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Integrate with live Zuora Data in Jitterbit



Use CData Connect Cloud to connect to and integrate live Zuora data in Jitterbit.

Jitterbit is an enterprise iPaaS (integration platform as a service) that lets you streamline your data workflows. When paired with CData Connect Cloud, Jitterbit gets access to live Zuora data. This article demonstrates how to connect to Zuora using Connect Cloud and integrate with live Zuora data in Jitterbit.

CData Connect Cloud provides a pure OData interface for Zuora, allowing you to query data from Zuora without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Zuora, leveraging server-side processing to return the requested Zuora data quickly.

Configure Zuora Connectivity for Jitterbit

Connectivity to Zuora from Jitterbit is made possible through CData Connect Cloud. To work with Zuora data from Jitterbit, we start by creating and configuring a Zuora connection.

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "Zuora" from the Add Connection panel
  3. Enter the necessary authentication properties to connect to Zuora.

    Zuora uses the OAuth standard to authenticate users. See the online Help documentation for a full OAuth authentication guide.

    Configuring Tenant property

    In order to create a valid connection with the provider you need to choose one of the Tenant values (USProduction by default) which matches your account configuration. The following is a list with the available options:

    • USProduction: Requests sent to https://rest.zuora.com.
    • USAPISandbox: Requests sent to https://rest.apisandbox.zuora.com"
    • USPerformanceTest: Requests sent to https://rest.pt1.zuora.com"
    • EUProduction: Requests sent to https://rest.eu.zuora.com"
    • EUSandbox: Requests sent to https://rest.sandbox.eu.zuora.com"

    Selecting a Zuora Service

    Two Zuora services are available: Data Query and AQuA API. By default ZuoraService is set to AQuADataExport.

    DataQuery

    The Data Query feature enables you to export data from your Zuora tenant by performing asynchronous, read-only SQL queries. We recommend to use this service for quick lightweight SQL queries.

    Limitations
    • The maximum number of input records per table after filters have been applied: 1,000,000
    • The maximum number of output records: 100,000
    • The maximum number of simultaneous queries submitted for execution per tenant: 5
    • The maximum number of queued queries submitted for execution after reaching the limitation of simultaneous queries per tenant: 10
    • The maximum processing time for each query in hours: 1
    • The maximum size of memory allocated to each query in GB: 2
    • The maximum number of indices when using Index Join, in other words, the maximum number of records being returned by the left table based on the unique value used in the WHERE clause when using Index Join: 20,000

    AQuADataExport

    AQuA API export is designed to export all the records for all the objects ( tables ). AQuA query jobs have the following limitations:

    Limitations
    • If a query in an AQuA job is executed longer than 8 hours, this job will be killed automatically.
    • The killed AQuA job can be retried three times before returned as failed.
  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add Zuora Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

  1. Click on your username at the top right of the Connect Cloud app and click User Profile.
  2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
  3. Give your PAT a name and click Create.
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure Zuora Endpoints for Jitterbit

After connecting to Zuora, create a workspace and virtual dataset for your desired table(s).

  1. Navigate to the Virtual Datasets page and click Add to create a new Workspace (or select an existing workspace).
  2. Click Add to add new assets to the Workspace.
  3. Select the Zuora connection (e.g. Zuora1) and click Next.
  4. Select the table(s) you wish to work with and click Confirm.
  5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

Connect to Zuora from Jitterbit using Connect Cloud

To establish a connection from Jitterbit to CData Connect Cloud using the OData protocol, follow these steps.

  1. Log into Jitterbit.
  2. Create a project in Cloud Studio and provide a workspace environment for it.
  3. Click Connections and enter OData in the search bar.
  4. Select the OData connector.
  5. Enter the OData connection properties.
    • Connection Name: enter a connection name.
    • OData Metadata URL: enter https://cloud.cdata.com/api/odata/{workspace_name}.
    • Authentication: select Basic Auth.
    • User Name: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
    • Password: enter the PAT you generated on the Settings page.
  6. Click Test to test the connection, and then click Save Changes.
  7. Choose the operation you want to perform and drag it to the workflow in your project.
  8. Double-click the query operation to see all the tables and derived views available in your OData endpoint.
  9. Select a table and configure the query.

You can now transform and integrate live Zuora data in Jitterbit.

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