![]() Stored as the Bill To/Sold To Contact Phone Number Stored as the Bill To/Sold To Contact Country (format: country code) Stored as the Bill To/Sold To Contact Zip Code Stored as the Bill To/Sold To Contact State (format: state code) Stored as the Bill To/Sold To Contact City Stored as the Bill To/Sold To Contact Street Address Stored as the Bill To/Sold To Contact Last Name and the Credit Card Holder Last Name Stored as the Bill To/Sold To Contact First Name and the Credit Card Holder First Name Subscription Contract Effective Date (format: mm/dd/yyyy) Subscription Term Start Date (format: mm/dd/yyyy) For 01/2014, use 114īilling Frequency of Subscription Rate Plan Charge ![]() Payment method credit card expiration date (format: mmyy). Zuora customer account status, set this to "Active." PayPal account name, must be a mailbox Recurring Profile ID If you have enabled a PayPal recurring payments profile for this customer, you may need to deactivate the recurring payments profile (see below for more information) before processing a payment in Zuora to avoid charging your customer duplicate payments.Once step 3 is complete, you can process recurring payments using the stored CC Reference Transaction payment method in Zuora.Zuora has an internal migration tool that creates the customer account, payment methods, and subcriptions from a prepared csv file. Work with Zuora Professional Services to migrate these IDs into Zuora as payment methods.Prepare a migration file with the required information (see below).Extract the transaction/authorization IDs from.Here's how it works (assuming you have met the prequisites above and have reference transactions enabled in your PayPal account): Migrating your CC reference transaction IDs into Zuora allows your company to continue processing payments for your existing credit card customers without having to migrate over their actual credit card information. If you are not able to obtain the full credit card information (such as credit card number, expiration date) in order to import the data into Zuora, you can instead export the previous transaction IDs from PayPal to create a CC Reference Transaction payment method in Zuora. If you have existing customers with credit card information stored in PayPal, you can migrate their payment method information over to Zuora so that Zuora can process future recurring payments for such customer(s). Migrating PayPal CC Reference Transactions to Zuora Merchants using Zuora to store all credit card data do not necessarily need tokenization since Zuora manages all the PCI Compliance required of merchants handling sensitive credit card information within our application. The use of reference transactions or tokenization reduces the PCI scope for merchants who are concerned about storing credit card data. ![]() PayPal has two types of reference transactions: credit card reference transactions and billing agreement IDs (BAIDs). Some payment gateways refer to the use of a prior authorized transaction to process another transaction as payment tokenization, but PayPal refers to this as a reference transaction. The transaction ID is a token that replaces sensitive payment method information (for example, a credit card or a bank account number) so the transaction ID/token is stored in Zuora as the payment method in place of sensitive card data or bank account information. Reference transaction are payment transactions that utilize a transaction ID from a previously authorized transaction to process a subsequent payment. Reference Transactions and Payment Tokenization
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