Playbook

Migrate from Zuora to Kugamon: the playbook

Zuora runs billing on its own platform and connects to Salesforce through the Zuora CPQ package and 360 Sync. Kugamon keeps every quote, subscription, invoice and payment as a record in your Salesforce org. The move typically runs 6–10 weeks; Kugamon publishes $125 per user per month for Subscription Billing, and Zuora does not publish list prices.

6–10 wks
Typical migration
0
Sync layers after
$125
Subscription Billing, published
Feb 14, 2025
Silver Lake and GIC complete Zuora acquisition

Leave Zuora, or stay?

  • You rate usage at high volume, need ASC 606 revenue recognition as a finance-owned subledger, or bill from many legal entitiesStay on Zuora — it is built for that depth. See Kugamon vs Zuora
  • Salesforce is your system of record and your billing is recurring invoices, proration, payments and renewalsKugamon fits — one catalog, one data model, nothing to sync
  • You are mid-contract with ZuoraRun the inventory and the numbers now; time the cutover to a quarter boundary before your renewal

Where you are

Zuora runs billing on its own platform, between your CRM and your general ledger. Salesforce sees it through the Zuora CPQ package and 360 Sync, so the catalog, the subscriptions and the invoices live in Zuora and Salesforce holds a copy. Kugamon runs the same lifecycle inside your org: quotes, subscriptions, invoices and payments are Salesforce records on one data model.

Zuora is a billing-first platform outside Salesforce. Its catalog of products, rate plans and charges is maintained in Zuora and synced in through the Zuora CPQ managed package, whose Quote is a custom object linked to the Opportunity. Subscriptions, invoices and payments run in Zuora Billing, and 360 Sync copies subscriber data into Salesforce (Zuora documentation). That is a coherent design for a large finance organization. For a Salesforce-centric team it means two catalogs to keep aligned, a sync that has to be right for a report to be right, and a renewal book that lives in a billing system instead of the pipeline. The full Zuora migration guide →

Kugamon is 100% Salesforce-native. Releasing an Order creates the Contract, Subscriptions, Invoices and the future renewal Opportunity as Salesforce records related to the same Account, so the catalog sales quotes from is the catalog billing invoices from. Kugamon is #1 on the Salesforce AppExchange for Subscription Management and Subscription Billing, and a typical move from Zuora runs 6–10 weeks.

Silver Lake, with GIC, completed its acquisition of Zuora on February 14, 2025; Zuora is now privately held. zuora.com
Quoting in Salesforce and billing in Zuora? Price the one-system path on your own numbers first.Open the calculator →

What you leave, what you gain

What you leave behindWhat you get with Kugamon
A catalog of products, rate plans and charges maintained in Zuora and synced into SalesforceOne catalog: standard Products and Price Book Entries, used by quoting and billing alike
Subscriptions, invoices and payments in Zuora Billing; Salesforce holds a synced copy through 360 SyncSubscriptions, invoices and payments are records in your Salesforce org, related to the same Account
Billing metrics such as MRR, TCV and unbilled revenue in Zuora’s own dashboardsARR, MRR and TCV roll up on the Contract and report with the standard Salesforce report builder
Renewals tracked in the billing system, beside the pipelineRenewal Opportunities created on Order Release, with price uplifts applied by rule — renewals are pipeline
Zuora administrators, with Zuora University training and Extension Studio for custom logicYour Salesforce admin, point-and-click: invoice schedules, payment terms and renewal uplifts are settings; dunning is built in Flow
List pricing not published; the product pages route to a sales conversationPublished pricing: $125 per user per month for Subscription Billing, with a fixed implementation fee

What you give up is depth some teams need. Zuora Billing has built-in mediation and rating for usage at very high volume, Zuora Revenue automates ASC 606 and IFRS 15 as a finance-owned subledger, and Zuora handles multi-entity, global finance (zuora.com). Kugamon supports usage billing with minimal customization, and its Revenue Management add-on creates monthly Revenue records for reporting; it is not a revenue subledger. If those capabilities are central to how your finance team works, stay on Zuora. Kugamon vs Zuora, row by row →

Where your data lives, before and after

Zuora is the system of record for the catalog, the subscriptions and the invoices; Salesforce holds what the sync copies in.

Your Salesforce org versus Zuora platform Zuora runs billing outside the Salesforce org and syncs records into it through Zuora CPQ and 360 Sync. Your Salesforce orgOpportunities & AccountsZuora CPQ package (Quote custom object)Subscriber data copied by 360 SyncZuora platformCatalog: products, rate plans, chargesZuora Billing: subscriptions, invoicesZuora Payments: gateways, retriessync
Figure 1. Before: Zuora is the system of record and Salesforce holds synced copies. After Kugamon: quotes, subscriptions, invoices and payments are Salesforce records in your org, and the renewal Opportunity is created on Order Release.

What moves, and what gets rebuilt

Migrate active subscriptions, not invoice history. Keep Zuora read-only, or export invoices to an archive, so the history stays queryable without being re-created.

Object mapping from Zuora to Kugamon Figure 2. Object-by-object from Zuora to Kugamon. Stored payment profiles move through your payment gateway’s supported process, not by copying card data. ZuoraKugamonAccount, Contact, OpportunitySame Salesforce recordsmoves as-isProducts, rate plans, chargesProduct2 + Price Book EntriesrebuildOpen Zuora quotesKugamon Quote (kugo2p)rebuildActive subscriptionsKugamon Subscription (kuga_sub)rebuildInvoices (history)Archive; new invoices in kugo2prebuildStored payment methodsPayment Method, via the gatewayrebuild
Moves as-is — standard Salesforce objectRebuild — package-specific, no direct equivalent
Figure 2. Object-by-object from Zuora to Kugamon. Stored payment profiles move through your payment gateway’s supported process, not by copying card data.

The migration, step by step

  1. Inventory the billing you actually use (week 0)

    List billing frequencies, proration rules, payment methods, dunning steps and revenue schedules, and mark what ran in the last 90 days. Flag anything that needs usage rating at volume, ASC 606 allocation or multi-entity invoicing: that is where Zuora is strongest.

  2. Map subscriptions, not invoices (weeks 1–2)

    The unit of migration is the active subscription: customer, products, quantities, rates, term dates, renewal terms and payment method. Invoice history stays in Zuora, read-only or as an archived export.

  3. Rebuild the catalog natively (weeks 1–3)

    Zuora’s product, rate-plan and charge hierarchy flattens into Salesforce Products and Price Book Entries, with tiered pricing where you need it. Retire the rate plans nobody sells any more.

  4. Load active subscriptions and bill in parallel (weeks 3–6)

    Import the active subscriptions, then run one or two billing cycles in both systems and compare the invoices line by line before any customer sees the new output.

  5. Cut over payments and dunning (weeks 5–8)

    Re-point the payment gateway (Kugamon connects natively to Stripe, Authorize.Net, PayPal and eWay), move stored payment profiles through your processor’s supported process, and switch dunning communications last. Time the cutover to a quarter boundary so revenue reporting has a clean seam.

Migration phasesFigure 3. Typical sequence. The parallel-billing band is the only period both systems are live; most teams finish in 6–10 weeks.wk 0wk 1wk 2wk 3wk 4wk 5wk 6wk 7wk 8InventoryMap subscriptionsRebuild catalogLoad subscriptionsParallel billingPayments & dunning cutover8 weeks shown · 6–10 weeks typical
Build phaseParallel run (both systems live)
Figure 3. Typical sequence. The parallel-billing band is the only period both systems are live; most teams finish in 6–10 weeks.

What it costs

Kugamon publishes its prices; Zuora does not. The honest comparison is your Zuora renewal quote against Kugamon’s published numbers, plus what the second system costs you to run.

LineKugamonZuora
LicenseSubscription Billing (CPQ + Billing + Subscription Management): $125 per user per month, published on the AppExchange listingNot published; the product pages route to a sales conversation
ImplementationFixed fee: $30K for Subscription Billing, $5K less on a 2- or 3-year termNot published as a standard figure; scoped per deployment with Zuora professional services or partners
Connection to SalesforceNone needed: the billing system is the CRMZuora CPQ package plus 360 Sync to keep in step
Who runs itYour Salesforce adminZuora administrators

At 50 users on a three-year term, Kugamon Subscription Billing is $225,000 in license plus a $25,000 implementation fee: $250,000 over three years, every figure published. Put your Zuora renewal quote and the cost of keeping the sync running beside it, or set your own user count in the ROI calculator. Zuora figures are not published (zuora.com), so any number you use for them is your own quote or an estimate.

Common questions

From Zuora — FAQ

All questions →

For mid-market teams moving to Salesforce-native billing, 6–10 weeks is a realistic range: a week-zero inventory, the catalog rebuilt on the standard Price Book, active subscriptions loaded, one or two billing cycles run in parallel and compared line by line, then payments and dunning cut over last.

Usually no. Keep Zuora read-only, or export invoices to an archive, and migrate only active subscriptions and their forward-looking billing schedules. You need the history queryable, not re-created.

Payment profiles move through your payment gateway’s supported process, not by copying card data. Kugamon connects natively to Stripe, Authorize.Net, PayPal and eWay, and processes ACH through the Authorize.Net and Stripe connections.

Kugamon supports usage billing with minimal customization, and its Revenue Management add-on creates monthly Revenue records for reporting. It has no built-in mediation or rating engine at Zuora’s scale and is not an ASC 606 revenue subledger. If high-volume rating or Zuora Revenue is central to your finance process, Zuora is the better fit.

Subscription Billing: CPQ, Billing and Subscription Management in one managed package, at $125 per user per month with a fixed $30K implementation fee, $5K less on a 2- or 3-year term. Quotes, orders, contracts, subscriptions, invoices, payments and renewals all run on records in your Salesforce org.

They are retired at cutover. Quoting moves to Kugamon’s Quote and Order in Salesforce, and because billing runs on the same records there is nothing to sync. Open Zuora quotes are re-created as Kugamon quotes before the cutover.

Next step

See your migration plan

Published timelines by source platform, a fixed implementation fee, and a calculator that labels every estimate.