Upland Software Setup Guide Lite

Follow our setup guide to connect Upland Software to Fivetran.

Prerequisites

To connect Upland Software to Fivetran, you need a Upland Software account.

Log in to your Upland Software account.
Go to secure.mcommons.com/companies.
Make a note of the Subdomain and Company Key. You will need them to configure Fivetran.

NOTE: If you do not see the Subdomain and Company Key, contact the Upland Software's support team through its website or email address.

In the connector setup form, enter the Destination schema name of your choice.
Enter the Subdomain and Company Key you found in Step 1.
Enter your Upland Software Email and Password.
(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 Upland Software data.