Zuora Setup Guide

Follow our setup guide to connect Zuora to Fivetran.

Prerequisiteslink

To connect Zuora to Fivetran, you need a Zuora account.

Setup instructionslink

Create an API user rolelink

Note: This role is only for API access, not for general use.

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.

   

Assign the role to a userlink

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 Step 1.

   

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

Create Client ID and Client Secretlink

1. From the administration page, click Manage Users.

2. Click on User Name.

3. Enter a client name and description.

   

4. Click create.

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

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

Finish Fivetran configurationlink

1. In the connector setup form, enter the Destination schema name of your choice.

2. Enter the Client ID and Client Secret you found Step 3.

3. (For Zuora Sandbox connector) Select your Environment: Sandbox, Central Sandbox, Performance Test, or Production Copy.

   NOTE: If you select Production Copy, enter the Instance ID. For example, if your URL is https://restservices123.zuora.com/, the instance ID is 123.

4. If you have the multi-entity feature enabled, set the Is Multi-entity feature enabled toggle to ON.

5. Click Save & Test. Fivetran will take it from here and sync your data from your Zuora account.

Related Contentlink

description Connector Overview

account_tree Schema Information

assignment Release Notes

settings API Connector Configuration

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