Zuora Connector
Intro
Zuora is an enterprise software company that designs and sells SaaS applications designed to automate billing, commerce, and finance operations. Use Domo’s Zuora connector to retrieve your company catalog and to compile reports about accounts, invoices, payments, and the like. To learn more about the Zuora REST API, visit their page (https://knowledgecenter.zuora.com/BC_Developers/REST_API).
You connect to your Zuora account in the Data Center. This topic discusses the fields and menus that are specific to the Zuora connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.
Prerequisites
To connect to your Zuora account and create a DataSet, you must have the following:
-
The username and password for your Zuora account
-
The URL for your custom Zuora instance, if you are using a custom environment
Connecting to Your Zuora Account
This section enumerates the options in the Credentials and Details panes in the Zuora Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.
Credentials Pane
This pane contains fields for entering credentials to connect to your Zuora account. The following table describes what is needed for each field:
Field |
Description |
---|---|
Username |
Enter the username you use to log into your Zuora account. |
Password |
Enter the password you use to log into your Zuora account. |
Environment |
Select the Zuora environment you wish to connect to. If you select Custom, you must enter the URL of the custom Zuora instance in the Custom Environment field. |
Custom Environment |
Enter the URL for your custom Zuora instance. This is required only if you have selected Custom in the Environment menu. |
Once you have entered valid Zuora credentials, you can use the same account any time you go to create a new Zuora DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.
Details Pane
This pane contains a primary Report menu, along with various other menus which may or may not appear depending on the report type you select.
Menu |
Description |
||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Report |
Select the Zuora report you want to run. The following reports are available:
|
||||||||||||||
Account Name |
Select all of the Zuora accounts you want to retrieve data for. |
||||||||||||||
Query |
Enter your search query in ZOQL (Zuora Object Query Language) format. For more information about ZOQL, see https://knowledgecenter.zuora.com/BC_Developers/SOAP_API/M_Zuora_Object_Query_Language. |
Other Panes
For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.