Securely integrate Zuora with Chartio
Zuora is a subscription management tool that allows companies to manage every aspect of their subscription business and automate their customer lifecycles - all from a single platform. This allows businesses to keep up with fast-changing market strategies and maintain their ongoing subscriber relationships.
Chartio is a business intelligence solution that prides itself on ease of use. With its out-of-the-box connections to Snowflake, Google BigQuery, Amazon Redshift, and other popular data sources — along with its ability to provide direct access to information in Google Sheets, CSVs, and cloud applications — Chartio deploys in a few clicks and doesn’t require additional hardware.
Popular Use Cases
Bring all your Zuora data to Amazon Redshift
Load your Zuora data to Google BigQuery
ETL all your Zuora data to Snowflake
Move your Zuora data to MySQL
Integrate Zuora With Chartio Today
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Zuora's End Points
Zuora Payment Methods
Get details about any payments that were sent to Zuora accounting, including the payment date, amount, and any unique identifiers that are associated with it. This will help you create more detailed and accurate sales analytics.
Retrieve data about any accounts that you have in Zuora - bank accounts, CRM, ERP - including the account’s name, ID, type, and description. Then, integrate this data with other endpoints to track income and expense details for each account. This will provide you with a more comprehensive understanding of your company’s overall performance.
Automate even the most complex revenue processes and accurately account for all of your business costs in order to have comprehensive accounting and more accurate reporting, forecasting, and projections.
Track which clients are subscribed to which plans, as well as when they subscribed, when they canceled, and how many users they are subscribed with. This field also allows you to track charges associated with those subscriptions so that you can monitor the revenue that they generate.
Track all bank transactions that are captured by Zuora, including both payments that you have received and business expenses that you have paid. Then, use that data to gain a better understanding of your finances. Specifically, look at details gathered from those transactions - such as the bank account IDs, transaction dates, amounts paid, and type of transaction - to better understand your finances and see if any changes need to be made.
Chartio's End Points
Chartio Analytics with Visual SQL
Chartio's 'visual SQL' makes it easy for anyone without coding experience to explore, transform, and visualize your data through an intuitive, drag-and-drop user interface. When employees without SQL knowledge can set up a custom report in minutes, this frees up data and engineering teams to focus on more important tasks. Moreover, since the platform is built on SQL, Chartio offers more advanced capabilities to those with SQL knowledge.
Chartio's visual user interface makes it easy to customize dashboards for a more brand-consistent experience. Chartio also allows you to schedule and automate the sharing of dashboards by email, PDF, or a link. In addition, you can create alerts to track your most important metrics and receive notifications that tell you when to take action in response to new developments. Lastly, Chartio dashboards offer a 'Snapshots' tool for viewing historical data and keeping track of the most important metrics for your company.
Chartio Data Security and Compliance
Chartio's database connections offer full control by utilizing a reverse SSH tunnel for the connection. The platform also makes it easy to manage your team members' access and permissions to different types of information. Finally, transferred data is subjected to SSL-encryption, so you don't have to worry about your information being exposed.
Chartio Business Intelligence Features
Chartio's advanced business intelligence features offer the following: (1) data blending to combine different types of data for more robust insights; (2) data stores to save data segments in Chartio without needing to change operational databases; (3) drill-downs to easily dig deeper into your data; (4) drag-and-drop table joins that are automatically built into queries when using Chartio's visual SQL interface; (5) customizable schemas by writing SQL to create specialized tables and columns; (6) extrapolation features to forecast future trends; and many other features.