Zuora Setup Guide

ChargeDesk connects to Zuora using your Zuora Username and Password.

We recommend that you Create an API User specifically for use with ChargeDesk. This will avoid the account's password expiring periodically.

You will be able to select your environment (Production or Sandbox) as well as the Data Center where your account is located (United States or Europe).

Connect Zuora

Most of the features of our Zuora integration will work out of the box with no additional configuration. However, if you would like to use ChargeDesk to accept payments with Zuora, you'll need to perform a few additional steps.

Create a Hosted Payment Page

1. In Zuora, select Settings > Payments > Setup Hosted Pages.

2. Select a Credit Card as the Type of payment and click create new hosted page.

3. Set ChargeDesk as the Page Name and https://chargedesk.com as the Hosted Domain.

4. Set your Default Payment Gateway and review the Page Configuration settings. You may want to set Country and State to required if they're required by your gateway.

5. Add the follow code to the bottom of the CSS section.

.content {
    padding: 5px 0 0 0 !important;
}
.popup {
    background-color: transparent !important;
}
.whitespace {
    padding: 0 !important;
}
.btn-submit {
    color: #fff;
    padding: 11px 20px 11px 10px;
    border-radius: 5px;
    font-size: 16px;
    line-height: initial;
    width: auto;
    min-width: 178px;
    margin: 0;
    background: #1286AB;
    text-align: center;
}

6. Click the generate and save page button. If you experience an error saving the page, you may need to set Display CAPTCHA Threshold and Disabled Submit Threshold to 0.

7. Return to Settings > Payments > Setup Hosted Pages

8. Click the Show Page Id link next to the new page you created.

9. Copy the Page Id you're given to the Hosted Page Id field on ChargeDesk under Setup > Gateways > Configure (next to Zuora). You'll need to set Accept Payments to Yes to see this field.

Run a Test Payment

Once you have set Zuora to accept payments on ChargeDesk, we recommend creating a test payment before sending a payment requests to a customers. There are a number of settings you may have on your Zuora account which can conflict with ChargeDesk and the settings on your Hosted Page. If you experience an error, please take a screenshot of the problem and send it to contact@chargedesk.com and our team will be happy to help!