| REQUIRED USER ROLE API User | PERMISSION OVERVIEW View permissions by role |
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.