Calabrio Setup Guide Lite

Follow our setup guide to connect Calabrio to Fivetran.

Prerequisites

To connect Calabrio to Fivetran, you need a Calabrio account with System Admin permissions.

Log in to your Calabrio account as a System Administrator.
Go to WFM > Permissions > User settings > Personal access tokens.
In the Roles list, select the role for which you want to enable permissions.
Go to the Functions tab.
Go to Open Calabrio WFM > API access.
Enable the following permissions:
- Read forecast
- Read organization
- Read request
- Read schedule
- Write forecast
- Write organization
- Write request
- Write schedule
Go to Open Calabrio WFM > Web.
Enable the Personal access tokens permission.

In your Calabrio account, go to User settings > Personal access tokens.
Enter the Name of application.
Click Generate token.
Click the access token and make a note of the access token. You will need it to configure Fivetran.

Find the domain name in your Calabrio URL. For example, if the URL is https://mtusce.teleopticloud.com/api/docs/index.html, then your domain name is mtuce.teleopticloud.com.
Make a note of the domain name. You will need it to configure Fivetran.

In the connection setup form, enter your chosen Destination schema name.
Enter the Access token you created in Step 2.
Enter the Domain name you found in Step 3.
(Hybrid Deployment only) If your destination is configured for Hybrid Deployment, the Hybrid Deployment Agent associated with your destination is pre-selected in the Select an existing agent drop-down menu. To use a different agent, select the agent of your choice, and then select the same agent for your destination.
Click Save & Test. Fivetran will take it from here and sync your Calabrio data.