Zuora

Connect to Zuora

1. Go to the Resources page and click the button.

2. Select Zuora.

3. Enter your account credentials and click Connect. Please follow the instructions here to get your credentials.

• Client ID: Your OAuth user Client ID

• Client Secret: Your OAuth user Client Secret

• Data Query Type: Choose between Live, or Unlimited - the optimized, replicated database at 12 hours freshness for high volume extraction.

• Start Date: Retrieve data after this date. The date should be UTC date and time in the format of YYYY-MM-DD.

• Tenant Endpoint Location: Please choose the right endpoint where your Tenant is located.

• Query Window (in days): Amount of days for each data-chunk beginning from Start Date. Bigger the value - faster the fetch. (0.1 - as for couple of hours, 1 - as for a Day; 364 - as for a Year).

Visit here to see more info about each parameter.

4. Choose tables to import and click Finish Setup.

5. You will see a icon next to your resource. It may take a few minutes to several hours depending on the data size and the number of your tables. Once your data is ready, you will receive a notification email.

Setup Guide

Create an API user role​

1. Log in to your Zuora acccount.

2. In the top right corner of the Zuora dashboard, select Settings > Administration Settings.

3. Select Manage User Roles.

4. Select Add new role to create a new role, and fill in neccessary information up to the form.

Assign the role to a user​

1. From the administration page, click Manage Users.

2. Click add single user.

3. Create a user and assign it to the role you created in Create an API user role section.

4. You should receive an email with activation instructions. Follow them to activate your API user.

   For more information visit Create an API User page

Create Client ID and Client Secret​

1. From the administration page, click Manage Users.

2. Click on User Name of the target user.

3. Enter a client name and description and click create.

4. A pop-up will open with your Client ID and Client Secret.

   Make a note of your Client ID and Client Secret because they will never be shown again. You will need them to configure Acho Zuora Connector.

5. You're ready to set up Zuora connector in Acho, using created Client ID and Client Secret!