Zuora Finance: Basics of Integration

Zuora Finance: Basics of Integration

Self-Paced: the kinds of integration possible with Zuora and other accounting systems such as your business’s GL (general ledger) and how to export data using summary and detail integration.

About this course

This course covers the kinds of integration possible with Zuora and other accounting systems such as your business’s GL (general ledger) as well as how to export data using summary and detail integration. 

By the end of this course, you’ll be able to:
• Identify the kinds of integration possible with Zuora 
• Describe how to export data using summary and detail integration

Prerequisites: 
• Introduction to Zuora
• Introduction to Accounting
• Introduction to Zuora Finance

The course is broken down as shown:

Module 1
Introduction to Zuora Finance: Basics of Integration
Topic 1: Introduction
Topic 2: Zuora Finance: An Overview
Topic 3: Set Up Segmentation
Topic 4: Create Journal Entries

Module 2
Types of Integrations
Topic 1: Summary Integration
Topic 2: Detail Integration

Module 3
Course Summary
Course Summary
Completed Objectives
Next Steps

Course30 minutes

  • Module 1
  • Introduction to Zuora Finance: Basics of Integration

    Topic 1: Introduction
    Topic 2: Zuora Finance: An Overview
    Topic 3: Set Up Segmentation
    Topic 4: Create Journal Entries

  • Module 2
  • Types of Integrations

    Topic 1: Summary Integration
    Topic 2: Detail Integration

  • Module 3
  • Course Summary

    Course Summary
    Completed Objectives

  • Course Rating
  • Next Steps

About this course

This course covers the kinds of integration possible with Zuora and other accounting systems such as your business’s GL (general ledger) as well as how to export data using summary and detail integration. 

By the end of this course, you’ll be able to:
• Identify the kinds of integration possible with Zuora 
• Describe how to export data using summary and detail integration

Prerequisites: 
• Introduction to Zuora
• Introduction to Accounting
• Introduction to Zuora Finance

The course is broken down as shown:

Module 1
Introduction to Zuora Finance: Basics of Integration
Topic 1: Introduction
Topic 2: Zuora Finance: An Overview
Topic 3: Set Up Segmentation
Topic 4: Create Journal Entries

Module 2
Types of Integrations
Topic 1: Summary Integration
Topic 2: Detail Integration

Module 3
Course Summary
Course Summary
Completed Objectives
Next Steps

Course30 minutes

  • Module 1
  • Introduction to Zuora Finance: Basics of Integration

    Topic 1: Introduction
    Topic 2: Zuora Finance: An Overview
    Topic 3: Set Up Segmentation
    Topic 4: Create Journal Entries

  • Module 2
  • Types of Integrations

    Topic 1: Summary Integration
    Topic 2: Detail Integration

  • Module 3
  • Course Summary

    Course Summary
    Completed Objectives

  • Course Rating
  • Next Steps