Medallia Setup Guide

Follow our setup guide to connect Medallia to Fivetran.

Prerequisites

To connect Medallia to Fivetran, you need:

• A Medallia account
• An OAuth Client with Query API access

Setup instructions

Create new role

1. Log in to your Medallia account.

2. Go to the Setup page.

3. Create a new role with the following configuration:

   • Name: Enter a role name of your choice.
   • Category: Fivetran
   • Member Capabilities: Add Query API

4. Click Save.

Create account

1. Go to the AppID Accounts page.

2. Create a new account with the following configuration:

   • Account name: Enter an account name of your choice.
   • Account type: Custom
   • Enabled
   • Role: Assign the role you created in Step 1 to the account. The role determines the account's access privileges.

Create OAuth client account

1. Go to the Clients page.

2. Create an OAuth client account for the application with the following configuration:

   • Client ID: Enter a client ID of your choice.
   • Confidential: Enabled
   • Grants: Choose Client Credentials Grant for backend services
   • Client subject: Enter the AppID account name you created in Step 2.

3. Copy the Client secret for the OAuth client account and make a note of it. You need it to configure Fivetran.

Finish Fivetran configuration

1. In the connector setup form, enter the Destination schema name of your choice.
2. Enter your Medallia subdomain.
3. Enter your Domain type and Company name.
4. Enter the OAuth Client ID you created in Step 3.
5. Enter the Client secret you copied in Step 3.
6. Click Save & Test. Fivetran will take it from here and sync your Medallia account data.

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