Zuora Setup Guide

Follow our setup guide to connect Zuora to Fivetran.

Prerequisites

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

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

Log in to your Zuora acccount.
In the top right corner of the Zuora dashboard, select Settings > Administration Settings.
Select Manage User Roles.
Select Add new role to create a new role.

From the administration page, click Manage Users.
Click add single user.
Create a user and assign it to the role you created in Step 1.
You will receive an email with activation instructions. Follow them to activate your API user.

From the administration page, click Manage Users.
Click on User Name.
Enter a client name and description.
Click create.
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 Fivetran.

client-secret

Fivetran has two separate services for Zuora. Choose the connector for the environment you'd like to use:
- Production environment
- Sandbox environment
In the connector setup form, enter the Destination schema name of your choice.
(Hybrid Deployment only) If your destination is configured for Hybrid Deployment, the Hybrid Deployment Agent associated with your destination is pre-selected in the Select an existing agent drop-down menu. To use a different agent, select the agent of your choice, and then select the same agent for your destination.
Enter the Client ID and Client Secret you found in Step 3.
(For Zuora Sandbox connector) Select your Environment: Sandbox or Central Sandbox.
If you have the multi-entity feature enabled, set the Is Multi-entity feature enabled toggle to ON. Select the entity ID in the Select single entity-id you want to sync data for drop-down menu.
Click Save & Test. Fivetran will take it from here and sync your data from your Zuora account.