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 that you want to assign to the app.
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 connector 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.
- (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 data from your Genesys account.
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