Integrating Zuora

Capabilities

DataGrail's Zuora integration provides the following capabilities:

Product	Capability
Request Manager	Request Types Access, Deletion Identifier Categories Email

Before You Start

To successfully configure this integration, please ensure you have sufficient privileges:

• DataGrail User Role: Super Admin, Connections Manager
• Zuora User Role: Admin

Create an OAuth Client

1. Log in to the Zuora Tenant UI.
2. Navigate to Administration and then Manage Users.
3. Create or locate a Zuora user for the DataGrail connection. The user's status must be active. We recommend using a service account.
4. Under OAuth Clients, enter a name and description.
5. If Multi-entity functionality is enabled, select which entities the client can access.
6. Select Create.
7. Copy the Client ID and Client Secret.
8. If configuring the integration for deletion, enable the Billing Role.

(Optional) Deletion Configuration

1. In the top right, under Settings, navigate to Administration.
2. Select Manage User Roles.
3. Select Billing in the View Role List dropdown and select View.
4. Select Edit next to Billing Permissions.
5. Enable Scrub Sensitive Data of Contact.

Identify Zuora Data Center

1. Using the URL of the Zuora Tenant UI, identify the Data Center:

Tenant UI Login	Data Center
https://na.zuora.com/	US Cloud Data Center 1
https://www.zuora.com/apps/	US Cloud Data Center 2
https://eu.zuora.com/	EU Cloud Data Center

Connect to DataGrail

1. In DataGrail, navigate to Integrations and select Configure New Integration to search for Zuora.
2. Enter the Client ID, Client Secret, and Data Center.
3. Select your Zuora Environment.
4. Select Configure Integration.

Next Steps

Now that you've successfully connected the integration, check out the following resources:

• Access Request Lifecycle
• Deletion Request Lifecycle
• Request Manager Overview
• Customizing Intake Forms

Troubleshooting

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details

The Zuora integration uses the V1 API:

Access Type	Synchronous
Deletion Type	Synchronous
Rate Limiting	- Authenticaton: 2,000 requests/minute - API: 50,000 requests/minute

API Documentation

Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.