From 4d39362de829d9d2e9bdbac9c93a928b61980995 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?M=C3=A9lanie=20Vistry?= Date: Mon, 25 May 2026 14:46:18 +0200 Subject: [PATCH 1/7] Added OAuth info --- _saas-integrations/zuora/zuora-latest.md | 47 +++++++++++++++++++++--- 1 file changed, 42 insertions(+), 5 deletions(-) diff --git a/_saas-integrations/zuora/zuora-latest.md b/_saas-integrations/zuora/zuora-latest.md index da035c586..51fff38a3 100644 --- a/_saas-integrations/zuora/zuora-latest.md +++ b/_saas-integrations/zuora/zuora-latest.md @@ -63,16 +63,22 @@ feature-summary: | # -------------------------- # requirements-list: - - item: "**Administrator permissions in {{ integration.display_name }}.** These permissions are required to create a {{ integration.display_name }} user for Stitch." + - item: "**Administrator permissions in {{ integration.display_name }}.** These permissions are required to create a {{ integration.display_name }} user (for Basic Auth) or OAuth application (for OAuth)." setup-steps: - title: "Create a Stitch {{ integration.display_name }} user" anchor: "#create-stitch-zuora-user" content: | + {% capture basic-auth-note %} + This section applies only if you plan to use **Basic Authentication** as your authentication method. If using **OAuth**, skip to the next step. + {% endcapture %} + + {% include note.html first-line="**Basic Auth only**" content=basic-auth-note %} + In this step, you'll create a {{ integration.display_name }} user for Stitch. Creating a Stitch-specific user will ensure that Stitch is distinguishable in any logs or audits. {% capture zuora-user-requirements %} - To replicate your {{ integration.display_name }} data, Stitch requires a user that: + To replicate your {{ integration.display_name }} data using Basic Authentication, Stitch requires a user that: 1. **Has Standard user permissions.** While Stitch will only ever read your data, these permissions are required to access certain objects in {{ integration.display_name }}. 2. **Has two-factor authentication disabled.** If this is enabled, connection and replication issues will occur after setup. Refer to the **Disable or Reset Two-Factor Authentication** section [in this {{ integration.display_name }} documentation](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/Two-Factor_Authentication) for help disabling this setting. @@ -103,9 +109,40 @@ setup-steps: content: | {% include integrations/shared-setup/connection-setup.html %} 4. If the {{ integration.display_name }} instance you want to connect to Stitch is a sandbox, check the **Connect to a Sandbox Environment** checkbox. - 5. In the **Username** field, enter the Stitch {{ integration.display_name }} user's username. This is the email address that was in the **Login Name** field when you created the user. - 6. In the **Password** field, enter the password associated with the Stitch {{ integration.display_name }} user. - 7. If the {{ integration.display_name }} instance you want to connect to Stitch is a **sandbox**, check the **Connect to a Sandbox Environment** box. + + 5. Select your authentication method using the radio button selector: + - **Basic Authentication**: Use if you have created a Stitch {{ integration.display_name }} user with username and password credentials. + - **OAuth**: Use if your {{ integration.display_name }} administrator has created an OAuth application and provided you with client ID and client secret. + + **If you selected Basic Authentication:** + 6. In the **Username** field, enter the Stitch {{ integration.display_name }} user's username. This is the email address that was in the **Login Name** field when you created the user. + 7. In the **Password** field, enter the password associated with the Stitch {{ integration.display_name }} user. + + **If you selected OAuth:** + {% capture oauth-setup-info %} + Your {{ integration.display_name }} administrator must create an OAuth application in {{ integration.display_name }} to obtain the Client ID and Client Secret. If you don't have these credentials yet: + + 1. Have your {{ integration.display_name }} administrator sign into their account with administrator permissions. + 2. Navigate to **Administration** > **API** (or **OAuth**, depending on {{ integration.display_name }} version). + 3. Click **New App** or **Create Application**. + 4. Enter an application name (for example: `Stitch`). + 5. Configure the application permissions to include **full API access**. + 6. Click **Create** or **Save** to generate the OAuth credentials. + 7. {{ integration.display_name }} will display the **Client ID** and **Client Secret**. Your administrator should provide these values securely. + {% endcapture %} + + {% include note.html first-line="**Obtain OAuth credentials**" content=oauth-setup-info %} + + 6. In the **Client ID** field, enter the client ID from the OAuth application. + 7. In the **Client Secret** field, enter the client secret from the OAuth application. + + {% capture client-secret-note %} + This value will be securely stored by Stitch and will not be displayed again. Keep it secure and do not share it via email or unsecured channels. + {% endcapture %} + + {% include important.html first-line="**Security Note**" content=client-secret-note %} + + **For both authentication methods:** 8. If the {{ integration.display_name }} instance you want to connect to Stitch is **based in Europe**, check the **Connect to a European endpoint** box. If you aren't sure if this is applicable to you, [refer to Zuora's documentation](https://knowledgecenter.zuora.com/BB_Introducing_Z_Business/Zuora_Data_Centers). - title: "Select a {{ integration.display_name }} extraction API" From ffc7eddc4405fc3ed4d6c82954a080a86572dd4b Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?M=C3=A9lanie=20Vistry?= Date: Mon, 25 May 2026 15:09:38 +0200 Subject: [PATCH 2/7] Updated procedure --- _saas-integrations/zuora/zuora-latest.md | 22 ++++------------------ 1 file changed, 4 insertions(+), 18 deletions(-) diff --git a/_saas-integrations/zuora/zuora-latest.md b/_saas-integrations/zuora/zuora-latest.md index 51fff38a3..e66fe17ca 100644 --- a/_saas-integrations/zuora/zuora-latest.md +++ b/_saas-integrations/zuora/zuora-latest.md @@ -111,30 +111,16 @@ setup-steps: 4. If the {{ integration.display_name }} instance you want to connect to Stitch is a sandbox, check the **Connect to a Sandbox Environment** checkbox. 5. Select your authentication method using the radio button selector: - - **Basic Authentication**: Use if you have created a Stitch {{ integration.display_name }} user with username and password credentials. + - **Basic (recommended)**: Use if you have created a Stitch {{ integration.display_name }} user with username and password credentials. - **OAuth**: Use if your {{ integration.display_name }} administrator has created an OAuth application and provided you with client ID and client secret. **If you selected Basic Authentication:** - 6. In the **Username** field, enter the Stitch {{ integration.display_name }} user's username. This is the email address that was in the **Login Name** field when you created the user. - 7. In the **Password** field, enter the password associated with the Stitch {{ integration.display_name }} user. + 6. In the **{{ integration.display_name }} Username** field, enter the Stitch {{ integration.display_name }} user's username. This is the email address that was in the **Login Name** field when you created the user. + 7. In the **{{ integration.display_name }} Password** field, enter the password associated with the Stitch {{ integration.display_name }} user. **If you selected OAuth:** {% capture oauth-setup-info %} - Your {{ integration.display_name }} administrator must create an OAuth application in {{ integration.display_name }} to obtain the Client ID and Client Secret. If you don't have these credentials yet: - - 1. Have your {{ integration.display_name }} administrator sign into their account with administrator permissions. - 2. Navigate to **Administration** > **API** (or **OAuth**, depending on {{ integration.display_name }} version). - 3. Click **New App** or **Create Application**. - 4. Enter an application name (for example: `Stitch`). - 5. Configure the application permissions to include **full API access**. - 6. Click **Create** or **Save** to generate the OAuth credentials. - 7. {{ integration.display_name }} will display the **Client ID** and **Client Secret**. Your administrator should provide these values securely. - {% endcapture %} - - {% include note.html first-line="**Obtain OAuth credentials**" content=oauth-setup-info %} - - 6. In the **Client ID** field, enter the client ID from the OAuth application. - 7. In the **Client Secret** field, enter the client secret from the OAuth application. + Your {{ integration.display_name }} administrator must create an OAuth application in {{ integration.display_name }} to obtain the **{{ integration.display_name }} Client ID** and **{{ integration.display_name }} Client Secret**. If you don't have these credentials yet, see [{{ integration.display_name }} documentation](https://developer.zuora.com/docs/get-started/oauth-client-setup-steps). {% capture client-secret-note %} This value will be securely stored by Stitch and will not be displayed again. Keep it secure and do not share it via email or unsecured channels. From c633f9fa465b1c471e50bc01390255af8fc09675 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?M=C3=A9lanie=20Vistry?= Date: Mon, 25 May 2026 15:22:26 +0200 Subject: [PATCH 3/7] Fixed procedure --- _saas-integrations/zuora/zuora-latest.md | 5 ++--- 1 file changed, 2 insertions(+), 3 deletions(-) diff --git a/_saas-integrations/zuora/zuora-latest.md b/_saas-integrations/zuora/zuora-latest.md index e66fe17ca..a357bb802 100644 --- a/_saas-integrations/zuora/zuora-latest.md +++ b/_saas-integrations/zuora/zuora-latest.md @@ -119,8 +119,7 @@ setup-steps: 7. In the **{{ integration.display_name }} Password** field, enter the password associated with the Stitch {{ integration.display_name }} user. **If you selected OAuth:** - {% capture oauth-setup-info %} - Your {{ integration.display_name }} administrator must create an OAuth application in {{ integration.display_name }} to obtain the **{{ integration.display_name }} Client ID** and **{{ integration.display_name }} Client Secret**. If you don't have these credentials yet, see [{{ integration.display_name }} documentation](https://developer.zuora.com/docs/get-started/oauth-client-setup-steps). + 8. Your {{ integration.display_name }} administrator must create an OAuth application in {{ integration.display_name }} to obtain the **{{ integration.display_name }} Client ID** and **{{ integration.display_name }} Client Secret**. If you don't have these credentials yet, see [{{ integration.display_name }} documentation](https://developer.zuora.com/docs/get-started/oauth-client-setup-steps). {% capture client-secret-note %} This value will be securely stored by Stitch and will not be displayed again. Keep it secure and do not share it via email or unsecured channels. @@ -129,7 +128,7 @@ setup-steps: {% include important.html first-line="**Security Note**" content=client-secret-note %} **For both authentication methods:** - 8. If the {{ integration.display_name }} instance you want to connect to Stitch is **based in Europe**, check the **Connect to a European endpoint** box. If you aren't sure if this is applicable to you, [refer to Zuora's documentation](https://knowledgecenter.zuora.com/BB_Introducing_Z_Business/Zuora_Data_Centers). + 9. If the {{ integration.display_name }} instance you want to connect to Stitch is **based in Europe**, check the **Connect to a European endpoint** box. If you aren't sure if this is applicable to you, [refer to Zuora's documentation](https://knowledgecenter.zuora.com/BB_Introducing_Z_Business/Zuora_Data_Centers). - title: "Select a {{ integration.display_name }} extraction API" anchor: "rest-vs-aqua-api" From 4623d1b9d0b6037dccf2c255429e8e86274bd4b2 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?M=C3=A9lanie=20Vistry?= Date: Mon, 25 May 2026 15:31:29 +0200 Subject: [PATCH 4/7] Fixed steps order --- _saas-integrations/zuora/zuora-latest.md | 19 ++++++++----------- 1 file changed, 8 insertions(+), 11 deletions(-) diff --git a/_saas-integrations/zuora/zuora-latest.md b/_saas-integrations/zuora/zuora-latest.md index a357bb802..31bf98479 100644 --- a/_saas-integrations/zuora/zuora-latest.md +++ b/_saas-integrations/zuora/zuora-latest.md @@ -114,20 +114,17 @@ setup-steps: - **Basic (recommended)**: Use if you have created a Stitch {{ integration.display_name }} user with username and password credentials. - **OAuth**: Use if your {{ integration.display_name }} administrator has created an OAuth application and provided you with client ID and client secret. - **If you selected Basic Authentication:** - 6. In the **{{ integration.display_name }} Username** field, enter the Stitch {{ integration.display_name }} user's username. This is the email address that was in the **Login Name** field when you created the user. - 7. In the **{{ integration.display_name }} Password** field, enter the password associated with the Stitch {{ integration.display_name }} user. - - **If you selected OAuth:** - 8. Your {{ integration.display_name }} administrator must create an OAuth application in {{ integration.display_name }} to obtain the **{{ integration.display_name }} Client ID** and **{{ integration.display_name }} Client Secret**. If you don't have these credentials yet, see [{{ integration.display_name }} documentation](https://developer.zuora.com/docs/get-started/oauth-client-setup-steps). + **If you selected Basic Authentication:** + 6. In the **{{ integration.display_name }} Username** field, enter the Stitch {{ integration.display_name }} user's username. This is the email address that was in the **Login Name** field when you created the user. + 7. In the **{{ integration.display_name }} Password** field, enter the password associated with the Stitch {{ integration.display_name }} user. + + **If you selected OAuth:** + 8. Your {{ integration.display_name }} administrator must create an OAuth application in {{ integration.display_name }} to obtain the **{{ integration.display_name }} Client ID** and **{{ integration.display_name }} Client Secret**. If you don't have these credentials yet, refer to [{{ integration.display_name }} documentation](https://developer.zuora.com/docs/get-started/oauth-client-setup-steps). - {% capture client-secret-note %} - This value will be securely stored by Stitch and will not be displayed again. Keep it secure and do not share it via email or unsecured channels. - {% endcapture %} + {% capture client-secret-note %}This value will be securely stored by Stitch and will not be displayed again. Keep it secure and do not share it via email or unsecured channels.{% endcapture %} {% include important.html first-line="**Security Note**" content=client-secret-note %} - - **For both authentication methods:** + 9. If the {{ integration.display_name }} instance you want to connect to Stitch is **based in Europe**, check the **Connect to a European endpoint** box. If you aren't sure if this is applicable to you, [refer to Zuora's documentation](https://knowledgecenter.zuora.com/BB_Introducing_Z_Business/Zuora_Data_Centers). - title: "Select a {{ integration.display_name }} extraction API" From 81d06c30a790945ee3023cf5669d4c3b69678731 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?M=C3=A9lanie=20Vistry?= Date: Mon, 25 May 2026 15:40:19 +0200 Subject: [PATCH 5/7] Steps order issue --- _saas-integrations/zuora/zuora-latest.md | 8 ++++---- 1 file changed, 4 insertions(+), 4 deletions(-) diff --git a/_saas-integrations/zuora/zuora-latest.md b/_saas-integrations/zuora/zuora-latest.md index 31bf98479..a1f8a3489 100644 --- a/_saas-integrations/zuora/zuora-latest.md +++ b/_saas-integrations/zuora/zuora-latest.md @@ -120,12 +120,12 @@ setup-steps: **If you selected OAuth:** 8. Your {{ integration.display_name }} administrator must create an OAuth application in {{ integration.display_name }} to obtain the **{{ integration.display_name }} Client ID** and **{{ integration.display_name }} Client Secret**. If you don't have these credentials yet, refer to [{{ integration.display_name }} documentation](https://developer.zuora.com/docs/get-started/oauth-client-setup-steps). - - {% capture client-secret-note %}This value will be securely stored by Stitch and will not be displayed again. Keep it secure and do not share it via email or unsecured channels.{% endcapture %} - {% include important.html first-line="**Security Note**" content=client-secret-note %} + {% capture client-secret-note %}This value will be securely stored by Stitch and will not be displayed again. Keep it secure and do not share it via email or unsecured channels.{% endcapture %} + + {% include important.html first-line="**Security Note**" content=client-secret-note %} - 9. If the {{ integration.display_name }} instance you want to connect to Stitch is **based in Europe**, check the **Connect to a European endpoint** box. If you aren't sure if this is applicable to you, [refer to Zuora's documentation](https://knowledgecenter.zuora.com/BB_Introducing_Z_Business/Zuora_Data_Centers). + 9. If the {{ integration.display_name }} instance you want to connect to Stitch is **based in Europe**, check the **Connect to a European endpoint** box. If you aren't sure if this is applicable to you, [refer to Zuora's documentation](https://knowledgecenter.zuora.com/BB_Introducing_Z_Business/Zuora_Data_Centers). - title: "Select a {{ integration.display_name }} extraction API" anchor: "rest-vs-aqua-api" From 057a83d62e6cf25d23bfee7890ea0ca0afe18fa8 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?M=C3=A9lanie=20Vistry?= Date: Mon, 25 May 2026 15:44:57 +0200 Subject: [PATCH 6/7] Steps issue --- _saas-integrations/zuora/zuora-latest.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/_saas-integrations/zuora/zuora-latest.md b/_saas-integrations/zuora/zuora-latest.md index a1f8a3489..f86da30b9 100644 --- a/_saas-integrations/zuora/zuora-latest.md +++ b/_saas-integrations/zuora/zuora-latest.md @@ -114,7 +114,7 @@ setup-steps: - **Basic (recommended)**: Use if you have created a Stitch {{ integration.display_name }} user with username and password credentials. - **OAuth**: Use if your {{ integration.display_name }} administrator has created an OAuth application and provided you with client ID and client secret. - **If you selected Basic Authentication:** + **If you selected Basic (recommended):** 6. In the **{{ integration.display_name }} Username** field, enter the Stitch {{ integration.display_name }} user's username. This is the email address that was in the **Login Name** field when you created the user. 7. In the **{{ integration.display_name }} Password** field, enter the password associated with the Stitch {{ integration.display_name }} user. @@ -125,7 +125,7 @@ setup-steps: {% include important.html first-line="**Security Note**" content=client-secret-note %} - 9. If the {{ integration.display_name }} instance you want to connect to Stitch is **based in Europe**, check the **Connect to a European endpoint** box. If you aren't sure if this is applicable to you, [refer to Zuora's documentation](https://knowledgecenter.zuora.com/BB_Introducing_Z_Business/Zuora_Data_Centers). + 9. If the {{ integration.display_name }} instance you want to connect to Stitch is **based in Europe**, check the **Connect to a European endpoint** box. If you aren't sure if this is applicable to you, [refer to Zuora's documentation](https://knowledgecenter.zuora.com/BB_Introducing_Z_Business/Zuora_Data_Centers). - title: "Select a {{ integration.display_name }} extraction API" anchor: "rest-vs-aqua-api" From f462816a85ae5a21690464ce030a3b90520f70fe Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?M=C3=A9lanie=20Vistry?= Date: Mon, 25 May 2026 15:54:32 +0200 Subject: [PATCH 7/7] Updated a note --- _saas-integrations/zuora/zuora-latest.md | 4 +--- 1 file changed, 1 insertion(+), 3 deletions(-) diff --git a/_saas-integrations/zuora/zuora-latest.md b/_saas-integrations/zuora/zuora-latest.md index f86da30b9..b91f264c6 100644 --- a/_saas-integrations/zuora/zuora-latest.md +++ b/_saas-integrations/zuora/zuora-latest.md @@ -121,9 +121,7 @@ setup-steps: **If you selected OAuth:** 8. Your {{ integration.display_name }} administrator must create an OAuth application in {{ integration.display_name }} to obtain the **{{ integration.display_name }} Client ID** and **{{ integration.display_name }} Client Secret**. If you don't have these credentials yet, refer to [{{ integration.display_name }} documentation](https://developer.zuora.com/docs/get-started/oauth-client-setup-steps). - {% capture client-secret-note %}This value will be securely stored by Stitch and will not be displayed again. Keep it secure and do not share it via email or unsecured channels.{% endcapture %} - - {% include important.html first-line="**Security Note**" content=client-secret-note %} + **Note:** This value will be securely stored by Stitch and will not be displayed again. Keep it secure and do not share it via email or unsecured channels. 9. If the {{ integration.display_name }} instance you want to connect to Stitch is **based in Europe**, check the **Connect to a European endpoint** box. If you aren't sure if this is applicable to you, [refer to Zuora's documentation](https://knowledgecenter.zuora.com/BB_Introducing_Z_Business/Zuora_Data_Centers).