Create Datasets from Zuora in Domo Workbench and Build Visualizations of Zuora Data in Domo

Domo helps you manage, analyze, and share data across your entire organization, enabling decision makers to identify and act on strategic opportunities. Domo Workbench provides a secure, client-side solution for uploading your on-premise data to Domo. The CData ODBC Driver for Zuora links Domo Workbench to operational Zuora data. You can build datasets from Zuora data using standard SQL queries in Workbench and then create real-time visualizations of Zuora data in the Domo service.

The CData ODBC Drivers offer unmatched performance for interacting with live Zuora data in Domo due to optimized data processing built into the driver. When you issue complex SQL queries from Domo 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 (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze Zuora data using native Domo data types.

Connect to Zuora as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

After creating a DSN, you will need to create a dataset for Zuora in Domo Workbench using the Zuora DSN and build a visualization in the Domo service based on the dataset.

Build a Dataset for Zuora Data

You can follow the steps below to build a dataset based on a table in Zuora in Domo Workbench using the CData ODBC Driver for Zuora.

1. Open Domo Workbench and, if you have not already, add your Domo service server to Workbench. In the Accounts submenu, click Add New, type in the server address (i.e., domain.domo.com) and click through the wizard to authenticate. 👁 Connecting to the Domo Service.
   
2. In the DataSet Jobs submenu, click Add New.
3. Name the dataset job (i.e., ODBC Zuora Invoices), select ODBC Connection Provider as the transport method, and click through the wizard. 👁 Configuring the DataSet Job.
   
4. In the newly created DataSet Job, navigate to Source and click to configure the settings.
5. Select System DSN for the Connection Type.
6. Select the previously configured DSN (CData Zuora Sys) for the System DSN.
7. Click to validate the configuration. 👁 Configuring the Source Settings.
   
8. Below the settings, set the Query to a SQL query:

   SELECT * FROM Invoices

   NOTE: By connecting to Zuora data using an ODBC driver, you simply need to know SQL in order to get your data, circumventing the need to know Zuora-specific APIs or protocols.
9. Click preview. 👁 Querying Zuora Data.
   
10. Check over the generated schema, add any transformations, then save and run the dataset job. 👁 Save and Run the Configured DataSet Job (Salesforce is shown).
    

With the dataset job run, the dataset will be accessible from the Domo service, allowing you to build visualizations, reports, and more based on Zuora data.

Create Data Visualizations

With the DataSet Job saved and run in Domo Workbench, we are ready to build visualizations of the Zuora data in the Domo service.

1. Navigate to the Data Center. 👁 Accessing the Data Center (Salesforce is shown).
   
2. In the data warehouse, select the ODBC data source and drill down to our new dataset. 👁 Selecting the Zuora Dataset (Salesforce is shown).
   
3. With the dataset selected, choose to create a visualization.
4. In the new card:
   • Drag a Dimension to the X Value.
   • Drag a Measure to the Y Value.
   • Choose a Visualization.
   👁 Visualizing Zuora Data in Domo (Salesforce is shown).
   

With the CData ODBC Driver for Zuora, you can build custom datasets based on Zuora data using only SQL in Domo Workbench and then build and share visualizations and reports through the Domo service.