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Informatica ® Cloud Data Integration Summer 2018 December Zuora REST V2 Connector Guide

G u i d e Z u o r a R E S T V 2 C o n n e c t o r · Informatica Cloud Data Integration Zuora REST V2 Connector Guide Summer 2018 December December 2018 © Copyright Informatica LLC

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Page 1: G u i d e Z u o r a R E S T V 2 C o n n e c t o r · Informatica Cloud Data Integration Zuora REST V2 Connector Guide Summer 2018 December December 2018 © Copyright Informatica LLC

Informatica® Cloud Data IntegrationSummer 2018 December

Zuora REST V2 Connector Guide

Page 2: G u i d e Z u o r a R E S T V 2 C o n n e c t o r · Informatica Cloud Data Integration Zuora REST V2 Connector Guide Summer 2018 December December 2018 © Copyright Informatica LLC

Informatica Cloud Data Integration Zuora REST V2 Connector GuideSummer 2018 DecemberDecember 2018

© Copyright Informatica LLC 2018, 2019

This software and documentation are provided only under a separate license agreement containing restrictions on use and disclosure. No part of this document may be reproduced or transmitted in any form, by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica LLC.

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DISCLAIMER: Informatica LLC provides this documentation "as is" without warranty of any kind, either express or implied, including, but not limited to, the implied warranties of noninfringement, merchantability, or use for a particular purpose. Informatica LLC does not warrant that this software or documentation is error free. The information provided in this software or documentation may include technical inaccuracies or typographical errors. The information in this software and documentation is subject to change at any time without notice.

NOTICES

This Informatica product (the "Software") includes certain drivers (the "DataDirect Drivers") from DataDirect Technologies, an operating company of Progress Software Corporation ("DataDirect") which are subject to the following terms and conditions:

1. THE DATADIRECT DRIVERS ARE PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT.

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The information in this documentation is subject to change without notice. If you find any problems in this documentation, report them to us at [email protected].

Informatica products are warranted according to the terms and conditions of the agreements under which they are provided. INFORMATICA PROVIDES THE INFORMATION IN THIS DOCUMENT "AS IS" WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING WITHOUT ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND ANY WARRANTY OR CONDITION OF NON-INFRINGEMENT.

Publication Date: 2019-01-14

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Table of Contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Informatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Informatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Informatica Intelligent Cloud Services Web Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Informatica Intelligent Cloud Services Communities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Informatica Intelligent Cloud Services Marketplace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Data Integration Connector Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Informatica Intelligent Cloud Services Trust Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Chapter 1: Introduction to Zuora REST V2 Connector. . . . . . . . . . . . . . . . . . . . . . . . . . 7Zuora REST V2 Connector Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Zuora REST V2 Connector Task and Object Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Administration of Zuora REST V2 Connector. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Creating an OAuth Client. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Chapter 2: Zuora REST V2 Connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Zuora REST V2 Connections Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Zuora REST V2 connection properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Chapter 3: Zuora REST V2 Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Zuora REST V2 Operations Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Zuora REST V2 Objects and Operations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Zuora REST V2 Source Operations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Configuring a Request Using Request Message Editor. . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Field Mapping in a Source Transformation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Zuora REST V2 Target Operations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

File Preparation for Target Transformation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Field Mapping in a Target Transformation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Rules and Guidelines for Zuora REST V2 Operations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Chapter 4: Mappings and Mapping Tasks with Zuora REST V2. . . . . . . . . . . . . . . . 29Zuora REST V2 Source Transformation in Mappings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Source Transformation Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Advanced Source Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Source Transformation Mapping Example. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Zuora REST V2 Target Transformation in Mappings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Target Transformation Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Advanced Target Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Table of Contents 3

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Target Transformation Mapping Example. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Zuora REST V2 Midstream Transformation in Mappings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Advanced Midstream Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Appendix A: Zuora REST V2 Data Type Reference. . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Zuora REST V2 Data Type Reference Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Zuora REST V2 and Transformation Data Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

4 Table of Contents

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PrefaceThe Data Integration Zuora REST V2 Connector Guide contains information about how to set up and use Zuora Connector. The guide explains how you can use Zuora REST V2 Connector to read data from and write data to Zuora.

Informatica Resources

Informatica DocumentationTo get the latest documentation for your product, browse the Informatica Knowledge Base at https://kb.informatica.com/_layouts/ProductDocumentation/Page/ProductDocumentSearch.aspx.

If you have questions, comments, or ideas about this documentation, contact the Informatica Documentation team through email at [email protected].

Informatica Intelligent Cloud Services Web SiteYou can access the Informatica Intelligent Cloud Services web site at http://www.informatica.com/cloud. This site contains information about Data Integration editions and applications as well as information about other Informatica Cloud integration services.

Informatica Intelligent Cloud Services CommunitiesUse the Informatica Intelligent Cloud Services Community to discuss and resolve technical issues in Data Integration. You can also find technical tips, documentation updates, and answers to frequently asked questions.

Access the Informatica Intelligent Cloud Services Community at:

https://network.informatica.com/community/informatica-network/products/cloud-integration

To find resources on using Application Integration (the Informatica Cloud Real Time service), access the community at:

https://network.informatica.com/community/informatica-network/products/cloud-integration/cloud-application-integration/content

Developers can learn more and share tips at the Cloud Developer community:

https://network.informatica.com/community/informatica-network/products/cloud-integration/cloud-developers

5

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Informatica Intelligent Cloud Services MarketplaceVisit the Informatica Marketplace to try and buy Data Integration Connectors, templates, and mapplets:

https://marketplace.informatica.com/community/collections/cloud_integration

Data Integration Connector DocumentationYou can access documentation for Data Integration Connectors at the Informatica Cloud Community: https://network.informatica.com/cloud/index.htm

Informatica Knowledge BaseUse the Informatica Knowledge Base to search Informatica Network for product resources such as documentation, how-to articles, best practices, and PAMs.

To access the Knowledge Base, visit https://kb.informatica.com. If you have questions, comments, or ideas about the Knowledge Base, contact the Informatica Knowledge Base team at [email protected].

Informatica Intelligent Cloud Services Trust SiteSubscribe to the Informatica trust site for upgrade, maintenance, and incident notifications.

Status.Informatica.com displays the production status of all the Informatica cloud products. All maintenance updates are posted to this status page, and during an outage, it will have the most current information. To ensure you are notified of updates and outages, you can subscribe to a single component, a single incident, or the site as a whole. Subscribing to the site as a whole is the best way to be certain you never miss an update. To subscribe, go to http://status.informatica.com and click SUBSCRIBE TO UPDATES. You can then choose to receive notifications sent as emails, SMS text messages, webhooks, RSS feeds, or any combination of the four.

Informatica Global Customer SupportYou can contact a Customer Support Center by telephone or online.

For online support, click Submit Support Request in Informatica Intelligent Cloud Services. You can also use Online Support to log a case. Online Support requires a login. You can request a login at https://network.informatica.com/welcome.

The telephone numbers for Informatica Global Customer Support are available from the Informatica web site at https://www.informatica.com/services-and-training/support-services/contact-us.html.

6 Preface

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C h a p t e r 1

Introduction to Zuora REST V2 Connector

This chapter includes the following topics:

• Zuora REST V2 Connector Overview, 7

• Zuora REST V2 Connector Task and Object Types, 7

• Administration of Zuora REST V2 Connector, 8

Zuora REST V2 Connector OverviewYou can use Zuora REST V2 Connector to connect to Zuora from Data Integration. Use Zuora REST V2 Connector to read data from or write data to Zuora. You can use Zuora objects as sources and targets in Mapping tasks and mappings.

When you run a task or mapping, the Secure Agent uses the Zuora REST API to perform the specified operation and reads data from or writes data to Zuora.

Zuora REST V2 Connector Task and Object TypesThe following table lists the Zuora object types that you can include in Data Integration tasks:

Task Type Source Target

Synchronization No No

Mapping Yes Yes

If a mapping or mapping task fails, the error messages are logged in the session log file located at <Secure Agent installation directory>/apps/Data_Integration_Server/logs.

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Administration of Zuora REST V2 ConnectorBefore you use Zuora REST V2 Connector, complete the following prerequisites:

• Install the Secure Agent on a 64-bit machine.

• Access Zuora portal to create user credentials.

• Ensure that you have the tenant level permission for Bearer Token Management.

• Ensure that you have an API User role with the API Write Access.

Creating an OAuth ClientIf you want to configure Zuora REST V2 connections to use OAuth 2.0 authentication to access Zuora, you must create an OAuth client in Zuora. The client ID and the client secret are generated for a new OAuth client, and the user needs to provide the client ID and the client secret in the REST request to create an access token for the API Gateway.

1. Login to Zuora website.

2. Click your username at the top right, and navigate to Administration > Manage Users.

3. Click the First Name, Last Name, or User Name of the user from the list of users on the All Users page.

4. In the OAuth Clients section, you can view or delete the existing OAuth Client for the user.

5. To create a new OAuth Client, enter the Client Name, Description, and select the Accessible Entities for those entities that you want to authenticate.

6. Click create.

7. Upon the successful creation, the Client ID and Client Secret appears on the screen. Save the Client ID and Client Secret.

Note: The client secret appears only once on the screen.

8. Click OK to close the window.

8 Chapter 1: Introduction to Zuora REST V2 Connector

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C h a p t e r 2

Zuora REST V2 ConnectionsThis chapter includes the following topics:

• Zuora REST V2 Connections Overview, 9

• Zuora REST V2 connection properties, 9

Zuora REST V2 Connections OverviewCreate a Zuora REST V2 connection to connect to Zuora and read data from or write data to Zuora. You can use Zuora REST V2 connections in Mapping tasks and mappings.

Zuora REST V2 connection propertiesWhen you create a Zuora REST V2 connection, you must configure the connection properties.

The following table describes the Zuora REST V2 connection properties:

Property Description

Runtime Environment

Runtime environment that contains Secure Agent used to access Zuora.

Authentication Select ZuoraRESTV2.

Base Url Endpoint URL of REST API to which you want to make calls. Do not specify the query parameters with the Base URL.For example, https://rest.apisandbox.zuora.com/

Authentication Type

The type of user authentication to connect to the Zuora portal login. Select authentication method that the connector must use to login to the Zuora portal login.You can select the following authentication types:- Basic Auth- OAuth 2.0Default is OAuth 2.0.

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Property Description

Username User name for the Zuora portal login. You must enter the username if you select Basic Auth as the Authentication Type.

Password Password for the Zuora portal login. You must enter the password if you select Basic Auth as the Authentication Type.

Client ID The client ID to complete the OAuth 2.0 authentication to connect to Zuora. You must enter the client ID if you select OAuth 2.0 as the Authentication Type.

Client Secret The client secret key to complete the OAuth 2.0 authentication to connect to Zuora. You must enter the client secret key if you select OAuth 2.0 as the Authentication Type.

Grant Type The type of authentication used to obtain the token. Use client_credentials.

Entity ID When you have multiple entities in a single tenant, specify the entity ID to connect to a particular entity.This property will work only when you select Basic Auth as the Authentication Type. You can also specify the entity ID in the Request Message Editor. If you specify the entity ID in connection properties and Request Message Editor, entity ID specified in the connection properties takes precedenceNote: If you select OAuth 2.0 as the Authentication Type and want to specify an entity ID other than the default entity ID, you must specify the entity ID in the Request Message Editor and leave the Entity ID field blank in the connection properties.

Zuora API Version Swagger file that you want to use for the Zuora REST V2 connection.You can select the Zuora Swagger API V1_2017_09_06 or Zuora Swagger API V1_2018_08_23 swagger file.

10 Chapter 2: Zuora REST V2 Connections

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C h a p t e r 3

Zuora REST V2 OperationsThis chapter includes the following topics:

• Zuora REST V2 Operations Overview, 11

• Zuora REST V2 Objects and Operations, 11

• Zuora REST V2 Source Operations, 25

• Zuora REST V2 Target Operations, 27

• Rules and Guidelines for Zuora REST V2 Operations, 28

Zuora REST V2 Operations OverviewZuora exposes the web service API that the Secure Agent uses to perform integration tasks through the REST protocol.

When you create a mapping, you can associate a Zuora REST V2 connection and an operation. The Secure Agent connects to the web service to access, transform, or write data. The request and response are REST messages. The REST request and response messages contain hierarchical data, where the data follows a JSON schema. If you want to write data to a relational target, the Secure Agent converts the hierarchical data fetched from Zuora to relational data.

Zuora REST V2 Objects and OperationsThe following table lists the supported Zuora objects and operations:

Zuora REST V2 Object Relative Path to the Object Operation

Accounting Codes /accounting-codes POST_AccountingCode and GET_AllAccountingCodes

Accounting Codes /accounting-codes/{ac-id}/activate

PUT_ActivateAccountingCode

Accounting Codes /accounting-codes/{ac-id}/deactivate

PUT_DeactivateAccountingCode

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Zuora REST V2 Object Relative Path to the Object Operation

Accounting Codes /accounting-codes/{ac-id} DELETE_AccountingCode, GET_AccountingCode, and PUT_AccountingCode

Accounting Periods /accounting-periods/{ap-id}/close

PUT_CloseAccountingPeriod

Accounting Periods /accounting-periods/{ap-id}/pending-close

PUT_PendingCloseAccountingPeriod

Accounting Periods /accounting-periods POST_AccountingPeriod and GET_AllAccountingPeriods

Accounting Periods /accounting-periods/{ap-id} GET_AccountingPeriod, PUT_UpdateAccountingPeriod, and DELETE_AccountingPeriod,

Accounting Periods /accounting-periods/{ap-id}/reopen

PUT_ReopenAccountingPeriod

Accounting Periods /accounting-periods/{ap-id}/run-trial-balance

PUT_RunTrialBalance

Accounts /accounts POST_Account

Accounts /accounts/{account-key} GET_Account and PUT_Account

Accounts /accounts/{account-key}/summary

GET_AccountSummary

Accounts /accounts/{id}/billing-documents/generate

POST_GenerateBillingDocuments

Accounts /accounts/billing-documents/files/deletion-jobs

POST_JobToHardDeleteBillingDocuments

Accounts /accounts/billing-documents/files/deletion-jobs/{jobId}

GET_JobToHardDeleteBillingDocuments

Accounts /object/account Object_POSTAccount

Accounts /object/account/{id} Object_GETAccount, Object_PUTAccount, and Object_DELETEAccount

Actions /action/amend Action_POSTamend

Actions /action/create Action_POSTcreate

Actions /action/delete Action_POSTdelete

Actions /action/execute Action_POSTexecute

Actions /action/generate Action_POSTgenerate

12 Chapter 3: Zuora REST V2 Operations

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Zuora REST V2 Object Relative Path to the Object Operation

Actions /action/query Action_POSTquery

Actions /action/queryMore Action_POSTqueryMore

Actions /action/subscribe Action_POSTsubscribe

Actions /action/update Action_POSTupdate

Amendments /amendments/{amendment-key} GET_AmendmentsByKey

Amendments /amendments/subscriptions/{subscription-id}

GET_AmendmentsBySubscriptionID

Amendments /object/amendment Object_POSTAmendment

Amendments /object/amendment/{id} Object_GETAmendment, Object_PUTAmendment, and Object_DELETEAmendment

Attachments /attachments POST_Attachments

Attachments /attachments/{object-type}/{object-key}

GET_AttachmentsList

Attachments /attachments/{attachment-id} GET_Attachments, PUT_Attachments, and DELETE_Attachments

Bill Run /object/bill-run Object_POSTBillRun

Bill Run /object/bill-run/{id} Object_GETBillRun, Object_PUTBillRun, and Object_DELETEBillRun

Bill Run /bill-runs/{billRunId}/emails POST_EmailBillingDocumentsfromBillRun

Billing Documents /billing-documents GET_BillingDocuments

Billing Preview Run /billing-preview-runs POST_BillingPreviewRun

Billing Preview Run /billing-preview-runs/{billingPreviewRunId}

GET_BillingPreviewRun

Catalog /catalog/products GET_Catalog

Catalog /catalog/product/{product-id} GET_Product

Catalog /catalog/products/{product-id}/share

POST_Catalog

Charge Revenue Summaries /charge-revenue-summaries/{crs-number}

GET_CRSByCRSNumber

Zuora REST V2 Objects and Operations 13

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Zuora REST V2 Object Relative Path to the Object Operation

Charge Revenue Summaries /charge-revenue-summaries/subscription-charges/{charge-key}

GET_CRSByChargeID

Communication Profiles /object/communication-profile/{id}

Object_GETCommunicationProfile

Connections /connections POST_Connections

Contacts /object/contact Object_POSTContact

Contacts /object/contact/{id} Object_GETContact, Object_PUTContact, and Object_DELETEContact

Credit Balance Adjustments /object/credit-balance-adjustment/{id}

Object_GETCreditBalanceAdjustment

Credit Memos /creditmemos/{creditMemoId} PUT_UpdateCreditMemo, GET_CreditMemo, and DELETE_CreditMemo

Credit Memos /creditmemos/{creditMemoId}/post

PUT_PostCreditMemo

Credit Memos /creditmemos/{creditMemoId}/unpost

PUT_UnpostCreditMemo

Credit Memos /creditmemos/{creditMemoId}/items/{cmitemid}

GET_CreditMemoItem

Credit Memos /creditmemos/{creditmemoId}/refunds

POST_RefundCreditMemo

Credit Memos /creditmemos/query POST_QueryCreditMemos

Credit Memos /creditmemos/{creditMemoId}/parts

GET_CreditMemoParts

Credit Memos /creditmemos/{creditMemoId}/apply

PUT_ApplyCreditMemo

Credit Memos /creditmemos/{creditMemoId}/items

GET_CreditMemoItems

Credit Memos /creditmemos/{creditMemoId}/parts/{partid}/itemparts

GET_CreditMemoItemParts

Credit Memos /creditmemos/{creditMemoId}/unapply

PUT_UnapplyCreditMemo

Credit Memos /creditmemos/invoice/{invoiceId}

POST_CreditMemoFromInvoice

14 Chapter 3: Zuora REST V2 Operations

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Zuora REST V2 Object Relative Path to the Object Operation

Credit Memos /creditmemos/{creditMemoId}/parts/{partid}/itemparts/{itempartid}

GET_CreditMemoItemPart

Credit Memos /creditmemos POST_CreditMemoFromPrpc and GET_CreditMemos

Credit Memos /creditmemos/{creditMemoId}/parts/{partid}

GET_CreditMemoPart

Credit Memos /creditmemos/{creditMemoId}/emails

POST_EmailCreditMemo

Credit Memos /creditmemos/{creditMemoNumber}/amountBreakdownByOrder

GET_BreakdownCreditMemoByOrder

Credit Memos /creditmemos/{creditMemoId}/cancel

PUT_CancelCreditMemo

Credit Memos /creditmemos/{creditMemoId}/pdfs

POST_CreditMemoPDF

Credit Memos /creditmemos/{creditMemoId}/taxationitems

POST_CM_TaxationItems

Custom Exchange Rates /custom-exchange-rates/{currency}

GET_CustomExchangeRates

Debit Memos /debitmemos/{debitMemoId}/items/{dmitemid}

GET_DebitMemoItem

Debit Memos /debitmemos/invoice/{invoiceId} POST_DebitMemoFromInvoice

Debit Memos /debitmemos POST_DebitMemoFromPrpc, GET_DebitMemos, and PUT_BatchUpdateDebitMemos

Debit Memos /debitmemos/{debitMemoId}/application-parts

GET_DebitMemoApplicationParts

Debit Memos /debitmemos/{debitMemoId}/items

GET_DebitMemoItems

Debit Memos /debitmemos/{debitMemoId}/cancel

PUT_CancelDebitMemo

Debit Memos /debitmemos/{debitMemoId} PUT_DebitMemo, GET_DebitMemo, and DELETE_DebitMemo

Debit Memos /debitmemos/{debitMemoId}/post

PUT_PostDebitMemo

Debit Memos /debitmemos/{debitMemoId}/unpost

PUT_UnpostDebitMemo

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Zuora REST V2 Object Relative Path to the Object Operation

Debit Memos /debitmemos/{debitMemoId}/emails

POST_EmailDebitMemo

Debit Memos /debitmemos/{debitMemoId}/pdfs

POST_DebitMemoPDF

Debit Memos /debitmemos/{debitMemoId}/taxationitems

POST_DM_TaxationItems

Describe /describe/{object} GET_Describe

Entities /entities POST_Entities and GET_Entities

Entities /entities/{id} PUT_Entities, GET_EntityById, and DELETE_Entities

Entities /entities/{id}/provision PUT_ProvisionEntity

Entity Connections /entity-connections GET_EntityConnections and POST_EntityConnections

Entity Connections /entity-connections/{connection-id}/accept

PUT_EntityConnectionsAccept

Entity Connections /entity-connections/{connection-id}/deny

PUT_EntityConnectionsDeny

Entity Connections /entity-connections/{connection-id}/disconnect

PUT_EntityConnectionsDisconnect

Event Triggers /events/event-triggers POST_EventTrigger and GET_EventTriggers

Event Triggers /events/event-triggers/{id} GET_EventTrigger, PUT_EventTrigger, and DELETE_EventTrigger

Exports /object/export Object_POSTExport

Exports /object/export/{id} Object_GETExport

Features /object/feature/{id} Object_GETFeature and Object_DELETEFeature

Get Files /files/{file-id} GET_Files

HMAC Signatures /hmac-signatures POST_HMACSignatures

Hosted Pages /hostedpages Get_HostedPages

Imports /object/import Object_POSTImport

Imports /object/import/{id} Object_GETImport

Invoice Adjustments /object/invoice-adjustment Object_POSTInvoiceAdjustment

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Zuora REST V2 Object Relative Path to the Object Operation

Invoice Adjustments /object/invoice-adjustment/{id} Object_GETInvoiceAdjustment, Object_PUTInvoiceAdjustment, and Object_DELETEInvoiceAdjustment

Invoice Item Adjustments /object/invoice-item-adjustment/{id}

Object_GETInvoiceItemAdjustment and Object_DELETEInvoiceItemAdjustment

Invoice Items /object/invoice-item/{id} Object_GETInvoiceItem

Invoice Payments /object/invoice-payment Object_POSTInvoicePayment

Invoice Payments /object/invoice-payment/{id} Object_GETInvoicePayment and Object_PUTInvoicePayment

Invoice Split Items /object/invoice-split-item/{id} Object_GETInvoiceSplitItem

Invoice Splits /object/invoice-split/{id} Object_GETInvoiceSplit

Invoices /invoices PUT_BatchUpdateInvoices

Invoices /invoices/{invoiceId} PUT_UpdateInvoice

Invoices /invoices/{invoiceId}/application-parts

GET_InvoiceApplicationParts

Invoices /invoices/{invoiceId}/creditmemos

POST_CreditMemoFromInvoice

Invoices /invoices/{invoiceId}/debitmemos

POST_DebitMemoFromInvoice

Invoices /invoices/{invoice-id}/files GET_InvoiceFiles

Invoices /invoices/{invoice-id}/items GET_InvoiceItems

Invoices /invoices/{invoiceId}/write-off PUT_WriteOffInvoice

Invoices /invoices/{invoiceId}/emails POST_EmailInvoice

Invoices /invoices/{invoiceId}/reverse PUT_ReverseInvoice

Invoices /object/invoice/{id} Object_GETInvoice, Object_PUTInvoice, and Object_DELETEInvoice

Journal Runs /journal-runs POST_JournalRun

Journal Runs /journal-runs/{jr-number} GET_JournalRun and DELETE_JournalRun

Journal Runs /journal-runs/{jr-number}/cancel PUT_JournalRun

Mass Updater /bulk POST_MassUpdater

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Zuora REST V2 Object Relative Path to the Object Operation

Mass Updater /bulk/{bulk-key} GET_MassUpdater

Mass Updater /bulk/{bulk-key}/stop PUT_MassUpdater

Notifications /notification-definitions POST_Create_Notification_Definition and GET_Query_Notification_Definitions

Notifications /notification-definitions/{id} PUT_Update_Notification_Definition, GET_Get_Notification_Definition, and DELETE_Delete_Notification_Definition

Notifications /notifications/email-templates POST_Create_Email_Template and GET_Query_Email_Templates

Notifications /notifications/email-templates/{id}

PUT_Update_Email_Template, GET_Get_Email_Template, and DELETE_Delete_Email_Template

Notifications /notification-history/callout GET_CalloutHistory

Notifications /notification-history/email GET_EmailHistory

OAuth /oauth/token CreateToken

Operations /operations/invoice-collect POST_TransactionInvoicePayment

Operations /operations/billing-preview POST_BillingPreview

Orders /orders POST_Order and GET_AllOrders

Orders /orders/preview POST_PreviewOrder

Orders /orders/{orderNumber} GET_Order and DELETE_Order

Orders /orders/{orderNumber}/billingInfo

GET_OrderBillingInfo

Orders /orders/{orderNumber}/evergreenMetrics/{subscriptionNumber}

GET_OrderMetricsforEvergreenSubscription

Orders /orders/invoiceOwner/{accountNumber}

GET_OrdersByInvoiceOwner

Orders /orders/subscriptionOwner/{accountNumber}

GET_OrdersBySubscriptionOwner

Orders /orders/subscription/{subscriptionNumber}

GET_OrdersBySubscriptionNumber

Orders /orders/term/{subscriptionNumber}

GET_SubscriptionTermInfo

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Zuora REST V2 Object Relative Path to the Object Operation

Orders /orders/{orderNumber}/ratedResults

GET_OrderRatedResult

Orders /invoices/{invoiceNumber}/amountBreakdownByOrder

GET_BreakdownInvoiceByOrder

Orders /orders/{orderNumber}/customFields

PUT_UpdateOrderCustomFields

Orders /subscriptions/{subscriptionNumber}/customFields

PUT_CustomFieldsByOrder

Orders orders/{orderNumber}/triggerDates

PUT_OrderTriggerDates

Payment Gateways /paymentgateways GET_Paymentgateways

Payment Method Snapshots /object/payment-method-snapshot/{id}

Object_GETPaymentMethodSnapshot and Object_DELETEPaymentMethodSnapshot

Payment Method Transaction Logs /object/payment-method-transaction-log/{id}

Object_GETPaymentMethodTransactionLog

Payment Methods /payment-methods POST_PaymentMethod

Payment Methods /payment-methods/credit-cards POST_PaymentMethods

Payment Methods /payment-methods/credit-cards/accounts/{account-key}

GET_PaymentMethods and GET_PaymentMethodsCreditCard

Payment Methods /payment-methods/credit-cards/{payment-method-id}

PUT_PaymentMethods and PUT_PaymentMethodsCreditCard

Payment Methods /payment-methods/{payment-method-id}

DELETE_PaymentMethods

Payment Methods /payment-methods/decryption POST_PaymentMethodsDecryption

Payment Methods /payment-methods/{payment-method-id}/verify

PUT_VerifyPaymentMethods

Payment Methods /payment-methods/{payment-method-id}/scrub

PUT_ScrubPaymentMethods

Payment Methods /payment-methods/{payment-method-id}/authorize

POST_CreateAuthorization

Payment Methods /payment-methods/{payment-method-id}/voidAuthorize

POST_AuthorizePaymentMethod

Payment Methods /object/payment-method Object_POSTPaymentMethod

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Zuora REST V2 Object Relative Path to the Object Operation

Payment Methods /object/payment-method/{id} Object_GETPaymentMethod, Object_PUTPaymentMethod, and Object_DELETEPaymentMethod

Payment Runs /payment-runs POST_PaymentRun and GET_PaymentRuns

Payment Runs /payment-runs/{paymentRunId} PUT_PaymentRun, GET_PaymentRun, and DELETE_PaymentRun

Payment Runs /payment-runs/{paymentRunId}/summary

GET_PaymentRunSummary

Payment Transaction Logs /object/payment-transaction-log/{id}

Object_GETPaymentTransactionLog

Payments /payments/{paymentId}/unapply PUT_UnapplyPayment and POST_UnapplyPayment

Payments /payments/{paymentId}/parts GET_PaymentParts

Payments /payments/{paymentId}/parts/{partid}/itemparts

GET_PaymentItemParts

Payments /payments/{paymentId}/apply PUT_ApplyPayment and POST_ApplyPayment

Payments /payments/{paymentId}/refunds POST_RefundPayment

Payments /payments POST_CreatePayment, GET_RetrieveAllPayments

Payments /payments/{paymentId}/parts/{partid}

GET_PaymentPart

Payments /payments/{paymentId}/parts/{partid}/itemparts/{itempartid}

GET_PaymentItemPart

Payments /payments/{paymentId}/transfer PUT_TransferPayment and POST_TransferPayment

Payments /payments/{paymentId}/cancel PUT_CancelPayment

Payments /payments/{paymentId} PUT_UpdatePayment, GET_Payment, and DELETE_Payment

Payments /object/payment Object_POSTPayment

Payments /object/payment/{id} Object_GETPayment, Object_PUTPayment, and Object_DELETEPayment

Product Features /object/product-feature/{id} Object_GETProductFeature and Object_DELETEProductFeature

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Zuora REST V2 Object Relative Path to the Object Operation

Product Rate Plan Charge Tiers /object/product-rate-plan-charge-tier/{id}

Object_GETProductRatePlanChargeTier

Product Rate Plan Charges /object/product-rate-plan-charge Object_POSTProductRatePlanCharge

Product Rate Plan Charges /object/product-rate-plan-charge/{id}

Object_GETProductRatePlanCharge, Object_PUTProductRatePlanCharge, and Object_DELETEProductRatePlanCharge

Product Rate Plans /rateplan/{product_id}/productRatePlan

GET_ProductRatePlans

Product Rate Plans /object/product-rate-plan Object_POSTProductRatePlan

Product Rate Plans /object/product-rate-plan/{id} Object_GETProductRatePlan, Object_PUTProductRatePlan, and Object_DELETEProductRatePlan

Products /object/product Object_POSTProduct

Products /object/product/{id} Object_GETProduct, Object_PUTProduct, and Object_DELETEProduct

Quotes Document /quotes/document POST_QuotesDocument

RSA Signatures /rsa-signatures POST_RSASignatures

RSA Signatures /rsa-signatures/decrypt POST_DecryptRSASignatures

Rate Plan Charge Tiers /object/rate-plan-charge-tier/{id} Object_GETRatePlanChargeTier

Rate Plan Charges /object/rate-plan-charge/{id} Object_GETRatePlanCharge

Rate Plans /object/rate-plan/{id} Object_GETRatePlan

Refund Invoice Payments /object/refund-invoice-payment/{id}

Object_GETRefundInvoicePayment

Refund Transaction Logs /object/refund-transaction-log/{id}

Object_GETRefundTransactionLog

Refunds /refunds/{refundId} PUT_UpdateRefund, GET_Refund and DELETE_Refund

Refunds /refunds/{refundId}/parts/{refundpartid}/itemparts

GET_RefundItemParts

Refunds /refunds GET_Refunds

Refunds /refunds/{refundId}/parts GET_RefundParts

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Zuora REST V2 Object Relative Path to the Object Operation

Refunds /refunds/{refundId}/parts/{refundpartid}

GET_RefundPart

Refunds /refunds/{refundId}/parts/{refundpartid}/itemparts/{itempartid}

GET_RefundItemPart

Refunds /refunds/{refundId}/cancel POST_CancelRefund

Refunds /object/refund Object_POSTRefund

Refunds /object/refund/{id} Object_GETRefund, Object_PUTRefund, and Object_DELETERefund

Revenue Events /revenue-events/{event-number} GET_RevenueEventDetails

Revenue Events /revenue-events/revenue-schedules/{rs-number}

GET_RevenueEventForRevenueSchedule

Revenue Items /revenue-items/charge-revenue-summaries/{crs-number}

GET_RevenueItemsByChargeRevenueSummaryNumber

Revenue Items /revenue-items/revenue-events/{event-number}

GET_RevenueItemsByChargeRevenueEventNumber and PUT_CustomFieldsonRevenueItemsByRevenueEvent

Revenue Items /revenue-items/revenue-schedules/{rs-number}

GET_RevenueItemsByRevenueSchedule and PUT_CustomFieldsonRevenueItemsByRevenueSchedule

Revenue Rules /revenue-recognition-rules/product-charges/{charge-key}

GET_RevenueRecRulebyProductRatePlanCharge

Revenue Rules /revenue-recognition-rules/subscription-charges/{charge-key}

GET_RevenueRecRules

Revenue Schedules /revenue-schedules/credit-memo-items/{cmi-id}

POST_RSforCreditMemoItem_ManualDistribution and GET_RSbyCreditMemoItem

Revenue Schedules /revenue-schedules/credit-memo-items/{cmi-id}/distribute-revenue-with-date-range

POST_RSforCreditMemoItem_DistributeByDateRange

Revenue Schedules /revenue-schedules/debit-memo-items/{dmi-id}

POST_RSforDebitMemoItem_ManualDistribution and GET_RSbyDebitMemoItem

Revenue Schedules /revenue-schedules/debit-memo-items/{dmi-id}/distribute-revenue-with-date-range

POST_RSforDebitMemoItem_DistributeByDateRange

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Zuora REST V2 Object Relative Path to the Object Operation

Revenue Schedules /revenue-schedules/invoice-items/{invoice-item-id}/distribute-revenue-with-date-range

POST_RSforInvoiceItem_DistributeByDateRange

Revenue Schedules /revenue-schedules/invoice-items/{invoice-item-id}

POST_RSforInvoiceItem_ManualDistribution and GET_RSbyInvoiceItem

Revenue Schedules /revenue-schedules/invoice-item-adjustments/{invoice-item-adj-key}/distribute-revenue-with-date-range

POST_RSforInvoiceItemAdjustment_DistributeByDateRange

Revenue Schedules /revenue-schedules/invoice-item-adjustments/{invoice-item-adj-key}

POST_RSforInvoiceItemAdjustment_ManualDistribution and GET_RSbyInvoiceItemAdjustment

Revenue Schedules /revenue-schedules/product-charges/{charge-key}/{account-key}

GET_RSbyProductChargeAndBillingAccount

Revenue Schedules /revenue-schedules/subscription-charges/{charge-key}

POST_RSforSubsCharge and GET_RSforSubscCharge

Revenue Schedules /revenue-schedules/{rs-number}/distribute-revenue-across-accounting-periods

PUT_RevenueAcrossAP

Revenue Schedules /revenue-schedules/{rs-number}/distribute-revenue-on-specific-date

PUT_RevenueSpecificDate

Revenue Schedules /revenue-schedules/{rs-number}/distribute-revenue-with-date-range

PUT_RevenueByRecognitionStartandEndDates

Revenue Schedules /revenue-schedules/{rs-number} GET_RS and DELETE_RS

Revenue Schedules /revenue-schedules/invoice-item-adjustments/{invoice-item-adj-id}/

GET_RSbyInvoiceItemAdjustment

Revenue Schedules /revenue-schedules/{rs-number}/basic-information

PUT_RSBasicInfo

Settings /settings/finance/revenue-automation-start-date

GET_RevenueAutomationStartDate

Subscription Product Features /object/subscription-product-feature/{id}

Object_GETSubscriptionProductFeature

Subscriptions /subscriptions/preview POST_PreviewSubscription

Subscriptions /subscriptions POST_Subscription

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Zuora REST V2 Object Relative Path to the Object Operation

Subscriptions /subscriptions/accounts/{account-key}

GET_SubscriptionsByAccount

Subscriptions /subscriptions/{subscription-key}

PUT_Subscription and GET_SubscriptionsByKey

Subscriptions /subscriptions/{subscription-key}/versions/{version}

GET_SubscriptionsByKeyAndVersion

Subscriptions /subscriptions/{subscription-key}/renew

PUT_RenewSubscription

Subscriptions /subscriptions/{subscription-key}/cancel

PUT_CancelSubscription

Subscriptions /subscriptions/{subscription-key}/resume

PUT_ResumeSubscription

Subscriptions /subscriptions/{subscription-key}/suspend

PUT_SuspendSubscription

Subscriptions /object/subscription/{id} Object_GETSubscription, Object_PUTSubscription, and Object_DELETESubscription

Summary Journal Entries /journal-entries POST_SummaryJournalEntry

Summary Journal Entries /journal-entries/journal-runs/{jr-number}

GET_AllSummaryJournalEntries

Summary Journal Entries /journal-entries/{je-number} GET_SummaryJournalEntry and DELETE_SummaryJournalEntry

Summary Journal Entries /journal-entries/{je-number}/cancel

PUT_SummaryJournalEntry

Summary Journal Entries /journal-entries/{je-number}/basic-information

PUT_BasicSummaryJournalEntry

Taxation Items /taxationitems/{id} PUT_TaxationItem, GET_TaxationItem, and DELETE_TaxationItem

Taxation Items /taxationitems/creditmemo/{memoId}

POST_CM_TaxationItems

Taxation Items /taxationitems/debitmemo/{memoId}

POST_DM_TaxationItems

Taxation Items /object/taxation-item Object_POSTTaxationItem

Taxation Items /object/taxation-item/{id} Object_GETTaxationItem, Object_PUTTaxationItem, and Object_DELETETaxationItem

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Zuora REST V2 Object Relative Path to the Object Operation

Transactions /transactions/invoices/accounts/{account-key}

GET_TransactionInvoice

Transactions /transactions/payments/accounts/{account-key}

GET_TransactionPayment

Unit Of Measure /object/unit-of-measure Object_POSTUnitOfMeasure

Unit Of Measure /object/unit-of-measure/{id} Object_GETUnitOfMeasure, Object_PUTUnitOfMeasure, and Object_DELETEUnitOfMeasure

Usage /usage POST_Usage

Usage /usage/accounts/{account-key} GET_Usage

Usage /object/usage Object_POSTUsage

Usage /object/usage/{id} Object_GETUsage, Object_PUTUsage, and Object_DELETEUsage

Users /users/{username}/request-access

PUT_SendUserAccessRequests

Users /users/{username}/accept-access

PUT_AcceptUserAccess

Users /users/{username}/deny-access PUT_DenyUserAccess

Users /users/{username}/accessible-entities

GET_EntitiesUserAccessible

When you use the Get operation, you can read maximum of 65,000 characters in a single call. If an error occurs while reading the records, reduce the limit specified for the Get operation and try again. For information about the operations, see the Zuora API documentation.

Zuora REST V2 Source OperationsCreate a Source transformation in the Mapping Task wizard to read data from Zuora.

When you select a Zuora REST V2 connection for a Source transformation in a mapping to read data from Zuora, you can select an operation from the list of operations.

After you specify the connection, specify the operation on the Source tab of the Source transformation.

Select the operation you require, configure the request message in JSON from the sample template provided, and configure the advanced properties for the operation.

If you want to write to a relational target, define a relational structure for the source data by mapping the incoming fields that is in hierarchical format to the output fields in relational format. When you run the mapping, the Secure Agent retrieves data for the specified operation from Zuora.

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Configuring a Request Using Request Message EditorWhen you create a Source transformation, configure an JSON request message for the operation that you want to perform in Zuora.

Use the Request Message Editor to create a request message. The request message is in JSON format and contains request parameters exposed by Zuora REST API for a specific operation. You can use the default request message for the operation and then customize the request message to specify the data that you want to include.

To customize your request, copy the request message from the sample template to the Request Message Editor pane where you can edit the JSON message and add the attributes for the request. Remove unnecessary and empty tags from the request message to avoid operation failure. You can hide the optional elements to see the mandatory elements required for the request message.

For example, you want to perform an operation GET_AllAccountingCodes using Zuora REST V2 Connector to retrieve reports for all users in a single call.

The following JSON sample shows the filters used for the GET_AllAccountingCodes operation:

{ "entityId" : "", "entityName" : "", "pageSize" : 0}

The following image shows the validated request message in a GET_AllAccountingCodes operation in the Mapping Designer:

The request message format in Zuora REST V2 Connector follows the service request definition in Zuora. Ensure that you use well-formed JSON formatting in the request message. You can verify if the JSON request is valid to ensure that the JSON matches the structure expected by the operation.

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Field Mapping in a Source TransformationThe response message format follows the service response definition in Zuora. You can map response fields from a hierarchical to a relational structure of output groups and fields.

After you configure an operation for a source and specify the request message, create the relational format from the hierarchical data to include groups and fields that you want in the output.

Select the elements in the response structure that you want to include as output fields. The Secure Agent converts the JSON response in the hierarchical structure to relational groups at run time.

The output groups along with the primary and foreign keys are generated. You can pause on the output field to view the XPath expression, which indicates which field the output field is mapped to in the response structure of the hierarchy tree.

The following image shows an example hierarchical response structure generated from the request JSON for the Get_AllAccountingCodes operation and the corresponding relational output fields for the response:

You can edit the data type, precision, and scale for the groups and fields after mapping the fields.

Zuora REST V2 Target OperationsCreate a Target transformation in the Mapping Task wizard to write data to Zuora. When you select a Zuora REST V2 connection for a Target transformation in a mapping, you can select an operation from the list of operations. When you want to write data that is in relational format to Zuora, the Secure Agent converts the relational data to a hierarchical format before writing to Zuora.

When you configure a Zuora target, you can select Operations on the Target tab to display the list of operations. The Secure Agent creates target fields based on the request message structure of the operation you select on the Target tab.

When you write data to Zuora, the Secure Agent includes all the incoming fields from the source, by default. You can exclude the incoming fields, if required. You can add multiple input sources to write data to Zuora target object and define the primary and foreign key relationships between the input sources before you run the mapping. Each input source appears as separate group in the Field Mapping tab in the target transformation. You can define key relationships on the Field Mapping tab.

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File Preparation for Target TransformationTo write data to Zuora, the source file must include the container with the processing options and the wrapper referential elements to perform the specified operation in Zuora.

For information about the required business process parameters and the wrapper elements, see the request elements for the specified operation in the Zuora web service directory. You need to prepare a file to include the wrapper elements along with the data that you want to write to Zuora. You can add the processing options in an Expression transformation later when you write the data to Zuora.

When you run the mapping, the Secure Agent writes data to a configured target .csv file. Later, use this file as a source from which you write data to Zuora.

Field Mapping in a Target TransformationYou can map fields that are in a relational structure to the hierarchical structure used by a Zuora target.

On the Field Mapping tab for the Target transformation, the fields in the Target Fields appear in hierarchical format. The target fields are determined by the request message structure of the operation you select for the Target transformation.

Each source object displays as a group in the Input Fields area. You can select fields in the Input Fields area to map the fields to the request. If the input fields include multiple input groups, map the groups to the corresponding nodes in the request. Be sure to map all of the fields that you require in the request.

The following image shows an example of mapped input fields from the source file with the Zuora target in an operation to insert data into Accounting Code Types object:

Rules and Guidelines for Zuora REST V2 OperationsConsider the following rules and guidelines for Zuora REST V2 operations:

• To read large number of records from Zuora and increase the Secure Agent memory, you must edit the JVM options for DTM and INFA_MEMORY for Tomcat JRE.Specify JVMOption1 as -Xmx2048m, JVMOption2 as -Xmx2048m, and INFA_MEMORY as '-Xms256m -Xmx2048m -XX:MaxPermSize=128m' in the System Configuration Details section of the Secure Agent, and then restart the Secure Agent.

• When you select an operation for a Zuora source, target, or midstream, the Select Operation dialog box displays the first 200 operations that is listed in the Zuora Swagger API V1_2017_09_06 file. If the required operation is not listed, you must search for the operation that you want to perform on the Zuora source, target, or midstream.

• When you select the Action_POSTQuery operation for a Zuora source, target, or midstream, the Field Mapping tab does not display the recordsArray field.

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C h a p t e r 4

Mappings and Mapping Tasks with Zuora REST V2

This chapter includes the following topics:

• Zuora REST V2 Source Transformation in Mappings, 29

• Zuora REST V2 Target Transformation in Mappings, 33

• Zuora REST V2 Midstream Transformation in Mappings, 35

Zuora REST V2 Source Transformation in MappingsWhen you configure a Source transformation, select the Zuora REST V2 connection and choose an operation to represent a Zuora source. You can parameterize a Zuora REST V2 connection.

When you select a Zuora REST V2 connection for a source, you can select an operation from the list of operations. You can use the request message template to configure the request message in a JSON format. You can parameterize the input values in the request message. Configure the advanced properties to set the tracing level and the cache size for the web service response.

You can view the response structure in the field mapping. When you map the elements from the response structure to the output fields, the Secure Agent creates the output groups, along with the primary and foreign keys for the field names. When you deploy the mapping in a mapping task and run the task, the Secure Agent reads the data from Zuora.

Source Transformation PropertiesYou can use one or more source transformations in a mapping. Use a Joiner transformation to join data from two sources.

When you select a source, the Properties panel displays the following information:

• General. Configure the name and a description for the source.

• Source. Select the connection and the operation, and configure the request options and advanced source properties.

• Field Mapping. Map elements of the response structure with the output fields.

• Fields. Edit the metadata source field metadata that you want to use in the mapping.

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Advanced Source PropertiesIn a mapping, you can configure a source to represent a Zuora source. For Zuora REST V2 connections used in Mapping Configuration tasks, you can configure advanced properties on the Source page of the Mapping Configuration Task wizard.

The following table describes the advanced properties that you can configure in a source:

Property Description

Tracing Level Amount of detail that appears in the log.Use the following tracing levels:- Terse- Normal- Verbose Initialization- VerboseDefault is normal.

Cache Size for Web Service Response (KB)

Memory available for the web service response. If the web service response contains many rows or columns, you might want to increase the cache size. Default is 100 KB.

Source Transformation Mapping ExampleYou are a payroll administrator and you want to extract accounting codes details for all employees from Zuora to a flat file using Zuora REST V2 connection.

To read data from Zuora and write to a flat file using Zuora REST V2 connection, perform the following tasks:

1. Create a Zuora REST V2 connection. Verify that you select the Swagger file that contains accounting codes object in the connection properties.The following image shows the configured Zuora REST V2 connection:

2. Create a flat file connection to write data to the flat file.

3. Create a Zuora REST V2 mapping.

4. Add a Source transformation. Specify a name and description in the general properties.

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5. On the Source tab, perform the following steps:

a. In the Connection field, select the configured Zuora REST V2 connection to connect to Zuora REST V2.

b. In the Operation field, select Get_AllAccountingCodes as the operation.The following image shows the GetAccountingCodes operations:

c. In the Request Options section, configure the request message in the following JSON format, specify the attributes in the message, and validate the message:

{ "entityId" : "", "entityName" : "", "pageSize" : 0}

The request message specifies the criteria to include accounting codes for all employees. You can hide the optional elements to see the mandatory elements required for the request message. You must have the Web Services Admin (Professional) or Can Administer (Standard) user role to use the user parameter.

d. In the Advanced Properties section, set the tracing level to Normal, and use the default cache size of 1024.

6. On the Field Mapping tab, select the elements, such as gIAccountName, gIAccountNumber, id, name, and status in the response structure that you want to map to the output fields.The following image shows the response structure on the left pane in a hierarchical format and the output groups on the right pane in a relational format:

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The Secure Agent creates two output groups, root and GETAccountingCodeItemWithoutSuccess, which results in two relational output files. Primary and foreign keys are auto-generated.

7. Add two Target transformations. Specify name and description in the general properties.

8. Select a flat file connection for the target transformations.

9. Draw a link to connect the GETAccountingCodeItemWithoutSuccess output group to the ZuoraRestV2_Read2_1.csv flat file. Draw another link to connect the root output group to the ZuoraRestV2_Read2_2.csv flat file.The following image shows the Select Output Group dialog box where you select the output group to write to each target:

10. On the Field Mapping tab, select the automatic field map option.The following image shows the target field mapping when you select the automatic field map option for the ZuoraRestV2_Read2_1.csv flat file:

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11. Save and run the mapping.The following image shows the Zuora REST V2 mapping:

Zuora REST V2 Target Transformation in MappingsWhen you select a Zuora REST V2 connection for a target, you can select an operation from the list of operations.

You can add multiple input groups into the Zuora REST V2 target and define the primary and foreign key relationships between the multiple input groups before the mapping.

Target Transformation PropertiesYou can configure target properties, such as target details and advanced properties, based on the connection type you select. Configure target transformation properties on the Target tab of the Properties panel.

When you select a target, the Properties panel displays the following areas and information:

• General. Defines the transformation name and a description.

• Incoming Fields. Includes the field rules that define the data written to the target. Allows a preview of target fields.

• Target. Defines the target connection, operation, and advanced options.

• Target Fields. Not applicable for Web Service targets.

• Field Mapping. Defines the field mappings from the upstream transformation to the target.

Advanced Target PropertiesIn a mapping, you can configure a target to represent a Zuora REST V2 target. For Zuora REST V2 target connections used in mapping tasks, you can configure advanced properties in the Targets page of the Mapping Task wizard.

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The following table describes the advanced properties that you can configure in a Target transformation:

Property Description

Cache Size for Web Service Request (KB)

Memory available for the web service request. If the web service request contains many rows or columns, you might want to increase the cache size. Default is 100 KB.

Transaction Commit Control

Control to commit or roll back transactions based on the set of rows that pass through the transformation. Use the transaction commit control if you have a large amount of data and you want to control how it is processed.

Target Transformation Mapping ExampleYou are an operation administrator and you want to create an Accounting Codes in Zuora using Zuora REST V2 connection.

To create an Accounting Codes object in Zuora from a flat file using Zuora REST V2 connection, perform the following tasks:

1. Create a flat file connection to read data from the flat file.

2. Create a Zuora REST V2 connection to write data to Zuora.The following image shows the configured Zuora REST V2 connection:

3. Create a Zuora REST V2 mapping.

4. Add a Source transformation to include the flat file object that contains the Accounting Codes information. Add the flat file connection.

5. Add a Target transformation to write the Accounting Codes data to Zuora. Perform the following tasks on the Target tab:

a. In the Connection field, select the Zuora REST V2 connection to connect to Zuora.

b. In the Operation field, select POST_AccountingCode as the operation.The following image shows the POST_AccountingCode in the list of write operations:

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c. In the Advanced Properties section, set the cache size and the transaction commit interval.

6. On the Field Mapping tab, select the input elements to map to the target fields.The following image shows all the mapped fields between the input file and the Zuora REST V2 target:

7. When you save and run the mapping in a mapping task, the Secure Agent creates the accounting codes in Zuora.The following image shows the Zuora REST V2 mapping:

Zuora REST V2 Midstream Transformation in Mappings

Before you configure a midstream transformation, you must create a business service from the Configure tab. You must select a Zuora REST V2 connection and an operation when you create a business service.

When you configure the midstream transformation, select the business service and the operation on the Web Service tab.

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You can map the incoming fields from source file to elements in request structure on the Request Mapping tab.

You can view the response structure on the Response Mapping tab. When you map the elements from the response structure to the output fields, the Secure Agent creates the output groups, along with the primary and foreign keys for the field names.

Advanced Midstream PropertiesThe following table describes the advanced properties that you can configure for a midstream transformation:

Property Description

Cache Size for Web Service Request (KB)

Memory available for the web service request. If the request is more than 100 KB, you can increase the cache size. Default is 100 KB.

Cache Size for Web Service Response (KB)

Memory available for the web service response. If the web service response contains many rows or columns, you might want to increase the cache size. Default is 100 KB.

Allow Input Flush Not applicable.

Transaction Commit Control Not applicable.

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A p p e n d i x A

Zuora REST V2 Data Type Reference

This appendix includes the following topics:

• Zuora REST V2 Data Type Reference Overview, 37

• Zuora REST V2 and Transformation Data Types, 37

Zuora REST V2 Data Type Reference OverviewData Integration uses the following data types in mappings and mapping tasks with Zuora:

Zuora native data types

Zuora data types appear in the parameters in the Zuora REST V2 operations and you cannot change these data types.

Transformation data types

Set of data types that appear in the remaining transformations. They are internal data types based on ANSI SQL-92 generic data types, which Data Integration uses to move data across platforms. Transformation data types appear in all remaining transformations in a mapping, or mapping task.

When Data Integration reads or writes Zuora data, it converts the native data types to the comparable transformation data types before transforming the data.

Zuora REST V2 and Transformation Data TypesThe following table lists the Zuora data types that Data Integration supports and the corresponding transformation data types:

Zuora Data Type Transformation Data Type Description

boolean string 1 to 65536 characters

double decimal Precision 31, scale 10

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Zuora Data Type Transformation Data Type Description

float decimal Precision 31, scale 10

integer integer -2,147,483,648 to 2,147,483,647Precision 12, scale 0

string string 1 to 65536 characters. In Zuora, string data type handles date/time values.

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I n d e x

Bbusiness service 35

CCloud Application Integration community

URL 5Cloud Data Integration web site

URL 5Cloud Developer community

URL 5connections

Zuora REST V2 9

DData Integration Community

URL 5data types

Zuora 37

Ffield mapping

cardinality 27foreign key 27primary key 27Target transformation 28XPath expression 27

IInformatica Global Customer Support

contact information 6

Mmaintenance outages 6mapping example

Source transformation 30Target transformation 34

midstream transformation advanced properties 36request mapping 35

midstream transformation (continued)response mapping 35web service 35

Ssource

field mapping 27read operations 25request message 26

source transformation advanced properties 30mappings 29properties 29

status Informatica cloud services 6

system status 6

Ttarget

operations 27target transformation

advance properties 33mappings 33properties 33

trust site description 6

Uupgrades 6

ZZuora

data types 37Zuora REST V2

supported transformations 7connection properties 9connector tasks 7Operations Overview 11

Zuora REST V2 connections overview 9

Zuora REST V2 Connector overview 7

39