1. Log into your Zuora account.
2. From your profile, click Administration.
3. Click Manage Users.
4. Click your username to view more properties.
5. In the OAuth section of the user profile, add a New OAuth Client (Totango Client), and click Create.
   
6. Copy the Client ID and Client Secret fields.
   

1. In Totango, click Settings from the left nav.
2. Expand Data Management > Customer Data Hub.
3. From the list of active connectors (left), choose Billing.
4. From the list of available connectors, hover over Zuora, and click Connect (or View Integrations).
   
5. Enter a name and description for the connection. Because you can have multiple connections with a connector (using different authentication profiles), a name and description helps you identify the connection later.
6. Choose from the available options for the Environment URL (learn more). Zuora has a list of available API URLs, depending on environment (Production/Test/Sandbox) and location (US/EU). The Environment URL should start with : https://rest.
7. Add the Client ID and Client Secret (see above).
8. Click Connect.

You can now set up an integration using the connection.

1. From within the Totango Customer Data Hub Zuora integration, choose the data type you want to import.

2. Add the SQL filter in the Query field.
3. to filter the data from Zuora that you want to import to Totango. Totango will execute the SQL query on your Zuora account and import the data resulting from this query.Add the COQL query in the Query Filter field.
   

   The SQL query filters the data from Zuora that you want to import to Totango. Totango will execute the SQL query on your Zuora account and import the data resulting from this query.

   See here to learn more on Zuora SQL queries. 

   Example:

   SELECT account.name AS account_name, id AS account_id, parentid AS parent_id, 
   balance AS contract_value, createddate AS create_date, mrr, account.updateddate, 
   totalinvoicebalance AS total_invoice_balance, accountnumber AS account_number, 
   entity__c AS country FROM account

   To use incremental import mode, use the Totango timestamp identifier as in the example below:

   timestamp ‘{TOTANGO_LAST_SYNC_TIME}’ 

   

   SELECT account.name AS account_name, id AS account_id, balance AS contract_value, 
   createddate AS create_date, mrr, account.updateddate, accountnumber AS account_number, 
   paymentterm AS payment_net_term, FROM account 
   WHERE account.updateddate > timestamp '{TOTANGO_LAST_SYNC_TIME}'

4. Map the source fields with Totango attributes (see below).
5. Continue with scheduling and settings.
6. Click Save and Sync.