Prerequisites for Creating a Connection

You must satisfy the following prerequisites to create a connection with the Zuora Adapter:

  • Create an OAuth client for a user using the Zuora admin account and obtain the client ID and client secret. See Create an OAuth Client for a User.
  • Create an OAuth provider in the Zuora application because it is required to trigger an integration designed with a Zuora Adapter trigger connection. See Add an OAuth 2.0 Provider. The client ID, client secret, scope, and access token URL are passed when you create an OAuth 2.O provider in the Zuora sandbox environment.

    Note:

    If the Unexpected error message is displayed in the Zuora sandbox environment, contact the Zuora support team and inquire about increasing the column size of the access token. This issue may occur due to the length of the access token. See Error When Obtaining an Access Token from Zuora.
  • Pass the Zuora minor version (for example, 224.0) in the request header when you use the fields that require a minor version. This minor version is required for the following operations:
    • Create a credit memo from a charge
    • Create credit memos