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Overview

To authenticate with Zuora, you need:

1. Subdomain - The Subdomain for your Zuora Base URL associated with your specific Zuora Data Center.
2. Client ID - A unique identifier for your client.
3. Client Secret - A confidential key used to authenticate the identity of the application (client).

This guide will walk you through obtaining these credentials within Zuora.

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Prerequisites:

• You must have an account with Zuora.

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Instructions:

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Step 1: Finding your Zuora Subdomain

• Each environment uses a different base URL. Please visit Base URL to find the appropriate Zuora Subdomain for your environment. The Subdomain is the portion of the Base URL between https:// and .zuora.com.
• In our example below, for US API Sandbox, Cloud 1 the Base URL is https://rest.sandbox.na.zuora.com and thus we will have rest.sandbox.na as our Subdomain.

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Step 2: Generating your Client Credentials

1. Login to your Zuora account.
2. Go to Settings > Administration > Manage User Roles and click Add New Role.
3. Name the role (e.g., API Write Role) and enable API Write Access, then click Save.
4. Navigate to Settings > Administration > Manage Users and click Add Single User.
5. Enter the required details: first name, last name, work email, and a descriptive login name (e.g., APIWriteAccess@yourcompany.com).
6. Assign the newly created role (e.g., API Write Role) to the Zuora Platform Role field.
7. Save the user and set the password using the email sent to the provided work email.
8. After setting the password, go to Manage Users and select the created user.
9. Scroll to the New OAuth Client section and specify a name and description for the client.
10. Click Create to generate the Client ID and Secret. Save these credentials securely, as the secret is only shown once.

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Step 3: Enter credentials in the Connect UI

Once you have your Subdomain, Client ID and Client Secret:

1. Open the form where you need to authenticate with Zuora.
2. Enter your Subdomain, Client ID and Client Secret in their designated fields.
3. Submit the form, and you should be successfully authenticated.

You are now connected to Zuora.