Setup Zuora Connector for 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 to 65535 to the static IP.

Step 2: Create writer user

Create a database user to perform the writing of the source data.

1. Open a connection to your PostgreSQL database.
2. Create a user for the data transfer by executing the following SQL command.

   • CREATE USER <username> PASSWORD '<some-password>';
     

3. Grant user create and temporary privileges on the database. create allows the service to create new schemas and temporary allows the service to create temporary tables.

   • GRANT CREATE, TEMPORARY ON DATABASE <database> TO <username>;
     

Step 4: Add Your Destination

1. After completing the initial setup, access the Generic Postgres connector setup UI to start the provisioning process. To do this, you will need access to the Integration Hub. See Integration Hub to complete the installation.
2. Follow this article to link your Connect account to your Zuora account and install the app. If you face any issues, raise a support ticket and stay in touch with your account representative for the necessary access to the Integration Hub UI.
3. Once you have access, go to the Marketplace menu and select Integration Hub UI.
4. Search for Zuora Connector for Generic Postgres and select it.
5. You will see three tabs: Overview, Setup, and Status.
6. In the Setup tab, click Configure, enter the required details, and select objects for synchronization.
7. Click Test Connection. If successful, click Save Destination to finalize the setup. This will initiate the onboarding process.
8. After onboarding, the connector’s Status will change to Active, and you will see status data in the Status tab after the first successful transfer.
9. Alternatively, If you encounter issues gaining access to this UI, share your Generic Postgres host address with a Zuora representative. They will assist in creating a connection link. Use the provided connection link to securely input your Generic Postgres details, including the port, database name, schema, and authentication credentials information to complete the setup.

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.