Integrate Zuora Data into Automated Tasks with Power Automate

Microsoft Power Automate is an online service that automates events (known as workflows) across the most common apps and services. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Zuora data for visualizations, dashboards, and more. This article shows how to connect to Connect Cloud from Power Automate and integrate live Zuora data into your workflows and tasks.

CData Connect Cloud provides a pure SQL, cloud-to-cloud interface for Zuora, allowing you to easily integrate with live Zuora data in Power Automate — without replicating the data. CData Connect Cloud looks exactly like a SQL Server database to Power Automate and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Zuora, leveraging server-side processing to quickly return Zuora data.

Configure Zuora Connectivity for Power Automate

Connectivity to Zuora from Power Automate is made possible through CData Connect Cloud. To work with Zuora data from Power Automate, 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.

With the connection configured, you are ready to connect to Zuora data from Power Automate.

Connecting to CData Connect Cloud

To use Connect Cloud to integrate Zuora data into your Power Automate tasks, you need a new SQL Server connection:

1. Log in to Power Automate
2. Click Data -> Connections -> New connection
3. Select SQL Server
4. In the connection wizard:
   
   
   • Choose to connect directly
   • Set SQL server name to tds.cdata.com
   • Set SQL database name to the name of the Zuora connection (e.g. Zuora1)
   • Set Username to a Connect Cloud user (e.g. user@mydomain.com)
   • Set Password to the PAT for the above user
   • Click Create

Integrating Zuora Data into Power Automate Tasks

With the connection to Connect Cloud configured, you are ready to integrate live Zuora data into your Power Automate tasks.

1. Log in to Power Automate
2. Click My flows -> New flow and choose to create the flow from blank or template
3. Add (or configure) a SQL Server action (like Get rows) and configure the action to connect to your Connect Cloud connection
4. Select a Table to work with (from the drop-down menu) and configure any advanced options (like filters, orders, etc)
5. Configure any actions to follow and test, then save the flow

SQL Access to Zuora Data from Cloud Applications

Now you have a direct connection to live Zuora data from Power Automate tasks. You can create more connections and workflows to drive business — all without replicating Zuora data.

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect Cloud.

Related Power Automate Articles

This article walks through using CData Connect Cloud with Power Automate (Online). Check out our other articles for more ways to work with Power Automate Desktop:

• Zuora Data in Power Automate Desktop using CData Connect
• Zuora Data in Power Automate Desktop via ODBC