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Retrieve: Export

Zuora

Retrieve: Export

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This task exports data from your Zuora data source based on the conditions you define. The exported data is saved in a CSV file and available for use by subsequent tasks. 

When you create a new data export task, you need to select a data object as the main object to export data from. All data objects that are pre-joined with this data object are also available for export.

The export task uses Export ZOQL for building queries. 

The task supports five aggregate functions (Min, Max, Count, Average, and Sum). Average and Sum are only available for some data fields.

You can have up to 4 concurrent query tasks in your Workflow instance. 

  • Once a data export task is created, you cannot change the data object, but you can adjust the data fields and modify the conditions at any time.
  • The order of the columns in the CSV file cannot be specified explicitly in this data export task.

Difference between Export and Query

Both the export and query tasks can be used for data retrieval.

The export task retrieves data asynchronously. It initiates the request and checks the status of the data retrieval process later. When the status indicates that all data is retrieved, it exports the data in a CSV file. The export task does not have a limit on the amount of data entries in the result. You can select multiple data objects (the main object and the pre-joined objects) to export data from. The data export task uses Export ZOQL for building queries. 

The query task retrieves data synchronously. It initiates the request and waits for the data to be returned. The maximum amount of data entries in a query task is 2000. You can only select one data object to query data from.

If your workflow requires synchronous data retrieval or runs multiple times per minute, consider using the data query task. Frequent export requests may degrade the performance significantly. 

Task Settings

Fields Tab

  • Object - Select the main data object to export data from. Objects that are pre-joined with this data object are also available for selection.
  • Click a data object from the left panel to display all available data fields in that object.
  • Tick the Enabled checkbox to include a data field. 
  • Optionally, select an aggregate function to return aggregated data for a data field. Click the Aggregation button to change the aggregate function to be used. The available aggregate functions include Min, Max, Count, Average, and Sum. 
    • Min - Returns the minimum value in the set of results for a data field.
    • Max - Returns the minimum value in the set of results for a data field.
    • Count - Returns the number of results (entries) for a data field.
    • Average - Returns the average of all values in the set of results for a data field. 
    • Sum - Returns the sum of all values in the set of results for a data field. 

Conditions Tab

Enter a query in the query text field. The two dropdown lists are intended to help you enter object fields and workflow data fields in your query. To learn more about Export ZOQL, click the links to the Zuora Export Filter Statement Guide and Zuora Export Dates/Times Guide.

If a query returns no results, the subsequent tasks in the workflow will have no data to process. If you want the workflow to stop in this case, select Stop subsequent tasks if query returns no records.

You can use the Encrypted and Zipped options to define the encryption and compression support for the exported files. It is recommended to keep the zipped format to stay under Zuora limits for Data Source Exports.