Access Live Zuora Data in Coginiti Pro

Coginiti Pro is a single tool for all your SQL data and analytics needs, designed specifically for data engineers, analysts, and data scientists. When paired with the CData JDBC Driver for Zuora, Coginiti Pro can access and query live Zuora data. This article describes how to connect to and query Zuora data from Coginiti Pro.

With built-in optimized data processing, the CData JDBC Driver for Zuora offers unmatched performance for interacting with live Zuora data. When you issue complex SQL queries to Zuora, the driver pushes supported SQL operations, like filters and aggregations, directly to Zuora and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). In addition, its built-in dynamic metadata querying allows you to work with and analyze Zuora data using native data types.

Gather Connection Properties and Build a Connection String

Download the CData JDBC Driver for Zuora installer, unzip the package, and run the JAR file to install the driver. Then gather the required connection properties.

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.

NOTE: To use the JDBC driver in Coginiti Pro, you may need a license (full or trial) and a Runtime Key (RTK). For more information on obtaining this license (or a trial), contact our sales team.

Built-in Connection String Designer

For assistance constructing the JDBC URL, use the connection string designer built into the Zuora JDBC Driver. Double-click the JAR file or execute the jar file from the command line.

java -jar cdata.jdbc.zuora.jar

👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)

Fill in the connection properties (including the RTK) and copy the connection string to the clipboard.

Create a JDBC Data Source for Zuora Data

1. Open Coginiti Pro and in the File menu, select "Edit Drivers."
2. In the newly opened wizard, click "Add" and select "Generic." 👁 Adding a Generic JDBC Driver.
   

3. In the "JDBC Drivers" wizard, set the driver properties (below) and click "Create Driver."

   • Set JDBC Driver Name to a useful name, like CData JDBC Driver for Zuora.
   • Click "Add Files" to add the JAR file from the "lib" folder in the installation directory (e.g. cdata.jdbc.zuora.jar)
   • Select the Class Name: cdata.jdbc.zuora.ZuoraDriver.
   👁 Creating a new Generic data source (Salesforce is shown).
   

Create a Connection using the CData JDBC Driver for Zuora

1. In the File menu, click "Edit Connections."
2. In the newly opened wizard, click "Add" and select "Generic." 👁 Adding a Generic JDBC Connection.
   
3. In the "Connections" wizard, set the connection properties.
   • Set Connection name to an identifying name.
   • Set Database JDBC driver to the Driver you configured earlier.
   • Set JDBC URL to the JDBC URL configured using the built-in connection string designer (e.g. jdbc:zuora:OAuthClientID=MyOAuthClientId;OAuthClientSecret=MyOAuthClientSecret;Tenant=USProduction;ZuoraService=DataQuery;InitiateOAuth=GETANDREFRESH;
   👁 Creating a connection (Salesforce is shown).
   
4. Click "Test" to ensure the connection is configured properly. Click "Save."

Query Zuora Using SQL

1. Open the Connections tab by clicking on database icon: .
2. Click the plus sign () to add a new query tab.

3. Once the query console is open, write the SQL script you wish to execute and click "Run at Cursor".

   NOTE: You can use the explorer on the left to determine table/view names and column names.

   Using the explorer

   1. In the "Select connection" field, select the connection you wish to query.
   2. Expand your newly created connection, expand the "CData" catalog, and expand the Zuora catalog.
   3. Expand "Tables" or "Views" to find the entity you wish to query.
   4. Expand your selected entity to explore the fields (columns).
   👁 Querying data (Salesforce is shown).
   

Free Trial & More Information

Download a free, 30-day trial of the CData JDBC Driver for Zuora and start working with your live Zuora data in Coginiti Pro. Reach out to our Support Team if you have any questions.