Create Zuora-Connected Enterprise Applications in OutSystems

OutSystems is a low-code platform which provides the tools for companies to developer, deploy, and manage omnichannel enterprise applications. When paired with CData Connect AI, you get instant, cloud-to-cloud access to Zuora data for business applications. This article shows how to create a virtual database for Zuora in Connect AI and build a simple app from Zuora data in OutSystems.

The CData Connect AI provides a pure cloud-to-cloud interface for Zuora, allowing you to build reports from live Zuora data in OutSystems — without replicating the data to a natively supported database. As you create applications to work with data, OutSystems generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Zuora, leveraging server-side processing to quickly return the requested Zuora data.

Configure Zuora Connectivity for OutSystems

Connectivity to Zuora from OutSystems is made possible through CData Connect AI. To work with Zuora data from OutSystems, we start by creating and configuring a Zuora connection.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Zuora" from the Add Connection panel
👁 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.

With the connection configured and a PAT generated, you are ready to connect to Zuora data from OutSystems.

Connect to Zuora from OutSystems

The steps below outline connecting to CData Connect AI from OutSystems to create a new Zuora database connection.

1. Open OutSystems Service Studio
2. Click the gear icon to open Environment Management in the Service Center 👁 Opening the Service Center
   
3. Click Administration and select "Database Connections"
4. Click "New Database Connection"
5. Configure the database connection:
   • Name: name the connection (e.g. CData Connect AI Zuora)
   • DBMS: SQL Server / Azure SQL
   • Username: a Connect AI user (e.g. [email protected])
   • Password: the PAT for the Connect AI user
   • Server: tds.cdata.com,14333
   • Schema: the name of your Zuora connection (e.g. Zuora1)
   👁 Connecting to the Connect AI
   
6. Click "Test Connection"
7. Click "Create"

Map Zuora Tables or Views to Entities in an Extension Module

Once you create the database connection for Zuora, you can create an extension that maps the tables or views to OutSystems entities. If you have not already done so, create an Application in Service Studio.

1. Open the Service Studio and open the existing Application
2. Click "Add Module," set the "Module Name" (e.g. zuora_db_extension), set "Module Type" to "Extension," and click "Create Module" 👁 Creating a new extension module
   
3. In Integration Studio, connect to your environment
4. Right-click "Entities" in the extension tree and select "Connect to External Table or View..." 👁 Connecting to external tables or views
   
5. Follow the steps in the wizard, selecting the tables and views you wish to work with
6. In the Integration Studio, click "1-Click Publish"
7. In the "1-Click Publish" wizard, click "Configure" when the process completes
   • In the Service Center, associate the logical database name of the extension to the database connection that the extension will use and click "Apply" 👁 Configuring the external extension
     
8. In your application, click "Manage Dependencies..."
9. Add a dependency to the Extension and select the Entities that you will use in your application 👁 Adding a dependency to the extension
   

At this point, you can access and work with Zuora data just like you would with the standard OutSystems entities.

Get CData Connect AI

With Connect AI and OutSystems, you can easily build Zuora-connected applications. Request a free trial of Connect AI and start working with Zuora data in OutSystems today.