Reltio Setup Guide Lite Private Previewlink

Follow our setup guide to connect Reltio to Fivetran.

Prerequisiteslink

To connect Reltio to Fivetran, you need:

Decide the environment you want to use to connect with Fivetran. Reltio supports three environments:

In a web browser, enter your Reltio tenant URL.
Enter your Reltio Username and Password.
Find your subdomain in the URL of your Reltio dashboard (environment). For example, if your dashboard's URL is https://dev.reltio.com/abc/xxxxxxxxxx/aaa, then your subdomain is dev.
Make a note of your subdomain. You will need it to configure Fivetran.

In your Reltio Hub, click App Selector > Console.
Go to the Security section and open the Client Credentials application.
Select the customer for which you want to manage the application clients.
In the Clients page, click Create New.
In the Create new client page, specify the following details:
- Client ID
- Description
- Roles
- Client secret
  TIP: Reltio recommends that you leave this field empty, so that you get a secure randomly generated secret.
- Authentication Methods
  TIP: By default, both the Basic and Post methods are selected.
- Access Token Validity
- Contact name
- Contact email
Click Submit.
Make a note of the client secret that is generated. You will need it to configure Fivetran.

In the connector setup form, enter the Destination schema name of your choice.
Enter your Tenant URL.
Enter your Environment.
Enter the Subdomain you found in Step 2.
Enter the Client ID and Client secret you generated in Step 3.
Click Save & Test. Fivetran will take it from here and sync your Reltio data.