Account

An account is a customer account that collects all of the critical information about the customer, such as contact information, payment terms, and payment methods.

Columns


Name	Type	Description
taxexempteffectivedate	Date	Date when the customer's tax exemption starts.
invoicetemplateid	String	The ID of the invoice template. Each customer account can use a specific invoice template for invoice generation.
totaldebitmemobalance	Decimal	The total debit memo balance.
updateddate	Datetime	Date when the account was last updated.
name	String	Name of the account as displayed in the Zuora UI.
createdbyid	String	ID of the Zuora user who created the Account object.
taxexemptissuingjurisdiction	String	Indicates the jurisdiction in which the customer's tax exemption certificate was issued.
currency	String	Currency that the customer is billed in.
taxexemptcertificateid	String	ID of your customer's tax exemption certificate.
crmid	String	CRM account ID for the account. Used in Salesforce integration.
defaultpaymentmethodid	String	ID of the default payment method for the account. This field is required if the AutoPay field is set to true.
status	String	Status of the account in the system.
creditmemotemplateid	String	The credit memo template id.
debitmemotemplateid	String	The debit memo template id.
communicationprofileid	String	Associates the account with a specified communication profile.
invoicedeliveryprefsemail	Bool	Indicates if the customer wants to receive invoices through email.
bcdsettingoption	String	Billing cycle day setting option.
createddate	Datetime	Date when the Account object was created.
unappliedcreditmemoamount	Decimal	The unapplied credit memo amount.
taxcompanycode	String	Unique code that identifies a company account in Avalara. Use this field to calculate taxes based on origin and sold-to addresses in Avalara.
id	String	ID of object. Upon creation of this object, this field becomes AccountId.
balance	Decimal	Current outstanding balance for the account.
soldtoid	String	ID of the person who bought the subscription associated with the account.
unappliedbalance	Decimal	The unapplied balance.
invoicedeliveryprefsprint	Bool	Indicates if the customer wants to receive printed invoices, such as through postal mail.
sequencesetid	String	The ID of the billing document sequence set to assign to the customer account.
additionalemailaddresses	String	List of additional email addresses to receive emailed invoices.
mrr	Decimal
taxexemptexpirationdate	Date	Date when the customer's tax exemption certificate expires.
incollections_c	String	You can use this fields as custom field in your customization.
totalinvoicebalance	Decimal	Total balance of the account's invoices.
taxexemptentityusecode	String	You can use this fields as custom field in your customization.
batch	String	Organizes your customer accounts into groups to optimize your billing and payment operations.
paymentgateway	String	Gateway used for processing electronic payments and refunds.
billcycleday	String	Billing cycle day (BCD) on which bill runs generate invoices for the account.
billtoid	String	ID of the person to bill for the account
notes	String	Comments about the account.
vatid	String	EU Value Added Tax ID.
parentid	String	Identifier of the parent customer account for this Account object. Use this field if you have customer hierarchy enabled.
purchaseordernumber	String	The number of the purchase order associated with this account. Purchase order information generally comes from customers.
updatedbyid	String	ID of the user who last updated the account.
creditbalance	Decimal	Total credit balance for the account.
autopay	Bool	Indicates if future payments are automatically collected when they're due during a Payment Run
customerservicerepname	String	Name of the account's customer service representative, if applicable.
paymentterm	String	Indicates when the customer pays for subscriptions.
entity_c	String
lastinvoicedate	Date	The date when the previous invoice was generated for the account. The field value is null if no invoice has ever been generated for the account.
accountnumber	String	Unique account number assigned to the account.
taxexemptstatus	String	Status of the account's tax exemption.
taxexemptcertificatetype	String	Type of the tax exemption certificate that your customer holds.
salesrepname	String	The name of the sales representative associated with this account, if applicable.
taxexemptdescription	String	Description of the tax exemption certificate that your customer holds.
allowinvoiceedit	Bool	Indicates if associated invoices can be edited.

Tableau Connector for Zuora

Account

Columns