Setup Zuora Connector for Generic Postgres
Configure Your Generic Postgres Destination
To configure your Generic Postgres destination within the Zuora Connector you must set up Generic Postgres database credentials, manage permissions, configure access to the database, and follow other necessary configurations to facilitate a smooth data transfer process from Zuora to Generic Postgres.
Prerequisites
- If your Postgres database is protected by security groups or other firewall settings, you will need to have the data-syncing service's static IP available to complete Step 1.
Step 1: Allow access
- Create a rule in a security group or firewall settings to:
- whitelist incoming connections to your host and port (usually
5432
) from the static IP. - whitelist outgoing connections from ports
1024
to65535
to the static IP.
Step 2: Create writer user
Create a database user to perform the writing of the source data.
- Open a connection to your PostgreSQL database.
- Create a user for the data transfer by executing the following SQL command.
-
CREATE USER <username> PASSWORD '<some-password>';
-
- Grant user
create
andtemporary
privileges on the database.create
allows the service to create new schemas andtemporary
allows the service to create temporary tables.-
GRANT CREATE, TEMPORARY ON DATABASE <database> TO <username>;
-
If the By default, the service creates a new schema based on the destination configuration (in the next step). If you prefer to create the schema yourself before connecting the destination, you must ensure that the writer user has the proper permissions on the schema, using
|
Step 4: Add Your Destination
- After completing the initial setup, provide the host address of your Generic Postgres database to a Zuora representative. They will use this information to create a connection link for you.
- Using the provided link, you can securely input your Generic Postgres details, including the port, database name, schema, and authentication credentials.
- Once you fill in these details and test the connection, saving the destination will initiate the onboarding process and begin transferring data from Zuora to your Generic Postgres database.
Verification and Data Transfer
Once data synchronization is configured with the Generic Postgres connector, the data is automatically transferred to the specified Postgres database. This enables direct access and querying of the data within your Postgres environment or through compatible data analysis tools. You can seamlessly manage and analyze this data within your Postgres ecosystem.
Format of Transferred Data
For Generic Postgres, the transferred data will be loaded as properly typed tables within a single schema in the database. Additionally, a special _transfer_status
table will be created within the schema to record transfer metadata, specifically including a transfer_last_updated_at
timestamp for each table. This table helps track the last update time for the transferred data, facilitating data management and synchronization processes