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URL: https://www.cdata.com/kb/tech/zuora-cloud-mendix.rst

⇱ Build Zuora-Connected Apps in Mendix

Build Zuora-Connected Apps in Mendix

👁 Dibyendu Datta
Dibyendu Datta
Lead Technology Evangelist
Use CData Connect AI to create an OData feed for Zuora Data and create custom apps in Mendix.

Mendix is a high-productivity app platform that allows you to build and maintain both mobile and web applications at-scale. When paired with CData Connect AI, Mendix provides instant, cloud-to-cloud access to Zuora data for applications. This article demonstrates how to connect to a CData Connect AI data source from within Mendix.

CData Connect AI provides a pure cloud-to-cloud interface for Zuora, allowing you to import data from live Zuora data in Mendix — without replicating the data to a natively supported database. As you build web and mobile applications from within Mendix, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Zuora, leveraging server-side processing to return the requested Zuora data quickly.

Configure Zuora Connectivity for Mendix

To work with Zuora data from Mendix, we need to connect to Zuora from Connect AI, provide user access to the connection, and create a Workspace for the Zuora data.

Connect to Zuora from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "Zuora" from the Add Connection panel
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to Zuora.

    Zuora uses the OAuth standard to authenticate users. See the online Help documentation for a full OAuth authentication guide.

    Configuring Tenant property

    In order to create a valid connection with the provider you need to choose one of the Tenant values (USProduction by default) which matches your account configuration. The following is a list with the available options:

    • USProduction: Requests sent to https://rest.zuora.com.
    • USAPISandbox: Requests sent to https://rest.apisandbox.zuora.com"
    • USPerformanceTest: Requests sent to https://rest.pt1.zuora.com"
    • EUProduction: Requests sent to https://rest.eu.zuora.com"
    • EUSandbox: Requests sent to https://rest.sandbox.eu.zuora.com"

    Selecting a Zuora Service

    Two Zuora services are available: Data Query and AQuA API. By default ZuoraService is set to AQuADataExport.

    DataQuery

    The Data Query feature enables you to export data from your Zuora tenant by performing asynchronous, read-only SQL queries. We recommend to use this service for quick lightweight SQL queries.

    Limitations
    • The maximum number of input records per table after filters have been applied: 1,000,000
    • The maximum number of output records: 100,000
    • The maximum number of simultaneous queries submitted for execution per tenant: 5
    • The maximum number of queued queries submitted for execution after reaching the limitation of simultaneous queries per tenant: 10
    • The maximum processing time for each query in hours: 1
    • The maximum size of memory allocated to each query in GB: 2
    • The maximum number of indices when using Index Join, in other words, the maximum number of records being returned by the left table based on the unique value used in the WHERE clause when using Index Join: 20,000

    AQuADataExport

    AQuA API export is designed to export all the records for all the objects ( tables ). AQuA query jobs have the following limitations:

    Limitations
    • If a query in an AQuA job is executed longer than 8 hours, this job will be killed automatically.
    • The killed AQuA job can be retried three times before returned as failed.
    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add Zuora Connection page and update the User-based permissions. 👁 Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. 👁 Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure Zuora Endpoints for Mendix

After connecting to Zuora, create a workspace for your desired table(s).

  1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace). 👁 The Workspaces page.
    👁 Adding a new Workspace.
  2. Click Add to add new assets to the Workspace.
  3. Select the Zuora connection (e.g. Zuora1) and click Next. 👁 Selecting an Asset (Salesforce is shown).
  4. Select the table(s) you wish to work with and click Confirm. 👁 Selecting Tables (Salesforce is shown).
  5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to Zuora data from Mendix.

Build a Zuora-Connected App

Downloading the OData Metadata File

When creating a connection in Mendix, the connection flow requires a Data Source Contract File. Follow these steps to download the OData metadata file for CData Connect AI using curl, a command line tool:

  1. Open a command-line window for your operating system. On Windows, open the start menu, type cmd, and press the Enter key to open a command prompt. On macOS and Linux, open a Terminal window.
  2. To check if curl is installed on your system, type curl -help and press the enter key. If it is not installed, install it from the curl website.
  3. Issue the following curl command, replacing USER with your CData Connect AI username and PAT with the PAT you generated above: 
    curl -u USER:PAT https://cloud.cdata.com/api/odata/{workspace_name}/$metadata -o metadata.xml
  4. Locate the metadata.xml file that the curl command created and move it to an accessible location.

Connecting to CData Connect AI in Mendix

Follow these steps to establish a connection from Mendix to CData Connect AI:

  1. Login to Mendix and open the Data Hub page.
    2. 👁 Mendix landing page
  2. In the Register a Data Source section, select OData.
    3. 👁 Registering an OData data source
  3. Upload the metadata.xml file from the steps above and click Next.
    4. 👁 Uploading metadata file
  4. Enter your desired values for Data Source Name and Data Source Version. In the Data Source Relative Path field, enter /api/odata/{workspace_name} and click Next.
    5. 👁 Creating the data source
  5. On the Application information page, click Register a new application.
    6. 👁 Register new app
  6. Enter a name in Application Name and select a technical owner (by default, this is the user who is currently logged in).
    7. 👁 Filling in fields for the app
  7. Click Next. In the Environment Name field, enter a desired name (for example, CData Connect AI). In the Environment Location field, enter https://cloud.cdata.com and select the appropriate Environment Type (e.g. Production), depending on what is needed.
    8. 👁 Creating the environment
  8. Click Done! to create your connection.
    9. 👁 Finalizing the connection

You can now use your connection in Mendix Studio Pro to easily create applications with access to live Zuora data.

Get CData Connect AI

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