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Setup Zuora Connector for SQL Server

Zuora

Setup Zuora Connector for SQL Server

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Provides detailed instructions for setting up the Zuora Connector for SQL Server.

Configure your SQL Server Destination

To configure your SQL Server destination within the Zuora Connector, you must set up MySQL database credentials, manage permissions, configure access to the database, and make other necessary configurations to facilitate a smooth data transfer process from Zuora to SQL Server.

  • If your SQL Server database is protected by security groups or other firewall settings, you will need to have the data-syncing service's static IP available to 
  • Confirm that your SQL Server database is configured to allow TCP/IP connections.

Step 1: Allow access

Create a rule in a security group or firewall settings to whitelist:

  • incoming connections to your host and port (usually 1433) from the static IP.
  • 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 SQL Server database.
  2. Create a user for the data transfer by executing the following SQL command. This should be the target destination database. 
    • USE <database>; 
CREATE LOGIN <username> WITH PASSWORD = '<password>'; 
CREATE USER <username> FOR LOGIN <username>;
  3. Grant user CREATE TABLE privileges on the database.

    Understanding the CREATE TABLE permission in SQL Server

    The CREATE TABLE permission is a database-level permission that allows for the creation of new tables in a given database. The user must also have the ALTER permission granted on a given schema in order to create new tables in that schema (see the next step for details).

    		 
    • GRANT CREATE TABLE TO <username>;

  4. Grant user CREATE SCHEMA privileges on the database (if the schema does not exist).

    • GRANT CREATE SCHEMA TO <username>;

If the SCHEMA already exists

By default, the service creates a new schema based on the destination configuration. If you prefer to create the schema yourself before connecting the destination, you may must ensure that the writer user has the proper permissions on the schema, using GRANT SELECT, INSERT, UPDATE, DELETE, ALTER ON SCHEMA :: TO ;.

If the SCHEMA already exists, the user does not need the GRANT CREATE SCHEMA permission.

 

Step 3: Add your destination

  1. After completing the initial setup, provide the host address of your SQL Server 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 SQL Server 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 SQL Server database.

Verification and Data Transfer

Once data synchronization is configured with the SQL Server connector, the data is automatically transferred to the specified SQL Server database. This enables direct access and querying of the data within your SQL Server environment or through compatible data analysis tools. You can seamlessly manage and analyze this data within your SQL Server ecosystem.

Format of Transferred Data

For SQL Server, 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.