Zuora

Zuora is a SaaS application designed to automate billing, commerce and finance operations. It helps companies build and run subscription businesses.

Features

Supported environments

Our two Zuora connectors, Zuora and Zuora Sandbox, support the following environments:

Setup guide

Follow our step-by-step Zuora setup guide to connect Zuora with your destination using Fivetran connectors.

Sync overview

Fivetran uses REST API (REST) to fetch data from Zuora. The REST API accepts ZOQL (Zuora Object Query Language), a SQL-like language, to export the data.

Fivetran uses Zuora data model entity relationships to replicate the data into your destination. Some of the objects may not be available depending on the Zuora features enabled on your account.

For details refer to the Availability of Data Source Objects section in the Zuora documentation.

Similarly, Fivetran only syncs your Home Currency field if Automatically include additional Currency Conversion information in data source exports is selected. For details refer to Zuora documentation about Foreign Currency Conversion for Data Source Exports.

Zuora does not update the incremental column, UpdatedDate, for a few objects when certain fields are modified. As a result, you may observe that your incremental syncs do not include updated data from these fields. A few of the excluded fields are:

• AccountingCode
• ChargedThroughDate
• ProcessedThroughDate

For the complete list of excluded fields of objects, see Zuora’s Data Source Reference documentation.

NOTE:

• If you want your incremental syncs to include updated data from the ChargedThroughDate and ProcessedThroughDate fields, contact Zurora's support team and enable the Rate Plan Charge UpdatedDate Updates with Rating feature for your account. This feature updates the UpdatedDate column when the ChargedThroughDate and ProcessedThroughDate fields are modified.
• You can use the Journal Entry Detail tables to get the relationship between billing, revenue transactions, journal entry details, and journal runs.

Objects that require special settings

Some Zuora objects require special permissions or settings before you can access them with Fivetran.

Accounting Code

If you have Zuora Finance enabled on your tenant, you must have the Configure Accounting Codes permission.

Accounting Period

You must have Zuora Finance enabled on your tenant. You must have the Manage Close Process and Run Trial Balance user permissions.

Credit Balance Adjustment

This feature is not available by default. Submit a request at Zuora Global Support to enable this feature or service.

Once it's enabled, you must assign the Z-Payments Create Credit Balance Adjustment permission and Cancel Credit Balance Adjustment permission to your user roles.

If you have the Invoice Settlement feature enabled, this object is deprecated and only available for backward compatibility.

Syncing empty tables and columns

Fivetran can sync empty tables and columns for your Zuora connector. For more information, see our Features documentation.

Syncing custom objects

Fivetran uses Data Query to fetch Custom Object records.

NOTE: A new custom object may take up to one hour to be available in Data Query.

Schema information

This schema diagram illustrates how tables relate to one another. It is not a complete Entity Relationship Diagram. It shows relationships for some central entities and workflows. Many standard and all custom entities that are delivered by the Fivetran connector are omitted for brevity.