PandaDoc Setup Guide Lite
Follow our setup guide to connect PandaDoc to Fivetran.
Prerequisites
To connect PandaDoc to Fivetran, you need a PandaDoc account with an Enterprise plan.
Setup instructions
Find API key
Log in to your PandaDoc account.
On the navigation menu, click the settings icon.
Go to Developer dashboard > Configuration.
Make a note of the Production key. You will need it to configure Fivetran.
Finish Fivetran configuration
In the connector setup form, enter your chosen Destination schema name.
In the API key field, enter the production key you found.
Click Save & Test. Fivetran will take it from here and sync your PandaDoc data.
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