Close Setup Guide Lite
Follow our setup guide to connect Close to Fivetran.
Prerequisites
To connect Close to Fivetran, you need a Close account.
Setup instructions
Create API key
Log in to your Close account.
In the navigation menu, click Settings and then click API Keys.
Click + New API Key.
Make a note of the API key. You will need it to configure Fivetran.
Finish Fivetran configuration
In the connector setup form, enter your Destination schema name.
Enter the API Key you created in Step 1.
(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 Close data.
Related articles
description Connector Overview
account_tree Schema Information
settings API Connector Configuration