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URL: https://www.cdata.com/kb/tech/zuora-spreadsheets-google-sheets.rst

⇱ Access Live Zuora Data in Google Sheets through Connect Spreadsheets


Access Live Zuora Data in Google Sheets through Connect Spreadsheets

πŸ‘ Cameron Leblanc
Cameron Leblanc
Senior Technology Evangelist
Use Connect Spreadsheets by CData to gain access to live Zuora data from your Google Sheets.

Looking for Connect AI instructions?

Your Connect AI account includes Connect Spreadsheets, so you can use the instructions below. You can expect minor differences when referencing the Connect Spreadsheet platform, but the principles still apply!


Google Sheets is a web-based spreadsheet program provided by Google. When integrated with Connect Spreadsheets by CData, you can effortlessly gain access to Zuora data directly within Google Sheets for tasks such as data analysis, collaboration, calculations, and more. This article offers a comprehensive guide on connecting to Zuora within Connect Spreadsheets and accessing live Zuora data seamlessly within Google Sheets.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.

This setup requires a Connect Spreadsheets account and the Connect Spreadsheets Add-On for Google Sheets. To get started, sign up a free Connect Spreadsheets account and install the free Connect Spreadsheets Google Sheets Add-On.


Configure Zuora Connectivity for Google Sheets

Connectivity to Zuora from Google Sheets is made possible through Connect Spreadsheets. To work with Zuora data from Google Sheets, we start by creating and configuring a Zuora connection.

  1. Log into Connect Spreadsheets, click Sources and click Add Connection πŸ‘ Adding a Connection
  2. Select "Zuora" from the Add Connection panel πŸ‘ 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.
    πŸ‘ Configuring a connection (OData is shown)
  4. Click Create & Test

With the connection configured, you are ready to connect to Zuora data from Google Sheets.

Access Live Zuora Data from Google Sheets

The steps below outline connecting to Connect Spreadsheets from Google Sheets to access live Zuora data.

  1. Log into Google Sheets, create a new sheet (or open an existing one).
  2. Click Add-ons and click Get Add-ons (if you have already installed the Add-on, jump to step 5).
  3. Search for Connect Spreadsheets Add-On and install the Add-on. πŸ‘ Install the Add-On
  4. Authorize the Add-On. πŸ‘ Authorize the Add-On
  5. Back in Google Sheets, click Add-ons and open the Connect Spreadsheets Add-On. πŸ‘ Opening the Add-On
  6. In the Add-On panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account πŸ‘ Authenticating with Connect Spreadsheets
  7. In the Connect Spreadsheets panel in Google Sheets, click Import πŸ‘ Connect Spreadsheets panel in Google Sheets
  8. Choose a Connection (e.g. Zuora1), Table (e.g. Invoices, and Columns to import πŸ‘ Choosing a Connection, Table, and Columns
  9. Optionally add Filters, Sorting, and a Limit πŸ‘ Filters, Sorting, Limits
  10. Click Execute to import the data and opt to overwrite the existing sheet or create a new one. πŸ‘ Opting where to import the data

Live Access to Zuora Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Zuora data from your Google Sheets workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

πŸ‘ Imported data (Salesforce is shown)

Try Connect Spreadsheets and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.