Younium Setup Guide Lite

Follow our setup guide to connect Younium to Fivetran.

Prerequisites

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

Setup instructions

Fivetran supports JWT access token and OAuth 2.0 authentication methods for Younium connections. The setup process for Younium connections vary based on the authentication method you want to use.

Setup instructions for JWT access token authentication

Find API environment

Find the API environment in your Younium account's API environment URL and make a note of it. For example:

• If your API environment URL is https://api.sandbox.younium.com, then your API environment is Sandbox.
• If your API environment URL is https://api.younium.com, then your API environment is Production.
• If your API environment URL is api.sandbox.us.younium.com, then your API environment is US-Sandbox.
• If your API environment URL is api.us.younium.com, then your API environment is US-Production.

Generate personal access token

1. Log in to your Younium account.

2. In the top-right corner, click your profile icon and select Privacy & Security.

3. On the navigation menu, click Personal Tokens.

4. Click Generate Token.

5. Enter a name for your token and click Create.

6. Make a note of the Client ID and Secret Key. You will need them to configure Fivetran.

   The Client ID and Secret Key appear only once. Make sure you save them before closing the dialog.

Find legal entity ID

1. In your Younium account, go to Reports > New report.

2. Enter your Report name.

3. In the Choose base data set field, select Legal entity.

4. In the Select Fields, select ID + name.

5. In the top-right corner, click Save and run the report.

6. Make a note of your legal entity ID. You will need it to configure Fivetran.

Finish Fivetran configuration

1. In the connection setup form, enter the Destination schema name.
2. In the Authentication type drop-down menu, select JWT token.
3. Select the API environment you found.
4. Enter the Client ID and Secret key for the personal access token you generated.
5. Enter the Legal entity ID you found.

6. (Hybrid Deployment only) If your destination is configured for Hybrid Deployment, the Hybrid Deployment Agent associated with your destination is pre-selected for the connection. To assign a different agent, click Replace agent, select the agent you want to use, and click Use Agent.

7. Click Save & Test. Fivetran will take it from here and sync your Younium data.

Setup instructions for OAuth 2.0 authentication

Find API environment

Find the API environment in your Younium account's API environment URL and make a note of it. For example:

• If your API environment URL is https://apisandbox.younium.com, then your API environment is Sandbox.
• If your API environment URL is https://api.younium.com, then your API environment is Production.
• If your API environment URL is api.sandbox.us.younium.com, then your API environment is US-Sandbox.
• If your API environment URL is api.us.younium.com, then your API environment is US-Production.

Determine auth environment

Determine your auth environment, depending on which Younium Identity Server you use to obtain access tokens for the API.

• If the Younium Identity Server you use is https://younium-identity-server-sandbox.azurewebsites.net, you are using the Sandbox auth environment.
• If the Younium Identity Server you use is https://younium-identity-server.azurewebsites.net, you are using the Production auth environment.

Find legal entity ID

1. Log in to your Younium account.
2. Go to Reports > New report.
3. Enter your Report name.
4. In the Choose base data set field, select Legal entity.
5. In the Select Fields, select ID + name.
6. In the top-right corner, click Save and run the report.
7. Make a note of your legal entity ID. You will need it to configure Fivetran.

Finish Fivetran configuration

1. In the connection setup form, enter the Destination schema name.
2. In the Authentication type drop-down menu, select OAuth 2.0.
3. Select the API environment you found.
4. Select the Auth environment you found.
5. Enter your Younium Username and Password.
6. Enter the Legal entity ID you found.

7. (Hybrid Deployment only) If your destination is configured for Hybrid Deployment, the Hybrid Deployment Agent associated with your destination is pre-selected for the connection. To assign a different agent, click Replace agent, select the agent you want to use, and click Use Agent.

8. Click Save & Test. Fivetran will take it from here and sync your Younium data.

Related articles

Connector Overview

Schema Information

Release Notes

API Connector Configuration

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