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Extracting data to store copies locally

Zuora

Extracting data to store copies locally

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Provides information about self-serve functionalities that enable you to export and store your data.

Data about your organization stored on Zuora’s servers can be exported and stored on your servers for backup. Zuora provides self-service functionality that enables you to export and store data.

If you have technical questions about this article, submit a request at Zuora Global Support.

Exporting your data from Zuora’s servers

To backup your data, Zuora provides you with the following tools:

  • Data Warehouse Connectors - You can use your own Snowflake account integrated with Zuora to share data securely with data consumers across regions and cloud platforms. Snowflake accounts support cross-region data sharing hosted on provisioned AWS or Azure regions.
    Zuora continuously adds additional databases, data clouds, data warehouses, and data lake connectors. See Pre-Built Connectors for the latest list of connectors available to you. Contact your Zuora account team for licensing and provisioning details on Zuora’s pre-built connectors. 
     
  • Data Query - The Data Query feature enables you to export data from your Zuora tenant by performing asynchronous, read-only SQL queries. With the flexibility of SQL, you can use a single data query to retrieve data from multiple objects that have not been pre-joined by Zuora. See the following features of Data Query:
    • Supports SQL-based jobs to query all your tenant’s data;
    • Provides POST and GET API;
    • Provides a user interface for submitting queries through a text box under Platform > Data Query.
    • Supports encryption features when using personal RSA key pairs
    • All queries are asynchronous. Data Query does not support synchronous queries 
    • Supports read-only SQL statements. However, the Data Query does not support statements such as UPDATE, DELETE, INSERT, ALTER TABLE, and similar statements that can modify your data.
       
  • Reporting - Zuora’s reporting module delivers detailed transactional information. Using the user interface or the API, you can generate a standard or custom report manually or through a scheduled recurring job. This feature enables you to extract data for different use cases.

Download data from Zuora Revenue

To download your data, Zuora Revenue provides you with the following:

  • Reports - With Reports, you can Identify the list of relevant information required for your daily backup. Zuora Revenue provides you with 70+ out-of-the-box and custom reports that fall under the following report categories:

    • Transaction -  Extracts information related to the transactions, such as orders, invoices, credit memos, and so on, processed in Zuora Revenue with their contract details.
    • Revenue - Extracts detailed Revenue information related to your contracts with customers.
    • Accounting & Foreign Exchange - Extracts revenue sub-ledger accounting entries generated by Zuora Revenue that are posted to your General Ledger.
    • Audit & SOX - Tracks audit trail and user role definitions and exceptions.

For more information, see the overview of Zuora Revenue reports. To run and download reports from Zuora Revenue, see Work with reports and Download reports.

  • Data Query - The Data Query feature enables you to export data from your Zuora tenant by performing asynchronous, read-only SQL queries. With the flexibility of SQL, you can use a single data query to retrieve data from multiple objects that have not been pre-joined by Zuora.

    • Identify the data objects that must be exported from Zuora for your data backup. 
    • Navigate to Reports > Data Query to utilize the 19 data objects Zuora Revenue offers. See Zuora Revenue data object model. 
    •  Extract Revenue objects using the Data Query APIs. See Using Data Query through API.

Download data from Zuora Billing

To download your data, Zuora Billing provides you with the following:

  • Reports - You can Identify the list of relevant reports that are required for your daily backup. Zuora Billing, Payments, and Finance provides you with 50+ standard reports that fall under the following categories:

    • Billing and Cash Reports - Extracts information related to transactions such as Orders, invoices, credit memos, and so on that are processed in Zuora Billing.
    • Finance Revenue Reports - Extracts detailed revenue information related to the billing of customers.
    • Audit Reports - Tracks audit trail and user role definitions and exceptions.

All standard reports can be copied and edited into custom reports (see Standard Reports). You can schedule and run the reports you need, allowing you to export them using the UI and upload them to your system when needed. 

Alternatively, run scheduled Data Source exports to extract data using Zuora’s web service and/or API to extract the raw data source results. See Data Sources and Exports.

  • Data Query - The Data Query feature enables you to export data from your Zuora tenant by performing asynchronous, read-only SQL queries. With the flexibility of SQL, you can use a single data query to retrieve data from multiple objects that have not been pre-joined by Zuora.

    • Identify the data objects that must be extracted from Zuora for your data backup. 
    • Navigate to Platform >Data Query to utilize the 100 data objects Zuora Billing offers. See Overview of Data Query for more information on the available Billing objects and sample queries.  
    • Extract the Billing objects using Data Query APIs. See Using Data Query through API.