Overview

With Totango's Zuora connector, you can import billing-related data, such as contracts and payment information, into Totango.

Learn more about Zuora here.

Topics covered in this article: 

• Creating Zuora connection
• Importing data from Zuora to Totango

Creating Zuora Connection

1. Login to your Zuora account, go to your profile and click Administration
   
   
   
2. Click Manage Users
   
   
   
3. Click on your user name
   
   
   
4. In the OAuth section of the user profile, add  ‘Totango client’  and click Create
   
   
   
5. Copy the Client ID and Client Secret and click OK
   
   
   
6. Environment URL: Choose your URL from the available options.  Zuora has a list of available API URLs depending on environment (Production/Test/Sandbox) and location (US/EU). Depending on your environment and location, the proper URL should be selected. See here for more details.
   Note: the Environment URL should start with : https://rest.... 
   
   
7. In Totango, go to Global Settings / Customer Data Hub and click Connect on the Zuora connector (in the Billing section)
   
   

Add the Environment url, Client id and Client secret and click Connect

Importing Data from Zuora to Totango

Importing data from Zuora to Totango is done using Zuora SQL filters. See here to learn more on Zuora SQL queries.

First, choose the data type you want to import and then create an SQL filter 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.

Here is a Zuora SQL filter 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}'