Zuora Connection Settings
Configure your organization's Zuora API connection settings
To establish the API connection to Zuora, you must configure the Zuora Connection Settings to authorize Zuora SOAP API for your Salesforce organization.
The Zuora Quotes Connection Settings are at the global level of your organization. If you have the Multi-entity enabled, all the Zuora entities in your org share the same user name and password. When you test the connection, you receive the connection status for each entity.
To configure Zuora connection settings:
- In Zuora Quotes, click the Zuora Config tab.
- On the Zuora Quotes Configuration Settings page, click Zuora Connection Settings.
- Click Edit Settings.
- Enter information for the configuration fields. The values that you enter in these fields depend on your Zuora and Salesforce configuration. The table below describes these fields in more detail.
Note: If you do not have an API User Name and API Password, you must create one. - Click Test Connection to verify the new connection setting to Zuora.
- Click Save.
The following fields are available to set up a connection to Zuora.
Field | Description | Required? | Legacy CPQ | CPQ X |
---|---|---|---|---|
SOAP API URL |
Specify the URL provided by Zuora, including the WSDL version that you want to use. This will typically be in the format: <Zuora Domain URL>/apps/services/a/<version> <Zuora Domain URL> depends on the Zuora environment:
The latest WSDL version can be found in the latest Zuora Release Notes, or in the downloaded WSDL file by navigating to Billing Settings > Download the Zuora WSDL in your Zuora tenant. For example:
|
Yes | ![]() |
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REST API URL |
The REST API URL is automatically generated based on the SOAP API URL field. For example, if you specified The following list provides all supported REST API URLs:
|
Yes | ![]() |
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API User Name |
Use the user name provided by Zuora. Zuora recommends that you use an API user for the connection setting so that the password does not expire. However, you can use either a UI or an API user to successfully establish a connection. |
Yes | ![]() |
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API Password | Use the password provided by Zuora. | Yes | ![]() |
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If you plan to use flexible billing, you must use OAuth, for which API client ID and API client secret are mandatory to enter in your Zuora connections. For information about flexible billing features in CPQ X, see Enable and use Flexible Billing Attributes.
Field | Description | Required? | Legacy CPQ | CPQ X |
---|---|---|---|---|
API Client Id |
When you create an OAuth client for a user, Zuora displays the information for these fields. For more information about how to generate the authentication credentials, see Create OAuth client for user. |
Yes | ![]() |
|
API Client Secret | Yes | ![]() |
Authorize the additional Zuora REST API
If you have installed Zuora Quotes 9.22+ or CPQ X is enabled in your organization, the Zuora REST API is automatically authorized. For a full list of REST API URLs, see Access to the URL.
However, if you upgrade Zuora Quotes from an version ealier than 9.22 to version 9.22+, you must manually authorize Zuora REST API. Otherwise, a warning will be reported when you click Test Connection to verify the connection setting to Zuora.
To authorize Zuora REST API:
- In Zuora Quotes, click the Zuora Config tab.
- On the Zuora Quotes Configuration Settings page, click Zuora Connection Settings.
- Click Edit Settings.
- Click Test Connection (You may need to authorize the Remote Site of Zuora REST API with the steps below.).
- Click Save.
To authorize the Remote Site of Zuora REST API:
- Navigate to Setup > Administrater > Security Controls > Remote Site Settings.
- Click Edit on the left of Zuora_Rest (Production) or Zuora_ApiSandbox_REST_API_Endpoint (Sandbox) on the All Remote Sites page.
- Tick the Active checkbox.
- Click Save.