Genesys Setup Guide Lite
Follow our setup guide to connect Genesys to Fivetran.
Prerequisites
To connect Genesys to Fivetran, you need a Genesys account with API access.
Setup instructions
Create OAuth client
Log in to your Genesys account.
Click Admin.
Go to Integrations.
On the left navigation menu, select OAuth.
Click + Add Client.
Enter the App Name.
In the Grant Types section, select Client Credentials.
In the Roles tab, select the roles you want to assign to the app and the divisions associated with all the tables whose data you want to sync.
Click Save.
Make a note of the Client ID and Client Secret. You will need them to configure Fivetran.
Find subdomain
Find your subdomain in your Authorization URL. For example, if your URL is https://apps.usw2.pure.cloud/admin/#/admin/oauth/authorizations/346743874334-898d-3468374s-3483c, then your subdomain is usw2.pure.cloud.
Finish Fivetran configuration
- In the connection setup form, enter your chosen Destination schema name.
- Enter the Client ID and Client secret you found in Step 1.
- Enter the Subdomain you found in Step 2.
- In the Genesys API to sync Conversation Analytics Data drop-down menu, choose the Genesys API you want to use to sync conversation analytics data:
- Choose Export API to sync conversation analytics data in the background. We recommend this option for syncing historical data.
- Choose Aggregate Query API to fetch data using the analytics aggregate query endpoint. This option produces a different set of tables and schemas, and we recommend it for syncing real-time data.
You cannot modify this option after you set up the connection.
(Hybrid Deployment only) If your destination is configured for Hybrid Deployment, the Hybrid Deployment Agent associated with your destination is pre-selected for the connection. To assign a different agent, click Replace agent, select the agent you want to use, and click Use Agent.
- Click Save & Test. Fivetran will take it from here and sync data from your Genesys account.