Zuora Setup Guide

Follow our setup guide to connect Zuora to Fivetran.

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Prerequisites

To connect Zuora to Fivetran, you need a Zuora username and password.

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In Zuora

Create an API user role

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 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 Step 1.

   

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

Create Client ID and Client Secret

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 fill in your Fivetran Zuora setup form.

   

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In Fivetran

1. In the top right corner of your Fivetran Dashboard, click on + Connector.

2. Select the Zuora or Zuora Sandbox connector to launch the Setup Form.

3. Enter your desired destination schema name.

4. Enter the Client ID and Client Secret you found in Zuora.

5. If you are connecting to the API Sandbox or Performance Test environments, select your environment.

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

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