Zuora

Zuora is software for subscription revenue management automation. You can connect to Zuora to land data as a data source when landing or replicating data. with Gegevensgateway - Gegevensverplaatsing.

• For more information about connecting to SaaS applications, see Verbinding maken met SaaS-applicaties.

• Gegevensgateway - Gegevensverplaatsing must be installed to land or replicate data from SaaS applications. For more information, see Qlik Gegevensgateway - Gegevensverplaatsing.

Supported update methods

• Reload and compare

  This extracts the entire data set from the source and reloads it to your target. You can schedule periodic reloads to keep the data up-to-date.

For more information, see Verwerken wijzigen.

Preparing for authentication

To access your Zuora data, you need to authenticate the connection with your account credentials.

1. In your Zuora account, click your username at the top right and navigate to Administration > Manage Users.

2. Locate the user in the table and check that the user status is Active.

3. Click the user First Name, Last Name, or User Name.

4. Make sure that the user has read access to all required resources.

5. In the New OAuth Clients section, enter a name for the OAuth client.

6. If you have Multi-entity enabled, select which entities the OAuth client are permitted to access.

7. Click Create.

Client ID and Client Secret are displayed, and you can copy them to the connection settings. Click OK when you are finished.

Creating the connection

1. Fill in the required connection properties.

2. Provide a name for the connection in Connection name.

3. Select Open connection metadata to define metadata for the connection when it has been created.

4. Click Create.