Export your data from Zuora servers

To backup your data, Zuora provides you with the following tools:

• Data Warehouse connectors

  You can use your own Snowflake account integrated with Zuora to share data securely with data consumers across regions and cloud platforms. Snowflake accounts support cross-region data sharing hosted on provisioned AWS or Azure regions. Zuora continuously adds additional databases, data clouds, data warehouses, and data lake connectors. Contact your Zuora account team for licensing and provisioning details on Zuora’s pre-built connectors.

• Data Query

  Data Query enables you to export data from your Zuora tenant by performing asynchronous, read-only SQL queries. With the flexibility of SQL, you can use a single data query to retrieve data from multiple objects that have not been pre-joined by Zuora. Review some of the Data Query features:

  • Supports SQL-based jobs to query all your tenant data

  • Provides POST and GET API

  • Provides a user interface for submitting queries through a text box under Extension Studio > Data Query

  • Supports encryption features when using personal RSA key pairs

  • All queries are asynchronous. Data Query does not support synchronous queries

  • Supports read-only SQL statements. Data Query does not support statements such as UPDATE, DELETE, INSERT, ALTER TABLE, and similar statements that can modify your data.

• Reporting

  The reporting module delivers detailed transactional information. Using the user interface or the API, you can generate a standard or custom report manually or through a scheduled recurring job to extract data for different use cases.

Download data from Zuora Revenue

To download your data, Zuora Revenue provides you with the following:

• Reports

  You can use reports to identify the list of relevant information required for your daily backup. Zuora Revenue provides you with 70+ out-of-the-box and custom reports in these categories:

  • Transaction

    Extracts information related to the transactions, such as orders, invoices, credit memos, and so on, processed in Zuora Revenue with their contract details

  • Revenue

    Extracts detailed Revenue information related to your contracts with customers

  • Accounting & Foreign Exchange

    Extracts revenue sub-ledger accounting entries generated by Zuora Revenue that are posted to your General Ledger

  • Audit & SOX

    Tracks audit trail and user role definitions and exceptions

• Data Query

  Data Query enables you to export data from your Zuora tenant by performing asynchronous, read-only SQL queries. With the flexibility of SQL, you can use a single data query to retrieve data from multiple objects that have not been pre-joined by Zuora.

  • Identify the data objects that must be exported from Zuora for your data backup.

  • Navigate to Extension Studio > Data Query to access the 19 data objects Zuora Revenue offers.

  • Extract Revenue objects using the Data Query APIs.

Download data from Zuora Billing

To download your data, Zuora Billing provides you with the following:

• Reports

  You can use reports to identify the list of relevant information required for your daily backup. Zuora Billing, Payments, and Finance provides you with 50+ standard reports in these categories:

  • Billing and Cash

    Extracts information related to transactions such as Orders, invoices, credit memos, and so on that are processed in Zuora Billing

  • Finance Revenue

    Extracts detailed revenue information related to the billing of customers

  • Audit

    Tracks audit trail and user role definitions and exceptions

You can create a copy of any of the standard reports to modify them into custom reports. You can schedule and run the reports you need, allowing you to export them using the UI and upload them to your system when needed. Alternatively, run scheduled Data Source exports to extract data using the Zuora web service or API to extract the raw data source results.

• Data Query

  Data Query enables you to export data from your Zuora tenant by performing asynchronous, read-only SQL queries. With the flexibility of SQL, you can use a single data query to retrieve data from multiple objects that have not been pre-joined by Zuora.

  • Identify the data objects that must be extracted from Zuora for your data backup.

  • Navigate to Extension Studio > Data Query to use the 100 data objects Zuora Billing offers.

  • Extract the Billing objects using Data Query APIs.