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Create Interactive Metabase Dashboards that Work with Zuora Data



Use CData Connect Cloud to connect to live Zuora data and create an interactive dashboard in Metabase from Zuora data.

Metabase is an open source data visualization tool that allows users to create interactive dashboards. When paired with CData Connect Cloud, users can easily create visualizations and dashboards linked to live Zuora data. This article describes how to connect to Zuora and build a simple visualization using Zuora data.

CData Connect provides a pure cloud-to-cloud interface for Zuora, allowing you to easily integrate with live Zuora data in Metabase — without replicating the data. Connect looks exactly like a SQL Server database to Metabase 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 Metabase

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

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "Zuora" from the Add Connection panel
  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.
  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add Zuora Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

  1. Click on your username at the top right of the Connect Cloud app and click User Profile.
  2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
  3. Give your PAT a name and click Create.
  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, you are ready to connect to Zuora data from Metabase.

Connect to CData Connect from Metabase

After creating the virtual database, navigate to your Metabase instance. Use the SQL Server interface to connect to Connect Cloud.

  1. Navigate to the administration screen (Settings -> Admin) and click "Add Database" from the "Databases" tab
  2. Configure the connection to Connect Cloud and click "Save"
    • Database type: Select "SQL Server"
    • Name: Name the connection (e.g. "Zuora (Connect Cloud)")
    • Host: tds.cdata.com
    • Port: 14333
    • Database name: The name of the connection you just created (e.g. Zuora1)
    • Username: A Connect Cloud username (e.g. user@mydomain.com)
    • Password: The PAT for the above Connect Cloud user
    • Click to Use a secure connection (SSL)

Execute Zuora Data with Metabase

Once you configure the connection to Connect Cloud, you can query Zuora and build visualizations.

  1. Use the "Write SQL" tool to retrieve the Zuora data
  2. Write a SQL query based on the Zuora connection in CData Connect Cloud, e.g.

    SELECT Id, BillingCity FROM Invoices WHERE BillingState = 'CA'
  3. Navigate to the "Visualization" screen, choose a visualization, and configure the visualization

More Information & Free Trial

At this point, you have built a simple visualization from Zuora data in Metabase. You can continue to work with live Zuora data in Metabase just like you would any SQL Server database. For more information on creating a live connection to Zuora (and more than 100 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live Zuora data in Metabase today.