Sync between Limio Catalog and Zuora Catalog

The Limio Catalog integration with Zuora simplifies the setup to sell subscriptions via the Limio Commerce platform. The Catalog Sync feature in Limio Subscription makes the setup easy and continuously updated.

There are two syncs available:

• New customers on release after 94 should use the new sync. 
• Customers on previous release or currently using the older sync can carry on using this feature. If you wish to migrate to the newer sync, please contact Limio to discuss your options.

New Sync for Limio Add Ons, Offers and Products from Zuora Product Catalog

⚠️ Please note this feature is only available to customers on Release 94 and above

As a ecommerce manager, you may want to integrate the Limio Product Catalog with Zuora Catalog, ensuring that every Product and Rate Plan in Zuora has a corresponding Limio Product and Offer or Add On.

Furthermore, you may want to make sure each Zuora object is updated with a corresponding Limio Product or Offer Path in a custom field, so that the object can remain in sync throughout their lifetime in both systems.

Step 1: Configure Zuora custom fields

Go to Billing > Manage Custom Fields, then:

• On Product object, create a custom field:
  • Name: “Limio Path”
  • API Name: LimioPath__c  
  • Field Type: “Text”
  • Max Length: 255
• On Product Rate Plan object, create a custom field:
  • Name: “Limio Path”
  • API Name: LimioPath__c  
  • Field Type: “Text”
  • Max Length: 255
• (Optional) If you would like your Product Rate Plan to be synced into Limio Catalog as an Add On rather than Offer, on the Product Rate Plan, create a custom field:
  • Name: “Limio Type”
  • API Name: LimioType__c  
  • Field Type: “Text”
  • Max Length: 255
  • On the relevant Product Rate Plan, set the value to "add_on". If this field is not set up, an Offer will be created by default.

If required, you can learn more about Zuora Custom Field here.

Step 2: Activation in Limio

To enable catalog synchronisation, enable the settings to allow the user to sync Limio Offers, Products and Add Ons when syncing the Zuora Catalog into Limio:

Step 3: Run the sync

You'll find the Catalog Sync feature in the "Operations" section of the Limio Commerce application.

Go to the Operations section of the Limio Commerce application and sync (or resync) your Catalog:

This will:

1. Lookup the list of new Products currently stored in Zuora, save them for use in Limio Products, create a Limio Product for each Zuora Product.
2. Lookup the the list of new Rate Plans for each Product, save them for use in Limio Offers, and create a Limio Offer or Add-On for each Zuora Rate Plan
3. Update any already existing Products and Rate Plans to the corresponding Limio Products and Limio Offers or Add Ons.

During the sync, each Zuora Product and Rate Plan will be updated with a Limio Path in a new LimioPath__c Custom Field in Zuora if this field has been set up.

This will allow your Limio and Zuora Catalogs to stay in sync after the initial sync.

Synced Limio Products and Offers will then have a marker that they were synced and a date visible in the Limio UI.

This will:

1. Lookup the list of new Products currently stored in Zuora and save them for use in Limio Products.

2. Lookup the the list of new Rate Plans for each Product and save them for use in Limio Offers.

3. Update any already existing Products and Rate Plans.

4. Lookup and custom fields defined in Zuora so they can be populated by Limio orders.

The Products and Rate Plans can then be accessed via the "Product SKU" and "Rate Plan" attributes on Products and Offers respectively:

Known issue:

• Known Issue: Limio Catalog Sync and editing Product or Rate Plan names in Zuora