REQUIRED USER ROLE Administrator and API User |
Before you start #
By connecting Fivetran to Gladly, you will be allowing Fivetran to retrieve Gladly data to push to your data warehouse or data lake. This setup has three steps:
- Create a Fivetran User and Generate API token in Gladly.
- Create/configure a Fivetran API Endpoint and API token.
- Create/configure Webhooks in Gladly.
You and your Fivetran contact will work together to complete the integration setup.
Create Fivetran User and Generate API token in Gladly #
An exclusive Gladly user is required for the Fivetran integration. Follow the steps below to create a new user and generate an API token.
- Follow the “Create a unique user account for an integration” instructions here to create a Fivetran integration user.
- Add Email Address
- Add Full Name
- Select Roles: API User role, Agent, and Administrator
- Click Add User to save the user.
- Follow the Create API tokens instructions to create an API token associated with the user just created in step 1.
- Note – Remember to save the token as it’s only shown once. You won’t be able to see the token after this initial setup.
- Document the email address and API token somewhere secure. You will need this email address and token in the Fivetran setup.
Configure an Fivetran webhook API endpoint and API token #
Once you complete the above steps, provide the following pieces of information to your Fivetran contact:
- The full gladly domain name, i.e., <organization>.gladly.com
- Note – For staging, it may be <organization>.us-uat.gladly.qa
- The email address of the user that you generated in Step 1 above.
- The Gladly API token you generated in Step 1 above.
Your Fivetran contact will create an API endpoint to receive and store Gladly messages.