Rokt Setup Guide Lite Private Preview

Follow our setup guide to connect Rokt to Fivetran.

Prerequisites

To connect Rokt to Fivetran, you need a Rokt account with API access.

Log in to your Rokt account.
Look at the URL for your account. Your Account ID is the number immediately following my.rokt.com/accounts/. For example, given the URL: https://my.rokt.com/accounts/123/profile-settings the Account ID is 123.

Log in to One Platform at your Rokt account.
Navigate to Profile Settings under your account icon at the bottom left.
Scroll down to the Generate Personal API Credentials section.
Enter the name of your app and click Generate.
Make a note of the App ID and App Secret. You will need them to configure Fivetran.

NOTE: If you are unable to generate API credentials, reach out to Rokt Support.

Fivetran allows you to select the appropriate time frame for syncing historical data:

3 months: To sync data from the last 3 months, select the 3 months period.

6 months: To sync data from the last 6 months, select the 6 months period.

12 months: To sync data from the last 12 months, select the 12 months period.

24 months: To sync data from the last 24 months, select the 24 months period.

All time: To sync all time historical data, select the all time period.

NOTE: The historical sync begins from January 01, 2021.

In the connector setup form, enter your Destination schema name.
Enter the Account ID that you found in Step 1.
Enter the App ID and App Secret you generated in Step 2.
Select the Currency and Time Zone Variation based on the region where your account exists. For example, if your Currency belongs to the USD, then select USD. If your Time Zone Variation region belongs to America/Chicago, then select America/Chicago.
Select the appropriate time frame for syncing historical data as shown here
(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 Rokt data.