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, 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. 
2. Using the provided link, you can securely input your Generic Postgres details, including the port, database name, schema, and authentication credentials. 
3. 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.