# Sync Between Limio and Zuora Catalogs

The Limio Catalog integration with Zuora simplifies the setup to sell subscriptions via the Limio Commerce platform. Limio offers the following syncs:

* [\[Recommended\] Limio Catalog Sync with Zuora Product Catalog](https://docs.limio.com/integrations/keeping-zuora-and-limio-in-sync/sync-between-limio-catalog-and-zuora-catalog#recommended-limio-catalog-sync-with-zuora-product-catalog)
* [\[Beta\] Updated Sync for Limio Add Ons, Offers and Products from Zuora Product Catalog](https://docs.limio.com/integrations/keeping-zuora-and-limio-in-sync/sync-between-limio-catalog-and-zuora-catalog#beta-updated-sync-for-limio-add-ons-offers-and-products-from-zuora-product-catalog)

## Pre-requisite

* Before using this sync, you should have connected Limio to Zuora. Learn more on how to connect [**here**](https://docs.limio.com/integrations/zuora-integration/getting-started/connecting-limio-to-zuora-for-commerce).
* Ensure that you have the view and edit "Product Catalog" permission in Users > Permissions.

## \[Recommended] Limio Catalog Sync with Zuora Product Catalog

The Limio Catalog Sync is the current recommended method to load a copy of the Zuora Catalog in Limio. This is the first step to configuring your Limio catalog. You'll find the Catalog Sync feature in the "Operations" section of the Limio Commerce application.

<figure><img src="https://3950144701-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKxTpA9AeeNYx1ml6UpHj%2Fuploads%2FUeG3spBzZO3gHD5cIsva%2Fimage.png?alt=media&#x26;token=9cf59639-580e-4b95-a2f8-f1092781d479" alt=""><figcaption></figcaption></figure>

Go to the Operations section of the Limio Commerce application and sync (or resync) your Catalog

<figure><img src="https://3950144701-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKxTpA9AeeNYx1ml6UpHj%2Fuploads%2FY7cNKGt6bMi21HZ15ndh%2Fimage.png?alt=media&#x26;token=cc93cf03-9424-41a9-bfd6-4f5dadc2a955" alt=""><figcaption></figcaption></figure>

Even if you've synced your Zuora products and rate plans into Limio, they won’t automatically be available in your online, partner, or sales channels. To control where and when new pricing becomes visible, Limio Offers and Add-Ons include robust [versioning](https://docs.limio.com/product/pricing/how-to-manage-offers-and-add-ons-versions-with-publish) and [publishing workflows](https://docs.limio.com/product/page-builder/how-to-publishunpublish-your-pages-online). This ensures you deploy pricing updates deliberately, with full control over timing and visibility.

Once you have it synced, then you can go ahead with configuring your [Limio Products](https://docs.limio.com/integrations/zuora-integration/manage-your-pricing/how-to-configure-zuora-product-code-sku-in-limio), [Limio Offers](https://docs.limio.com/integrations/zuora-integration/manage-your-pricing/how-to-configure-subscriptions-in-limio-offers-with-initial-price-and-zuora-rate-plans) and your [Limio Add-Ons](https://docs.limio.com/product/pricing/what-are-add-ons-and-how-to-configure-them).

On **Limio Product**, you'll be able to then search for Zuora SKU.

<figure><img src="https://3950144701-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKxTpA9AeeNYx1ml6UpHj%2Fuploads%2FhsA1Mu6xys8M2vNqCzjr%2Fimage.png?alt=media&#x26;token=ad60c641-d93e-48ad-a657-56d99670903c" alt=""><figcaption></figcaption></figure>

On Products tab of a **Limio Offers** and **Limio Add-Ons**, you'll be able to add the Limio Product and search the Zuora Rate Plan. The Rate Plans available for selection are restricted to those available on the corresponding Zuora Product.

<figure><img src="https://3950144701-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKxTpA9AeeNYx1ml6UpHj%2Fuploads%2F58SOunfQf9xLHoPGkIM5%2Fimage.png?alt=media&#x26;token=237ce941-7178-42b3-bdf2-8cf67d537831" alt=""><figcaption></figcaption></figure>

## \[Beta] Updated Sync for Limio Add Ons, Offers and Products from Zuora Product Catalog

{% hint style="danger" %}
Please note this feature is in beta and might results in issues. Limio is currently working a better, more automated sync and we recommend not using this feature for now.
{% endhint %}

Limio has an updated sync that can allow to create bidirectional sync between Zuora and Limio.

### **Step 1: Configure Zuora custom fields**

Go to Billing > Manage Custom Fields, then:

* On **Product** object, create a custom field:
  * Name: “Limio Path”
  * API Name: `LimioPath__c`
  * Field Type: “Text”
  * Max Length: 255
* On **Product Rate Plan** object, create a custom field:
  * Name: “Limio Path”
  * API Name: `LimioPath__c`
  * Field Type: “Text”
  * Max Length: 255
* (Optional) If you would like your Product Rate Plan to be synced into Limio Catalog as an Add On rather than Offer, on the **Product Rate Plan**, create a custom field:
  * Name: “Limio Type”
  * API Name: `LimioType__c`
  * Field Type: “Text”
  * Max Length: 255
  * On the relevant Product Rate Plan, set the value to "add\_on". If this field is not set up, an Offer will be created by default.

If required, you can learn more about Zuora [Custom Field here.](https://knowledgecenter.zuora.com/Zuora_Central_Platform/Custom_fields/Manage_custom_fields)

### **Step 2: Activation in Limio**

To enable catalog synchronisation, enable the settings to allow the user to sync Limio Offers, Products and Add Ons when syncing the Zuora Catalog into Limio:

<figure><img src="https://3950144701-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKxTpA9AeeNYx1ml6UpHj%2Fuploads%2FkSS4nmiWBRbUdmo6i5JR%2Fimage.png?alt=media&#x26;token=14538e4d-60fb-4977-94a7-7b59756835cf" alt=""><figcaption></figcaption></figure>

### **Step 3: Run the sync**

You'll find the Catalog Sync feature in the "Operations" section of the Limio Commerce application.

<figure><img src="https://3950144701-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKxTpA9AeeNYx1ml6UpHj%2Fuploads%2FziVzxRi3zAIVFWmrmKUS%2Fimage.png?alt=media&#x26;token=07d83bd4-87b3-4e43-bf19-4b9eede26ebc" alt=""><figcaption></figcaption></figure>

Go to the Operations section of the Limio Commerce application and sync (or resync) your Catalog:

<figure><img src="https://3950144701-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKxTpA9AeeNYx1ml6UpHj%2Fuploads%2Fz7DjQliwqDFqIyEAN0sH%2Fimage.png?alt=media&#x26;token=0c2c0c66-0e6a-45ab-a4b2-48997ebff98f" alt=""><figcaption></figcaption></figure>

This will:

1. Lookup the list of new Products currently stored in Zuora, save them for use in Limio Products, create a Limio Product for each Zuora Product.
2. Lookup the the list of new Rate Plans for each Product, save them for use in Limio Offers, and create a Limio Offer or Add-On for each Zuora Rate Plan
3. Update any already existing Products and Rate Plans to the corresponding Limio Products and Limio Offers or Add Ons.

During the sync, each Zuora Product and Rate Plan will be updated with a Limio Path in a new `LimioPath__c` Custom Field in Zuora if this field has been set up.

This will allow your Limio and Zuora Catalogs to stay in sync after the initial sync.

<figure><img src="https://3950144701-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKxTpA9AeeNYx1ml6UpHj%2Fuploads%2FAxMu5SOmQ6xOUIOd87Oy%2Fimage.png?alt=media&#x26;token=f7d57f4e-f12c-4073-af7b-018cfa8cd88a" alt=""><figcaption></figcaption></figure>

Synced Limio Products and Offers will then have a marker that they were synced and a date visible in the Limio UI.

<figure><img src="https://3950144701-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKxTpA9AeeNYx1ml6UpHj%2Fuploads%2FwjCNjhlrFAPIhuLed34d%2Fimage.png?alt=media&#x26;token=a890d7ec-3ac5-41ef-a005-84e500cddf4c" alt=""><figcaption></figcaption></figure>

This will:

1. Lookup the list of new Products currently stored in Zuora and save them for use in Limio Products.
2. Lookup the the list of new Rate Plans for each Product and save them for use in Limio Offers.
3. Update any already existing Products and Rate Plans.
4. Lookup and custom fields defined in Zuora so they can be populated by Limio orders.

**Known issue:**

[https://docs.limio.com/support/known-issues/known-issue-limio-catalog-sync-and-editing-product-or-rate-plan-names-in-zuora](https://docs.limio.com/support/known-issues/known-issue-limio-catalog-sync-and-editing-product-or-rate-plan-names-in-zuora "mention")