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Knowledge Center > Insights > Zuora Connect Apps for Insights > Creating Zuora Connect Logins

Creating Zuora Connect Logins

Before you can set up an Insights Connector app in Zuora Connect, you must create Zuora Connect logins for the app to use. Each app requires two Zuora Connect logins:

  • A Zuora Connect login that enables the app to authenticate to Insights via the Export API or the Batch API.
  • A Zuora Connect login that enables the app to authenticate to an external system such as Marketo or Mixpanel.

When you set up the app, you specify the two logins that the app should use. The app can then synchronize data (in one direction only) between your Insights stream and the external system.

For guidance about the Zuora Connect logins that a particular app requires, see the app's setup instructions.

Create a Zuora Connect Login for Insights

This section explains how to create a Zuora Connect login to enable a Zuora Connect app to retrieve data from your Insights stream or send data to your Insights stream.

To create a Zuora Connect login:

  1. Submit a request at Zuora Global Support to obtain an API token for your Insights stream.

    Depending on the purpose of the app, request one of the following Insights API tokens:

    Purpose of Zuora Connect App Required Insights API Token

    Retrieve data from your Insights stream

    The Insights Export API token for your Insights stream

    Send data to your Insights stream

    An Insights Batch API token for your Insights stream

    Please include the name of the app in your request. Zuora Global Support will provide an Insights Batch API token specifically for that app.

    Zuora Global Support will send the Insights API token to a confirmed Insights administrator. See Global Support Scope for Insights for guidance about requesting and receiving Insights API tokens.

  2. Log in to Zuora Connect at https://www.zuora.com/connect/.

  3. In Zuora Connect, navigate to My Connect > Tenants.

    The Tenant Logins page opens.

  4. From the New Login menu, select Insights.

    The New Login dialog box opens:

  5. Enter the following authentication credentials in the New Login dialog box:

    Purpose of Zuora Connect App Authentication Credentials

    Retrieve data from your Insights stream

    Name - The name that you will use to identify the login in Zuora Connect. For example, "Insights Export API"

    API Token - The Insights Export API token that Zuora Global Support provided to you

    Url - nw1.api.insights.zuora.com/api/

    Send data to your Insights stream

    Name - The name that you will use to identify the login in Zuora Connect. For example, "Insights Batch API target for Mixpanel connector"

    API Token - The Insights Batch API token that Zuora Global Support provided to you

    Url - nw1.files.insights.zuora.com/api/

  6. Click Save Login.

    Zuora Connect creates a login.

  7. To display the login on the Tenant Logins page, click  refresh.

    For example:

Create a Zuora Connect Login for an External System

This section explains how to create a Zuora Connect login to enable a Zuora Connect app to access an external system such as Marketo or Mixpanel.

To create a Zuora Connect login:

  1. Log in to Zuora Connect at https://www.zuora.com/connect/.

  2. In Zuora Connect, navigate to My Connect > Tenants.

    The Tenant Logins page opens.

  3. From the New Login menu, select the name of the external system. 

    The New Login dialog box opens.

  4. Enter the following authentication credentials in the New Login dialog box:

    External System Authentication Credentials

    Marketo

    Client Id, Client Secret - The Client ID and Client Secret for a Custom Service in your Marketo instance. Client IDs and Client Secrets for Custom Services are listed in your Marketo instance's LaunchPoint area

    Client Url - The hostname of the REST API endpoint for your Marketo instance. For example, 064-CCJ-768.mktorest.com. Do not include /rest or /identity. The REST API endpoint is listed in your Marketo instance's Web Services area

    Mixpanel

    Account name - The name that you will use to identify the login in Zuora Connect. For example, the name of your Mixpanel project

    Password - The API secret for your Mixpanel project. The API secret is listed in your Mixpanel project's settings area

    Url - data.mixpanel.com/api/2.0/export/

  5. Click Save Login.

    Zuora Connect creates a login.

  6. To display the login on the Tenant Logins page, click  refresh.

    For example:

Last modified
20:33, 28 Jun 2017

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