FACT SHEET

RevStream ERLM SuiteRevStream Zuora Connector

fs/zuora-1505

As leaders in subscription revenue and billing management, RevStream and Zuora collaborated to build a solution that allows seamless integration of Zuora’s billing solution to RevStream’s revenue management application.

OverviewRevStream provides Zuora customers a complete standalone revenue management platform that automatically transfers Zuora’s Subscription, Rate Plan Charge, and Usage Data into RevStream’s Transaction Hub and Revenue Manager modules for revenue management automation and processing.

BenefitsAutomation• Automatically imports eligible subscription

transactions using a pre-scheduled import process

• Manage post contract changes without manual intervention

no integration required • No need to write queries or format/reformat data

• Key data elements are pre-mapped

secure ssL Connection • Authenticated for secure and private access to

revenue schedules within RevStream

1301 Shoreway Road, Suite 160, Belmont, CA 94002 | 888.REV.0206 | revstreamone.com

RevStream is the leader and market innovator in Enterprise Revenue Lifecycle Management. We provide finance organizations with a single, comprehensive and flexible platform for managing risk, making accurate forecasts, and ensuring compliance when accounting for revenues across a wide range of industries and monetization models.

Only RevStream delivers the solutions and domain expertise companies need to fully automate Revenue Recognition Management.

Want to arrange a demonstration?

visit us at www.revstreamone.com 888.REV.0206

info@revstreamone.com

Automation of subscription transactions for revenue recognition• Data elements are pre-mapped between Zuora

invoices and RevStream transactions

- Customer Information: bill to, customer name, customer number, etc.

- Invoice Information: invoice date, subscription start and end date

- Pricing Details: quantity, unit list, and sell price

- Line Type: purchase, renewal, cancellation, adjustment, etc.

• Each subscription invoice, for initial purchase or subsequent renewal is interfaced to RevStream as a transaction with associated line items that initiate revenue recognition handling

event Based revenue recognition• Zuora usage data are used as events in RevStream

to trigger revenue release

Manage revenue true-Ups and Adjustments in the subscription Lifecycle• Revenue True-Ups and Adjustments Management

in the Subscription Lifecycle

• Partial refunds can be mapped to a specific adjustment reason to ensure correct revenue is recognized

• Full refunds can be mapped to ensure full reversal of any earned revenue

• Subscription upgrades/downgrades are processed as two line items within a single transaction, i.e. the previous subscription is cancelled and a new subscription purchase is created, offering a full historical perspective within a subscription transaction

Key feAtUres

HOw it wOrKsZuora subscription data records are extracted via web services and sent to RevStream’s revenue management solution. This process can be automated to run at the frequency of your choice and at period end, or as an ad-hoc process by users at any time.

Transactions

Events

Subscription Data Source

Rate Plan ChargeData Source

UsageData Source

Subscription Web Service Client

Rate Plan ChargeWeb Service Client

Usage Web Service Client