Zuora > processingOptions: Collect payment on order (if payment method specified) activated: Limio will set the processing option > collectPayment to true, which will create a Payment against the request. This applies to New Order, Switch, and Renew.

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Example of a new purchase payload:

{
"source":"salesforce",
"__spec_version":"2",
"process_immediately":false,
"mode":"production",
"external_id":"2V44IEVMFOT",
"tracking":{
"accountId":"0015400000k3Y70AAE",
"contactId":"0035400000kbH8CAAU",
"caseId":"50054000008c7rA",
"userId":"005000000000000000",
"offers":[
"/offers/The test Bundles - UK-UK/Quarterly"
],
"campaign":"/offers/The test Bundles - UK-UK",
"purchaseCountryCode":"GB"
},
"orderItems":[
{
"name":"Quarterly",
"price":{
"currency":"GBP",
"amount":25,
"summary":{
"headline":"<p>12 weeks for <s>£55.00</s> £25.00</p>",
"subline":"<p>Auto-renewing at £55.00 quarterly.</p>"
}
},
"offer":{
"path":"/offers/The test Bundles - UK-UK/Quarterly",
"data":{
"associations":{
"exchange":[
"/offers/The test Full Price - UK-UK"
]
},
"price__limio":[

],
"attachments":[
{
"path":"/assets/Images/test Digital Print",
"name":"test Digital Print",
"type":"image/png",
"url":"/public/0b794df4-bd9b-49f4-94f0-51cf936beb14/201103 FCX Digital offer lock up.png"
}
],
"created":"2020-09-11T15:12:50+00:00",
"type":"item",
"duplicatedFrom":"/offers/The test Bundle - UK-UK/Quarterly",
"record_type":"offer",
"tags":[
"/tags/uk-uk/bundle"
],
"products":[
{
"baseTemplate":"/config/templates/products/ProductBase",
"path":"/products/test/Digital Premium",
"created":"2020-11-09T15:55:28+00:00",
"name":"Digital Premium",
"modified":"2021-02-02T16:10:39+00:00",
"attributes":{
"block_multiple__limio":true,
"product_code__limio":"TE.DIGITAL"
},
"type":"item",
"record_type":"product"
}
],
"segments":[

],
"baseTemplate":"/config/templates/offers/OfferBase",
"path":"/offers/The test Digital - UK-UK/Quarterly",
"priceReference":"/offers/The test Digital - UK-UK/Quarterly",
"price":[

],
"name":"The test Bundles - UK-UK",
"modified":"2020-11-21T14:30:00+00:00",
"attributes":{
"price__limio":[
{
"delay_interval_type":"weeks",
"subscription_start_day":"",
"label":"Charge 1",
"trigger":"subscription_start",
"repeat_count":1,
"type":"recurring",
"name":"charge_1",
"repeat_interval":12,
"attributes":[

],
"repeat_interval_type":"weeks",
"value":"25",
"currencyCode":"GBP"
}
],
"OfferCurrencyCountry":[
"United Kingdom"
],
"valid_date_range__limio":{
"from":"2020-09-13T16:30:55.297Z",
"to":"2020-10-01T16:30:59.747Z"
},
"term__limio":{
"length":12,
"type":"weeks"
},
"display_price__limio":"<p>12 weeks for <s>£55.00</s> £25.00</p>",
"cta_text__limio":"Subscribe",
"primary_color__limio":"#f47373",
"sales_channel__limio":[
"Online",
"Salesforce"
],
"rate_plan__zuora":"UK-UK A Quarterly",
"trial__limio":true,
"display_name__limio":"Quarterly",
"group__limio":"digital",
"meta_title__limio":"Subscribe",
"best_value__limio":true,
"tertiary_color__limio":"#020109",
"checkout__limio":{
"checkout_type":"external",
"external_url":"https://fcxdev.test.com/s/authentication?starturl={{origin}}%2Fcheckout"
},
"student__limio":false,
"display_description__limio":"",
"autoRenew__limio":true,
"description__limio":"",
"allowed_countries__limio":[
"AT",
"BE",
"BG",
"HR",
"CY",
"CZ",
"DK",
"EE",
"FI",
"FR",
"DE",
"GI",
"GR",
"HU",
"IS",
"IE",
"IT",
"LV",
"LI",
"LT",
"LU",
"MT",
"NL",
"NO",
"PL",
"PT",
"RO",
"SK",
"SI",
"ES",
"SE",
"GB"
],
"Currency Country":[
"United Kingdom"
],
"sales_channel":[
"Online",
"Salesforce"
],
"cta__limio":"Subscribe",
"secondary_color__limio":"#0e4f1b",
"payment_types__limio":[
"zuora_paypal",
"zuora_card"
],
"offer_features__limio":"<p>test app and test.com</p><p>Digital newsletters</p><p>Audio version &amp; podcasts</p><p>The archive</p><p>Cancel anytime</p>",
"detailed_display_price__limio":"<p>Auto-renewing at £55.00 quarterly.</p>",
"push_to_checkout__limio":true,
"offer_type__limio":"trial"
},
"parent_path":"/offers/The test Digital - UK-UK",
"status":"draft"
},
"name":"Quarterly",
"parent_path":"/offers/The test Bundles - UK-UK",
"id":"c4d81f46a9189f1b536f12faefbde3085e29b633.97d170e1550eee4afc0af065b78cda302a97674c",
"type":"item",
"tracking":{
"searchCountryCode":"GB"
}
},
"products":[
{
"baseTemplate":"/config/templates/products/ProductBase",
"path":"/products/test/Digital Premium",
"created":"2020-11-09T15:55:28+00:00",
"name":"Digital Premium",
"modified":"2021-02-02T16:10:39+00:00",
"attributes":{
"block_multiple__limio":true,
"product_code__limio":"TE.DIGITAL"
},
"type":"item",
"record_type":"product"
}
],
"quantity":1,
"startDate":"2021-11-02"
}
],
"total":{
"currency":"GBP",
"amount":25
},
"customerDetails":{
"firstName":"Giacomo",
"lastName":"Dorandini",
"email":"[e-mail]"
},
"payment":{
"type":"zuora",
"zuora":{
"redirectUrl":"https://java-saas-5239-dev-ed.lightning.force.com/callback",
"signature":"Hunu7aDVZ4d7iCUVL1Adh9kUuLAcACs1kqfAAK/3ZI7MFJm+/T+n8pB2Wbvh5vgp1vjh3yMj50yj7XZ6qO8iuXfaNaEpkoqPAilFQYJeddTdAlXcLxZStP1XHmd2XTSWJpEKVUeu9/syUrT7XbVhK8LP5Jn/hcRjl+Ya6WyR2blmSNq/v6P9n4d5gQG8l1a2aZ1aCH39Rj16XWazuixqgBcVyszMTiZeaCjc7LsH40Hnx/Mi/SYoXbeKg2OC9uaQhLoIfC/BVIoYqBAGn+6xmhEeMKfchyHxfQUskPcQBub6GVnVMSVeEKB83ZO52ow8VKm0j+rzAtIpJfz/7J03Og==",
"success":"true",
"responseFrom":"Response_From_Submit_Page",
"refId":"8adca41e7c7cf49c017c84948c906d5e",
"token":"FjfRWTjVu0uTtQi8U0V6sXMs10J1hKUN"
}
},
"country":"GB",
"sourceDetails":{

}
}

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