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Install an App From Within Zuora Connect

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After you have purchased an app, you can install the app in your Zuora tenant.

This article explains how to install apps from within Zuora Connect. You can also install apps from within your Zuora tenant. See Connect Marketplace for more information.

Install an App

To install an app from within Zuora Connect:

  1. Log into Zuora Connect.

  2. Navigate to My Connect > Tenants.

    The Tenant Logins page opens.

  3. Locate the Zuora Connect login for your Zuora tenant, then hover and click Apps.

    For example:

    My_Connect_Zuora_Tenant_Login.png

    An overview page for your Zuora tenant opens.

  4. Click the Apps tab:

    My_Connect_Apps.png

  5. Click New, then select the app that you want to install.

    The New Configuration dialog box opens:

    My_Connect_New_Configuration.png

  6. Enter the following details in the New Configuration dialog box:

    • Name - Used to describe the instance of the app. Enter a name that will help you to identify the app.
    • Run Mode - If there are multiple run modes available, see the app's documentation for how to choose a run mode.
    • Execution - Select External unless otherwise specified in the app's documentation. Contact your Engagement Manager or Zuora Global Support if you have further questions.
    • Build Name - Select Production - US unless otherwise specified in the app's documentation. Contact your Engagement Manager or Zuora Global Support if you have further questions.
    • Source, Target, etc - Select the Zuora Connect login that has the authentication details of your Zuora tenant. If you are required to select multiple Zuora Connect logins, see the app's documentation for more information.
  7. Click Create.

Zuora Connect starts an instance of the app.

You are now ready to configure and use the app. See the app's documentation for how to configure and use the app.

What's Next

If you hover over the instance of the app, Zuora Connect displays an Actions menu that you can use to manage the instance:

My_Connect_Instance_Actions.png

The available actions include:

  • Edit Task - Modify the details that you entered in the New Configuration dialog box.
  • Stop Task - Stop the instance of the app.
  • Share Task - Share the app instance with another user.
  • Launch - View the user interface of the app.
  • Favorite - Pin the app to the Zuora Connect dashboard.
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