VOOZH about

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

⇱ Integrate Live Zuora Data into Custom Business Apps Built in Power Apps


Integrate Live Zuora Data into Custom Business Apps Built in Power Apps

πŸ‘ Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to connect to Zuora data and integrate live Zuora data into apps built in Microsoft Power Apps.

Power Apps is a service for building and using custom business apps that connect to your data and work across the web and mobile β€” without the time and expense of custom software development. When paired with CData Connect AI, you get instant, cloud-to-cloud access to Zuora data from the apps you build using Power Apps. This article shows how to connect to Connect AI from Power Apps and build an app based on live Zuora data.

CData Connect AI provides a pure SQL, cloud-to-cloud interface for Zuora, allowing you to easily integrate with live Zuora data in Power Apps β€” without replicating the data. CData Connect AI looks exactly like a SQL Server database to Power Apps and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Zuora, leveraging server-side processing to quickly return Zuora data.

Configure Zuora Connectivity for Power Apps

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

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. πŸ‘ Adding a Connection
  3. Select "Zuora" from the Add Connection panel
  4. πŸ‘ Selecting a data source
  5. 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.
    πŸ‘ Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add Zuora Connection page and update the User-based permissions. πŸ‘ 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. πŸ‘ 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 Power Apps.

Connecting to CData Connect AI

To use Connect AI to integrate Zuora data into your Power Apps, you need a new SQL Server connection:

  1. Log in to Power Apps
  2. Click Dataverse -> Connections -> New connection
  3. Select SQL Server πŸ‘ Creating a new SQL Server Connection
  4. In the connection wizard:

    • Choose to connect directly
    • Set SQL server name to tds.cdata.com,14333
    • Set SQL database name to the name of the Zuora connection (e.g. Zuora1)
    • Set Username to a Connect AI user (e.g. [email protected])
    • Set Password to the PAT for the above user
    • Click Create πŸ‘ Connecting to Connect AI

Building a Data-Centric App for Zuora Data

With the connection to Connect AI configured, you are ready to integrate live Zuora data into the apps you build in Power Apps.

  1. Log in to Power Apps
  2. Click Create and select "SQL" πŸ‘ Creating a new app from data
  3. Select the SQL Server connection you created
  4. Search for or choose a table to work with
  5. Click Connect πŸ‘ Connecting to Zuora data
  6. Customize the newly created app just like you would any other, including changing the layout and setting the fields exposed in BrowseScreen, DetailScreen, and EditScreen πŸ‘ Customizing the Zuora data app

At this point, you have an app with read access to live Zuora data that you can save and publish for use within your organization.

SQL Access to Zuora Data from Cloud Applications

Now you have a direct connection to live Zuora data from Microsoft Power Apps. You can create more connections and apps to drive business β€” all without replicating Zuora data.

To get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect AI.