Load Zuora data to Microsoft SQL Server

Zuora’s v1 REST API provides operations for storefront integration, subscriber and account management, revenue schedules, and manipulation of Zuora object-model resources. Everything needed to build a working Zuora → Microsoft SQL Server pipeline is on this page: the API's base URL, authentication, endpoints, pagination and incremental field — plus a prompt that hands the whole job to your coding agent.

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Build your Zuora to Microsoft SQL Server pipeline

Paste this prompt into Claude, Codex, or Cursor. The agent does the rest.

That scaffolds a dltHub workspace and installs the dltHub AI harness — the project rules, the secrets-management skill, and the dlt MCP server your agent needs to work safely. From there it reads the Zuora API, proposes the endpoints to load, then writes, runs and validates the pipeline while you review rather than type. Credentials are inspected through MCP tools, so your agent never reads secrets.toml itself. How the LLM-native workflow works →

Prefer to write it yourself? Every fact the agent uses is below.

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Zuora API at a glance

These values come from the Zuora API reference — the authoritative source if anything here looks out of date.

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How do I authenticate with the Zuora API?

Obtain a token with POST /oauth/token using Content-Type: application/x-www-form-urlencoded and form fields client_id, client_secret, and grant_type=client_credentials; do not send Authorization or other authentication headers to the token endpoint. Use the returned access_token on subsequent requests as Authorization: Bearer <access_token>. The API reference also documents Accept: application/json for the token request.

1. Get your credentials

1. Sign in to the Zuora tenant UI as an administrator or ask your tenant administrator to do this; Zuora states that API credentials are created by the customer’s Zuora administrator. 2. In the Zuora UI, open Administration or Settings, then navigate to Manage OAuth Clients / OAuth Clients (the exact menu label can vary by UI version). 3. Create a new OAuth client, give it a specific descriptive name, and select the Client Credentials grant type if prompted. 4. Click Create and immediately copy the displayed Client ID and Client Secret; Zuora displays the secret only once, so store it in a secrets manager or environment variables. 5. Use the tenant-specific REST base URL. For the requested production configuration use https://rest.zuora.com; sandbox tenants use their corresponding sandbox URL only as a note, such as https://rest.apisandbox.zuora.com, https://rest.sandbox.na.zuora.com, or https://rest.test.zuora.com. 6. Request a bearer token with POST https://rest.zuora.com/oauth/token, using Content-Type application/x-www-form-urlencoded and the fields client_id, client_secret, and grant_type=client_credentials. Do not send an Authorization, apiAccessKeyId, or apiSecretAccessKey header on this token request. 7. Send the returned access_token as Authorization: Bearer on subsequent v1 REST requests. Cache and reuse the token until near its one-hour expiry rather than requesting one for every API call.

2. Add them to .dlt/secrets.toml

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[sources.zuora_source]
client_id = "your_zuora_oauth_client_id"
client_secret = "your_zuora_oauth_client_secret"

dlt reads this file automatically at runtime. With the harness, the setup-secrets skill prompts you for the values and never handles the raw credential in chat. For production, see setting up credentials with dlt.

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What Zuora data can I load into Microsoft SQL Server?

These are the Zuora endpoints dlt can load into Microsoft SQL Server:

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How do I load only new Zuora records?

Zuora exposes updateddate on object-query/accounts, so dlt can request only the records that changed since the last run. Set it as the cursor_path and dlt tracks the high-water mark for you between runs.

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{"name": "accounts", "endpoint": {
    "path": "object-query/accounts",
    "data_selector": "data",
    "incremental": {"cursor_path": "updateddate", "initial_value": "2024-01-01T00:00:00Z"},
}}

On the first run dlt loads everything from initial_value; on every run after that it requests only what changed and appends with write_disposition="merge" if you set a primary key. See incremental loading.

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What does the generated Zuora pipeline look like?

A standard dlt REST API pipeline — the same code you would write by hand, loading oauth/token and objects from the Zuora API into Microsoft SQL Server:

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import dlt
from dlt.sources.rest_api import RESTAPIConfig, rest_api_resources

@dlt.source
def zuora_source(oauth_client=dlt.secrets.value):
    config: RESTAPIConfig = {
        "client": {
            "base_url": "https://rest.zuora.com",
            "auth": {"type": "bearer", "token": oauth_client},
        },
        "resources": [
            {"name": "accounts", "endpoint": {"path": "object-query/accounts", "data_selector": "data"}},
            {"name": "custom_object_records", "endpoint": {"path": "objects/records/default/{object}", "data_selector": "records"}}
        ],
    }
    yield from rest_api_resources(config)


def load_zuora_to_mssql() -> None:
    pipeline = dlt.pipeline(
        pipeline_name="zuora_pipeline",
        destination="mssql",
        dataset_name="zuora_data",
    )
    load_info = pipeline.run(zuora_source())
    print(load_info)


if __name__ == "__main__":
    load_zuora_to_mssql()

Run it with uv run python zuora_pipeline.py. The agent iterates on this until it loads cleanly — you review and approve, rather than write it from scratch.

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How do I query Zuora data in Microsoft SQL Server?

dlt creates one table per resource. Query the loaded data with Python or SQL — or ask your agent to, through the MCP server's execute_sql_query tool.

Python (pandas DataFrame):

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import dlt

data = dlt.pipeline("zuora_pipeline").dataset()
df = data.accounts.df()
print(df.head())

SQL:

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SELECT * FROM zuora_data.accounts LIMIT 10;

See querying your data with dataset and exploring it in marimo notebooks.

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How do I deploy the Zuora to Microsoft SQL Server pipeline in production?

The pipeline runs locally, which is ideal for prototyping and one-off analysis. When you need it on a schedule, monitored on every load, and shared with your team, deploy the same dlt code on the dltHub platform — no infrastructure to maintain. The prompt above already ends with "run it on dltHub", so your agent can take it there directly.

• Deploy & schedule — run the pipeline as a managed job with automatic retries.
• Monitor — observable job queues, alerting, and load metrics for every run.
• Transform — promote raw Zuora loads into governed, documented models.
• Visualize & share — explore data in notebooks and publish live dashboards instead of static screenshots.

Book a demo →

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What other destinations can I load Zuora data to?

dlt loads into any of these — only the destination argument changes:

Set dlt.pipeline(destination="snowflake") and add credentials in .dlt/secrets.toml. On the dltHub platform the same pipeline runs against a managed Iceberg lakehouse. See the full destinations list.

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Next steps

• Ready for production? Book a demo of the dltHub platform →
• dlt LLM-native workflow docs
• REST API source reference
• Join the dlt community on Slack