Zuora Setup

Learn how to connect Zuora and BlueSnap to build a unified solution for subscriptions and payment processing

BlueSnap’s integration with Zuora enables you to leverage Zuora’s subscription management platform while taking advantage of BlueSnap’s robust global payment gateway.

Supported features

Account Updater*
Auth/Capture and Separate Auth and Capture
Built-in Fraud Prevention and Risk Management
Chargeback Management
Level 2/3 Data compliant
Multiple Currencies and Multiple Languages
Partner Sandbox Testing
Payment Analytics and Reporting
Payment Methods: ACH/ECP, Credit/Debit Cards,
   LatAm Local, and SEPA [Coming Soon: Apple Pay]
Payment Optimization
Vaulted Shoppers

*For the BlueSnap-Zuora integration, the BlueSnap Account Updater supports VISA and Mastercard. Zuora uses their own proprietary account updater for Amex.

Requirements

Zuora and BlueSnap accounts

You must have accounts at both Zuora and BlueSnap to proceed.

 If you need a Zuora account, go to the Zuora site to sign up.
 If you need a BlueSnap account, go to the BlueSnap site to get started.

Supported currencies

BlueSnap supports the currencies listed here. We recommend configuring your store to only accept currencies supported by BlueSnap.

Supported countries

BlueSnap supports the countries listed here. If a shopper is located in one of these supported countries, they will be able to purchase with the BlueSnap payment module.

PCI compliance

Your PCI requirements will be determined during a discussion with your BlueSnap Implementation Specialist.

Step 1: Configure your BlueSnap account settings

Complete these steps in your BlueSnap Console for production or sandbox.

  1. Get your BlueSnap API credentials and define the authorized IP addresses below. Both of these actions are performed on the same page; for instructions click here.
  • Zuora sandbox IP: 64.79.155.193
  • Zuora production IP: 64.79.155.192
  1. Set up your statement descriptor. The statement descriptor is the description that appears on the shopper's credit card statement or bank statement for each transaction and helps the shopper identify the transaction.
  • Go to Settings > General Settings.
  • In the Branding Settings section, enter a Default Statement (Soft) Descriptor and Support Phone Number (both appear on the shopper's statement).
  • Click Submit.
  1. To get paid, you need to configure your payout settings. Refer to Payout for more information.

Step 2: Set up the BlueSnap gateway in Zuora

In your Zuora tenant (the tenant is your Zuora account), you will need to configure the BlueSnap gateway and set it as the default. If you have any questions, see Zuora's documentation.

  1. Log in to the Zuora test or production environment:
  1. In the top menu, navigate to Settings > Z-Payments Settings > Setup Payment Gateway.

  2. If you have not yet created the BlueSnap gateway, follow these steps (otherwise, skip to step 4):
    a. Select the BlueSnap gateway type and then click create gateway.

b. In the Basic Information section, define the gateway name and select the Use Gateway Test Environment option if you would like to use the Zuora test environment with the BlueSnap sandbox.

c. In the Credentials section, enter the API username and password you generated for BlueSnap. Make sure you enter the correct credentials either for the sandbox or production.

d. In the Rules section, select the card types you want to support and configure any other relevant settings.

e. Click save gateway information. The BlueSnap gateway is created and appears in the list.

  1. In the list of payment gateways, make sure the BlueSnap gateway is active and set as the default. Click the options in the Actions column to change this, if needed.

Step 3: Test the integration

Once you complete setup, you can test the integration by initiating a transaction from Zuora and then verifying that the transaction appears in BlueSnap.

  1. In Zuora, initiate a transaction by following their How to Get Started instructions:

  2. In Zuora, go to Billing Operations > Invoice. On the relevant invoice, locate the Transaction Number. You will use this number to locate the transaction in your BlueSnap Merchant Console next.

  1. Optionally, to view payment details and to verify that the transaction was successfully processed on the BlueSnap side, click the Transaction Number. On the payment page, under the Basic Information section, you'll see a Reference ID. If you do not find a Reference ID or an error message appears, this indicates that the transaction was not processed properly on the BlueSnap side. For details about errors and possible solutions, please see BlueSnap’s error reference.

  2. In your BlueSnap Merchant Console, log in to your sandbox or production account and then go to Transactions > Find a Transaction. From the ID Type dropdown, select Merchant Transaction ID and then enter the Transaction Number that you found in Zuora. Click Locate to look it up.

If the transaction is found, the integration is set up and ready to go! If the transaction is not found, please reach out to BlueSnap Support at [email protected].

Best practices & tips

Migrating subscription data to Zuora

If you would like Zuora to maintain your subscriptions in their system, you can migrate subscriptions from BlueSnap to Zuora using Zuora’s out-of-the-box tools. For guidelines, please see Zuora's documentation.

Reporting

You have access to both BlueSnap's and Zuora's reporting capabilities, enabling you to gain a comprehensive understanding of your eCommerce data . For example, in BlueSnap, you can view detailed payout reports, and in Zuora, you can customize a Detail report according to a specific Zuora Data Source.

To learn more about BlueSnap's reporting capabilities, see BlueSnap Reporting. To learn more about Zuora's reporting capabilities, see Zuora's documentation.

Payout reconciliation

To reconcile BlueSnap payouts with Zuora transactions, check out BlueSnap's Payout Detail report. Use the Merchant Transaction ID parameter (whose value is the Transaction Number in Zuora) to cross-reference.

Updated 5 months ago

Zuora Setup


Learn how to connect Zuora and BlueSnap to build a unified solution for subscriptions and payment processing

Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.