Note: You may need a tenant administrator in Zuora to create an account that has API write access to complete this procedure. (Zuora Support Article - Create an API User)
Zuora is a Source that SaaSync supports in syncing to a Destination. To get started syncing Zuora to a Destination via API:
- Create a SaaSync account (support article) or login to SaaSync if you already have an account,
- From the SaaSync Connections page, add Zuora as a Source (support article),
- Enter a name for the sync in the Name field,
4. Enter the Username and Password for the Zuora API user.
Your Zuora tenant administrator might be needed to setup the API user role, and to create an API user with that role. (Zuora Support Article - Create an API User)
5. Select Connect to Zuora
Next Steps
Notifying SaaSync of invoices & credit memos that have been deleted from Zuora