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Zuora

Overview

Zuora is an end-to-end subscription management platform that brings your entire subscription business under one roof, with the capabilities and insights you need to grow your business and create customers for life. This article will give you an overview of the Zuora/Grow integration.

NOTE: This data source is only available for accounts on the Professional plan. If you would like to upgrade your plan, talk to your Grow account manager or visit your account's billing page.

How to Connect

  1. Log in to Grow and select ‘Settings’ under your name in the top-right corner
  2. Select ‘Data Sources’ from the menu on the left and click on ‘+ Connect Data Sources`
  3. Search for Zuora, and select ‘+ Connect’
  4. Next, you’ll be asked to enter your Zuora login credentials
  5. And that’s it! You’re ready to start visualizing some awesome finance metrics!

Endpoints

Instead of having set endpoints, Zuora uses ZOQL (Zuora Object Query Language) to pull data. When you connect your account to Grow, you will be given one endpoint called ZOQL Query.

ZOQL, or Zuora Object Query Language, is a query language similar to SQL. It is used to construct query calls in Zuora’s SOAP API. Zuora suggests you have basic knowledge and experience with SQL in order to work with ZOQL effectively.

ZOQL’s basic query syntax is as follows:

select field_names from object where filter_statements

When you first start building a metric in Grow, it gives an example query:

select accountnumber from account where status = "Active"

FAQs + Tips and Tricks

(Note: If you want to use that query, you will need to type it manually into Grow. It is only shown there as an example query.)

When writing a ZOQL Query, be sure to note the following:

  • All keywords must be written in lowercase.
  • ZOQL doesn’t support parentheses to indicate order of operations in a query. However, you can use the operators and  and or. (Note that the operator and takes priority in the order of operations over or.)

Zuora’s documentation of ZOQL goes into more detail about how to write queries, as well as the constraints ZOQL has. It is fairly comprehensive and easy to understand.

If you want to see what object references are allowed in Zuora's SOAP API, check out this article. This will help you write your queries with fields that are allowed in Zuora.

 

 

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