Native Integration
Real-time sync. Scalable collections. Total cash control.
Built for finance teams ready to turn complex billing into collected cash.
Trusted By The World's Leading B2B Finance Teams
The integrations at a glance
The key features, and what they mean for your team.
01
Real-time data sync
Customer, invoice, and payment data syncs to Upflow automatically.
02
Custom field mapping
Zuora custom fields sync directly into Upflow.
03
Automatic payment write-back
Payments collected via Upflow reconcile automatically against Zuora invoices.
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
How it works
Frequently asked questions
Can’t find what you’re looking for?
Ask AI
Connecting Zuora to Upflow is quick and secure. You'll create a new API user in your Zuora account, generate OAuth credentials (Client ID and Secret), and input them in Upflow. The process takes about 10 minutes, after which your AR data begins syncing automatically.
Once integrated, you'll complete your Upflow onboarding by customising your settings, configuring workflows, and optionally enabling online payments via your customer portal. You'll remain in test mode until you're ready to go live, giving you time to validate your setup before launching to customers.
Upflow's native integration with Zuora ensures your invoices, payments, and customer data are always in sync. This eliminates manual data entry, reduces the risk of errors, and enables real-time cash flow insights, all essential for streamlining collections and accelerating payment cycles.
Yes. Unlike tools that only pull data, Upflow offers two-way integration with Zuora. That means key financial updates like payments are sent back into your Zuora instance, keeping your accounting records fully enriched and up-to-date.
Absolutely. You can tailor your integration to fit your business needs by configuring custom data mappings, GL accounts, and exclusion rules. This ensures you only sync the data that matters most and align your AR processes with your internal logic.
Security is a top priority at Upflow. Our Zuora integration is built with SOC 2 Type 2-certified infrastructure and leverages OAuth authentication for secure data exchange. Your financial data is encrypted and fully compliant with industry regulations.
Ready to turn complex billing into collected cash?
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