Zuora

This page describes how to use Census with Zuora.

🏃‍♀️ Getting Started

‌In this guide, we will show you how to connect Zuora to Census and create your first sync.

Prerequisites

Have your Census account ready. If you need one, create a Free Trial Census account now.
Have the proper credentials to access to your data source. See our docs for each supported data source for further information:

1. Collect your Zuora API Credentials

Census will need needs the following pieces of information to connect to your Zuora instance:

Client ID
Client Secret
Rest API Endpoint

2. Add the Destination

Now that we have the credentials from Zuora, we can now set up Zuora as a Destination in Census.

In the Destinations tab of Census, go to your Destinations and click the New Destination button to create a new Zuora connection.
You can provide whatever name you like.
Provide your credentials collected from Zuora in Step 1.
Click Connect

3. Create your Model

Navigate to the Model section of our Dashboard

Here you can write a SQL query to select the data you want to see in Zuora. You can also use tables or views already in your data warehouse or models from data transformation tools like dbt or Looker. Here are some ideas of data you could select

The Lifetime Value of a customer
The end date of a user's trial
The date a user became active in your product
The number of key activities a user did in your app in the last 7/30 days

Once you have created your model, click Save Model.

4. Create your first Sync

Head to the Sync page and click the Add Sync button

In the "What data do you want to sync?" section:

For the Connection, select the data warehouse you've already connected (See Prerequisites).
For the Source, select the model you created in step 3.

Next up is the "Where do you want to sync data to?" section.

Pick the Zuora connection you created in step 3.
For Object, select Account or Subscription.

For the "How do you want to update the destination?" section.

Select Update Only

For the "How are source and destination records matched?" section.

Pick the mapping key:
- For syncs to the Account object select either Account ID or Account Number
- For syncs to the Subscription object select either Subscription ID or Subscription Number
Select the field from your model you want mapped to the identifier.

Finally, select the fields you want to update in the Mapper in the "Which Fields should be updated?" section. Here simply map the field from your Zuora instance to the column from your model.

Click the Next button to see the final preview, which will have a recap of what will happen when you start the sync.