Fivetran

To integrate Seemore with your Fivetran account, you need a user with appropriate permissions and an API key for authentication.

Follow the following steps to create a new Account Viewer user and generate their API key.

For more information and detailed instructions visit Fivetran official docs:

Getting Started with Fivetran REST APIFivetran

• Step 1: Create a New User with Account Viewer Permissions

1. Log in to Fivetran Go to the Fivetran dashboard and log in with your administrator account.
2. Navigate to User Management

   • Click on Account Settings in the sidebar.

   • Select Users under the Settings section.

3. Invite a New User

   • Click the Invite User button and enter the user’s email address.

   • Assign the role Account Viewer from the available roles.

     • This role allows read-only access to view groups, destinations, and connectors but restricts editing.

4. Send Invitation

   • Click Send Invitation.

   • The invited user will receive an email with instructions to set up their account. Ensure they accept the invitation.

New User Form

• Step 2: Generate an API Key for the User

  Once the user is created and their account is set up, follow these steps to generate an API key for them:

1. Log in as the User

2. Access API Key Settings

   • Click on their Account Name at the bottom of the sidebar to open the account menu.

   • Select API Key from the dropdown options.

3. Generate an API Key

   • Click the Generate New API Key button. Note: If an API Key already exists, use the existing credentials.

   • Copy both the API Key and API Secret to a secure location. These will only be shown once.

4. Send Invitation

   • Click Send Invitation.

   • The invited user will receive an email with instructions to set up their account. Ensure they accept the invitation.

5. Look for the Account Name circle at the bottom of the left-hand sidebar and click it.

6. From the menu that appears, select API Key.

7. If no API Key exists, click Generate API Key to create a new one.

   • Note: If an API Key already exists, use the existing credentials unless instructed otherwise.

8. Copy both the API Key and API Secret to a secure location. These will only be shown once.

API Key Section

Setting Up a Platform Connector in Fivetran

This section explains how to create a Fivetran platform connector with a Snowflake destination, configure it to monitor all account connectors, and grant the necessary permissions to access its data.

This will help us monitor your connector runs and estimate costs. When setting up the Fivetran integration in our platform, enter the platform-connector's schema and database.

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Step 1: Create the Log Connector

1. Log in to Fivetran: Access your Fivetran dashboard using your credentials.

2. Navigate to Connectors:

   • In the left-hand menu, click on Connectors.

   • Select + New Connector to start the setup process.

3. Choose the Log Connector:

   • Search for or select Log Connector from the list of available connectors.

4. Configure the Snowflake Destination:

   • Select Snowflake as the destination.

   • Provide the connection details for your Snowflake instance, including:

     • Account Name

     • Warehouse

     • Database

     • Schema

     • Role

     or use an existing connection that already set up in your account.

   • Click Test Connection to ensure the connection is successful.

5. Specify Connector Scope:

   • Configure the connector to track all account connectors. This ensures logs from all connectors in the account are captured.

6. Name the Connector:

   • Set the connector's name to FIVETRAN_LOG for consistency and easy identification.

7. Save and Start the Connector:

   • Review your settings.

   • Click Save & Test.

   • Once verified, click Start Connector to begin syncing data.

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