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Reporting APIs
Queries, Exports, AQuA and Reports API
Kevin Lussie
Senior Solution Architect – Customer Success
Objective
page
03
You will have a deeper
understanding of Zuora’s
Queries, Exports, AQuA and
Reports API
After This
Session.
agenda for this
session
page
04
01Synchronous vs. Asynchronous
03 Exports and AQuA
02 ZOQL and Export ZOQL
04 Zuora Reports API
Synchronou
s vs.
Asynchrono
us
Synchronous vs Asynchronous Queries
page
06
Synchronous
• You submit the query
• The query results are included in the API response
• Good for small amounts of data needed quickly
Asynchronous
• You submit the query
• Query is queued for processing & Job ID returned in API response
• You submit another API call to check the Job ID’s status (or wait to
receive a callout notification)
• If job status is complete, you submit an API call to download the
result file.
• Good for large amounts of data that is not urgent.
Synchronous vs Asynchronous : Zuora Reporting APIs
page
07
SOAP/Action Query
(ZOQL)
[synchronous]
Zuora Reports
(Report Definitions)
[asynchronous]
AQuA
(ZOQL / Export ZOQL)
[asynchronous]
Exports
(Export ZOQL)
[asynchronous]
Synchronous vs Asynchronous : Zuora Reporting APIs
page
08
SOAP/Action Query
(ZOQL)
[synchronous]
Zuora Reports
(Report Definitions)
[asynchronous]
Transaction Database
(Writer)
AQuA
(ZOQL / Export ZOQL)
[asynchronous]
Exports
(Export ZOQL)
[asynchronous]
Replication Database
(Reader)
Replication
ZOQL and Export ZOQL
ZOQL & Export ZOQL
page
010
Zuora’s Object Query Language:
select field_names from object where filter_statements
Export ZOQL
select Product.Name as Product,
ChargeAmount,
RatePlanCharge.Description,
RatePlanCharge.Name,
RatePlanCharge.ChargeNumber,
RatePlanCharge.ChargeType,
Invoice.Id, Invoice.InvoiceNumber, Account.*
from InvoiceItem
where Invoice.Id =
'2c92c0945bae44c0015bc6f50daa6729'
order by Product.Name asc
ZOQL
select ProductName,
ChargeAmount,
ChargeDescription,
ChargeName,
ChargeNumber,
ChargeType,
InvoiceId
from InvoiceItem
where InvoiceId =
'2c92c0945bae44c0015bc6f50daa6729
Object Field Contexts for ZOQL and Export
ZOQL
page
011
ZOQL & Export ZOQL
page
012
Zuora’s Object Query Language:
select field_names from object where filter_statements
Export ZOQL
select Product.Name as Product,
ChargeAmount,
RatePlanCharge.Description,
RatePlanCharge.Name,
RatePlanCharge.ChargeNumber,
RatePlanCharge.ChargeType,
Invoice.Id, Invoice.InvoiceNumber, Account.*
from InvoiceItem
where Invoice.Id =
'2c92c0945bae44c0015bc6f50daa6729'
order by Product.Name asc
ZOQL
select ProductName,
ChargeAmount,
ChargeDescription,
ChargeName,
ChargeNumber,
ChargeType,
InvoiceId
from InvoiceItem
where InvoiceId =
'2c92c0945bae44c0015bc6f50daa6729’
pros & cons
ZOQL
page
013
conspros
Fast Synchronous Operations
Data is from the Transactional Database
No Complex Queries or DataSource
Joining
No Aggregate Functions
No Wild Card Support
No Order By or Limit Support
Only 2000 maximum records returned
No Parenthesis to indicate order of
operation
Response Data is in JSON
pros & cons
Export ZOQL
page
014
conspros
Complex Queries with DataSource Joins
Aggregate Functions & Wildcard Support
Only used in Asynchronous Queries
2047 MB File size
Query can be 20,000 characters
Column Aliases, Order by and Limit
Support
Parenthesis indicate order of operation
Data delays could occur in Replication
Database
No JSON Data – You have to parse CSV
files
Synchronous Query Examples
page
015
• Basic Query
• Query Using a batchSize
• QueryMore
Synchronous Query Example
page
016
Synchronous Query Example: BatchSize
page
017
Synchronous Query Example: QueryMore
page
018
pros & cons
ZOQL
page
019
conspros
Fast Synchronous Operations
Data is from the Transactional Database
No Complex Queries or DataSource
Joining
No Aggregate Functions
No Wild Card Support
No Order By or Limit Support
Only 2000 maximum records returned
No Parenthesis to indicate order of
operation
Response Data is in JSON
Synchronous Query Example: using OR
page
020
Synchronous Query Example: using AND
page
021
Synchronous Query Examples: Using AND &
OR
page
022
select
ProductName, ChargeAmount, ChargeDescription, ChargeName,
ChargeNumber, ChargeType, InvoiceId
from InvoiceItem
where
InvoiceId = '2c92c0945bae44c0015bc6f50daa6729’
or
InvoiceId = '2c92c0955c205714015c31b6753f6922’
and ChargeAmount >= '10’ "
Synchronous Query Examples: Using AND &
OR
page
023
select
ProductName, ChargeAmount, ChargeDescription, ChargeName,
ChargeNumber, ChargeType, InvoiceId
from InvoiceItem
where
InvoiceId = '2c92c0945bae44c0015bc6f50daa6729’
and ChargeAmount >= '10'
or
InvoiceId = '2c92c0955c205714015c31b6753f6922’
and ChargeAmount >= '10’ "
Synchronous Query Examples: AND Takes Precedence
Over OR
page
024
select
ProductName, ChargeAmount, ChargeDescription, ChargeName,
ChargeNumber, ChargeType, InvoiceId
from InvoiceItem
where
(InvoiceId = '2c92c0945bae44c0015bc6f50daa6729’
and ChargeAmount >= '10' )
or
(InvoiceId = '2c92c0955c205714015c31b6753f6922’
and ChargeAmount >= '10’)"
Synchronous Query Example: using AND & OR
page
025
Exports and AQuA
DataSource Exports and AQuA
page
027
Exports
• Allows for output in CSV and Excel Format (can be zipped)
• Allows for data to be encrypted
• Event Callout Notification Upon Completion
AQuA – Aggregate Query API
• Allows for output only in CSV Format (can be zipped)
• Using Stateful queries allow for:
• Exporting data that was last updated since the last query.
• Exporting Deleted Objects since the last query
• AQuA results older than 72 hours are purged automatically
• Allows for data to be encrypted
• Event Callout Notification Upon Completion
Export Query - Details
page
028
{
"objects": [
{
"Format": ”excel",
"Name": "My excelExport",
"Query": "select Product.Name, ChargeAmount,
RatePlanCharge.Description, RatePlanCharge.Name,
RatePlanCharge.ChargeNumber, RatePlanCharge.ChargeType, Invoice.Id,
Invoice.InvoiceNumber from InvoiceItem where Invoice.Id =
'2c92c0945bae44c0015bc6f50daa6729' order by Product.Name asc"
}
],
"type": "Export"
}
AQuA Query - Details
page
029
{
"format" : "csv", "version" : "1.1", "name" : "Example 01", "encrypted" : "none",
"useQueryLabels" : "true", "partner" : "", "project" : "AQuA Examples",
"queries" :
[
{
"name" : "account.csv",
"query" :"select Product.Name, ChargeAmount, RatePlanCharge.Description,
RatePlanCharge.Name, RatePlanCharge.ChargeNumber, RatePlanCharge.ChargeType,
Invoice.Id, Invoice.InvoiceNumber from InvoiceItem where Invoice.Id =
'2c92c0945bae44c0015bc6f50daa6729' order by Product.Name asc",
"type" : "zoqlexport"
}
]
}
Export Query Example using Actions
page
030
Export Query Example using Actions - Review
page
031
POST {{RestEndPoint}}/v1/connections
POST {{RestEndPoint}}/v1/action/create
POST {{RestEndPoint}}/v1/action/query
GET {{UI_EndPoint}}/apps/api/file/{{file_id}}
Export Query Example using Object/Export
page
032
Export Query Example using Object/Export-
Review
page
033
POST {{RestEndPoint}}/v1/connections
POST {{RestEndPoint}}/v1/object/export
GET {{RestEndPoint}}/v1/object/export/{{job_id}}
GET {{RestEndPoint}}/v1/files/{{file_id}}
AQuA Query Example
page
034
AQuA Query - Review
page
035
POST {{RestEndPoint}}/v1/connections
POST {{UI_EndPoint}}/apps/api/batch-query/
GET {{UI_EndPoint}}/apps/api/batch-query/{{job_id}}
GET {{UI_EndPoint}}/apps/api/file/{{file_id}}
Reports API
Reports API
page
037
• Get Last Completed Report Run
• Get Report Data
• Export Report Run
• Run a Report
• Cancel a Report Run
• Search by Report Name
• Get Reports by Label
• Get Report Details
• Get Report by ID
• Get Report Details by Label
• Copy a Report and Assign Labels
• Get Report Labels for ReportID
• Create a Report and Assign Labels
• Delete a Report
• Label or Unlabel a Report
• Save a Report
• Get Tenant Settings
• Update Tenant Settings
Reports API – Sequences for Migrating a report template
page
038
Export Report with ID
1) Log into Source ZConnect/ZConnectSandbox
2) Get report details based on report ID
3) Deserialize the definition
4) Write the file
Import Report
1) Log into Target ZConnect/ZConnectSandbox
2) Serialize the definition from the report JSON file
3) Query the report to see if it already exists and use existing report ID
4) Post Report
Q&A
page
039
thank you.

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Subscribed 2017: Reporting APIs

  • 1.
  • 2. Reporting APIs Queries, Exports, AQuA and Reports API Kevin Lussie Senior Solution Architect – Customer Success
  • 3. Objective page 03 You will have a deeper understanding of Zuora’s Queries, Exports, AQuA and Reports API After This Session.
  • 4. agenda for this session page 04 01Synchronous vs. Asynchronous 03 Exports and AQuA 02 ZOQL and Export ZOQL 04 Zuora Reports API
  • 6. Synchronous vs Asynchronous Queries page 06 Synchronous • You submit the query • The query results are included in the API response • Good for small amounts of data needed quickly Asynchronous • You submit the query • Query is queued for processing & Job ID returned in API response • You submit another API call to check the Job ID’s status (or wait to receive a callout notification) • If job status is complete, you submit an API call to download the result file. • Good for large amounts of data that is not urgent.
  • 7. Synchronous vs Asynchronous : Zuora Reporting APIs page 07 SOAP/Action Query (ZOQL) [synchronous] Zuora Reports (Report Definitions) [asynchronous] AQuA (ZOQL / Export ZOQL) [asynchronous] Exports (Export ZOQL) [asynchronous]
  • 8. Synchronous vs Asynchronous : Zuora Reporting APIs page 08 SOAP/Action Query (ZOQL) [synchronous] Zuora Reports (Report Definitions) [asynchronous] Transaction Database (Writer) AQuA (ZOQL / Export ZOQL) [asynchronous] Exports (Export ZOQL) [asynchronous] Replication Database (Reader) Replication
  • 10. ZOQL & Export ZOQL page 010 Zuora’s Object Query Language: select field_names from object where filter_statements Export ZOQL select Product.Name as Product, ChargeAmount, RatePlanCharge.Description, RatePlanCharge.Name, RatePlanCharge.ChargeNumber, RatePlanCharge.ChargeType, Invoice.Id, Invoice.InvoiceNumber, Account.* from InvoiceItem where Invoice.Id = '2c92c0945bae44c0015bc6f50daa6729' order by Product.Name asc ZOQL select ProductName, ChargeAmount, ChargeDescription, ChargeName, ChargeNumber, ChargeType, InvoiceId from InvoiceItem where InvoiceId = '2c92c0945bae44c0015bc6f50daa6729
  • 11. Object Field Contexts for ZOQL and Export ZOQL page 011
  • 12. ZOQL & Export ZOQL page 012 Zuora’s Object Query Language: select field_names from object where filter_statements Export ZOQL select Product.Name as Product, ChargeAmount, RatePlanCharge.Description, RatePlanCharge.Name, RatePlanCharge.ChargeNumber, RatePlanCharge.ChargeType, Invoice.Id, Invoice.InvoiceNumber, Account.* from InvoiceItem where Invoice.Id = '2c92c0945bae44c0015bc6f50daa6729' order by Product.Name asc ZOQL select ProductName, ChargeAmount, ChargeDescription, ChargeName, ChargeNumber, ChargeType, InvoiceId from InvoiceItem where InvoiceId = '2c92c0945bae44c0015bc6f50daa6729’
  • 13. pros & cons ZOQL page 013 conspros Fast Synchronous Operations Data is from the Transactional Database No Complex Queries or DataSource Joining No Aggregate Functions No Wild Card Support No Order By or Limit Support Only 2000 maximum records returned No Parenthesis to indicate order of operation Response Data is in JSON
  • 14. pros & cons Export ZOQL page 014 conspros Complex Queries with DataSource Joins Aggregate Functions & Wildcard Support Only used in Asynchronous Queries 2047 MB File size Query can be 20,000 characters Column Aliases, Order by and Limit Support Parenthesis indicate order of operation Data delays could occur in Replication Database No JSON Data – You have to parse CSV files
  • 15. Synchronous Query Examples page 015 • Basic Query • Query Using a batchSize • QueryMore
  • 17. Synchronous Query Example: BatchSize page 017
  • 18. Synchronous Query Example: QueryMore page 018
  • 19. pros & cons ZOQL page 019 conspros Fast Synchronous Operations Data is from the Transactional Database No Complex Queries or DataSource Joining No Aggregate Functions No Wild Card Support No Order By or Limit Support Only 2000 maximum records returned No Parenthesis to indicate order of operation Response Data is in JSON
  • 20. Synchronous Query Example: using OR page 020
  • 21. Synchronous Query Example: using AND page 021
  • 22. Synchronous Query Examples: Using AND & OR page 022 select ProductName, ChargeAmount, ChargeDescription, ChargeName, ChargeNumber, ChargeType, InvoiceId from InvoiceItem where InvoiceId = '2c92c0945bae44c0015bc6f50daa6729’ or InvoiceId = '2c92c0955c205714015c31b6753f6922’ and ChargeAmount >= '10’ "
  • 23. Synchronous Query Examples: Using AND & OR page 023 select ProductName, ChargeAmount, ChargeDescription, ChargeName, ChargeNumber, ChargeType, InvoiceId from InvoiceItem where InvoiceId = '2c92c0945bae44c0015bc6f50daa6729’ and ChargeAmount >= '10' or InvoiceId = '2c92c0955c205714015c31b6753f6922’ and ChargeAmount >= '10’ "
  • 24. Synchronous Query Examples: AND Takes Precedence Over OR page 024 select ProductName, ChargeAmount, ChargeDescription, ChargeName, ChargeNumber, ChargeType, InvoiceId from InvoiceItem where (InvoiceId = '2c92c0945bae44c0015bc6f50daa6729’ and ChargeAmount >= '10' ) or (InvoiceId = '2c92c0955c205714015c31b6753f6922’ and ChargeAmount >= '10’)"
  • 25. Synchronous Query Example: using AND & OR page 025
  • 27. DataSource Exports and AQuA page 027 Exports • Allows for output in CSV and Excel Format (can be zipped) • Allows for data to be encrypted • Event Callout Notification Upon Completion AQuA – Aggregate Query API • Allows for output only in CSV Format (can be zipped) • Using Stateful queries allow for: • Exporting data that was last updated since the last query. • Exporting Deleted Objects since the last query • AQuA results older than 72 hours are purged automatically • Allows for data to be encrypted • Event Callout Notification Upon Completion
  • 28. Export Query - Details page 028 { "objects": [ { "Format": ”excel", "Name": "My excelExport", "Query": "select Product.Name, ChargeAmount, RatePlanCharge.Description, RatePlanCharge.Name, RatePlanCharge.ChargeNumber, RatePlanCharge.ChargeType, Invoice.Id, Invoice.InvoiceNumber from InvoiceItem where Invoice.Id = '2c92c0945bae44c0015bc6f50daa6729' order by Product.Name asc" } ], "type": "Export" }
  • 29. AQuA Query - Details page 029 { "format" : "csv", "version" : "1.1", "name" : "Example 01", "encrypted" : "none", "useQueryLabels" : "true", "partner" : "", "project" : "AQuA Examples", "queries" : [ { "name" : "account.csv", "query" :"select Product.Name, ChargeAmount, RatePlanCharge.Description, RatePlanCharge.Name, RatePlanCharge.ChargeNumber, RatePlanCharge.ChargeType, Invoice.Id, Invoice.InvoiceNumber from InvoiceItem where Invoice.Id = '2c92c0945bae44c0015bc6f50daa6729' order by Product.Name asc", "type" : "zoqlexport" } ] }
  • 30. Export Query Example using Actions page 030
  • 31. Export Query Example using Actions - Review page 031 POST {{RestEndPoint}}/v1/connections POST {{RestEndPoint}}/v1/action/create POST {{RestEndPoint}}/v1/action/query GET {{UI_EndPoint}}/apps/api/file/{{file_id}}
  • 32. Export Query Example using Object/Export page 032
  • 33. Export Query Example using Object/Export- Review page 033 POST {{RestEndPoint}}/v1/connections POST {{RestEndPoint}}/v1/object/export GET {{RestEndPoint}}/v1/object/export/{{job_id}} GET {{RestEndPoint}}/v1/files/{{file_id}}
  • 35. AQuA Query - Review page 035 POST {{RestEndPoint}}/v1/connections POST {{UI_EndPoint}}/apps/api/batch-query/ GET {{UI_EndPoint}}/apps/api/batch-query/{{job_id}} GET {{UI_EndPoint}}/apps/api/file/{{file_id}}
  • 37. Reports API page 037 • Get Last Completed Report Run • Get Report Data • Export Report Run • Run a Report • Cancel a Report Run • Search by Report Name • Get Reports by Label • Get Report Details • Get Report by ID • Get Report Details by Label • Copy a Report and Assign Labels • Get Report Labels for ReportID • Create a Report and Assign Labels • Delete a Report • Label or Unlabel a Report • Save a Report • Get Tenant Settings • Update Tenant Settings
  • 38. Reports API – Sequences for Migrating a report template page 038 Export Report with ID 1) Log into Source ZConnect/ZConnectSandbox 2) Get report details based on report ID 3) Deserialize the definition 4) Write the file Import Report 1) Log into Target ZConnect/ZConnectSandbox 2) Serialize the definition from the report JSON file 3) Query the report to see if it already exists and use existing report ID 4) Post Report