Use your own destinationlink

Follow this guide to set up a free account trial using your own destination.

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Prerequisiteslink

To set up your free account trial, you need:

• A data source. Check our directory to confirm that Fivetran supports your data source. For the quickest setup, use a Google Sheets connector.
• A destination. Check our directory to confirm that Fivetran supports your destination.

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Set up your account triallink

Setup tip: If you need help setting up your connector, you can invite a teammate to help. At the top of the setup wizard, click invite a teammate.

Create a Fivetran account link

1. Go to the Fivetran website.

2. In the top right corner, click the Free Trial button. Alternatively, you can click the Start Free Trial button on the main landing page.

3. Enter your account information.

4. Click Create my account.

5. Fivetran will send you an email to confirm your email address. Check your email and click the verification link.

6. On the Complete your account page, enter your organization name, phone number, and country.

7. Click Get started. You will be redirected to the free trial setup wizard, which will guide you through the setup process.

Choose your source and destination link

1. On the Set up your first connector page of the setup wizard, click Choose a source.

2. Use the drop-down menu to select your source.

3. Click Choose a destination.

4. Use the drop-down menu to select your destination.

5. At the bottom of the page, click Set up.

Connect your source link

1. On the Connect Source page, follow the instructions in the embedded setup guide on the right to finish setting up your source. This may require you to visit other apps and websites belonging to your source system, so we recommend keeping Fivetran open in a separate tab.

2. Fill in the required fields (the fields vary by source).

3. Click Save & Test to trigger the connection tests.

4. After your connection tests pass, click Continue.

   NOTE: If your connection tests fail, you will see a brief failure message. Correct the issues Fivetran identified, then rerun the connection tests.

Connect your destination link

1. On the Connect Destination page, follow the instructions in the embedded setup guide on the right to finish setting up your destination.

2. Fill in the required fields (the fields vary by destination).

3. Click Save & Test to trigger the connection tests.

4. After your connection tests pass, click Continue.

   NOTE: If your connection tests fail, you will see a brief failure message. Correct the issues Fivetran identified, rerun the connection tests.

Select source data link

The following connectors require you to select the source data you'd like to sync:

• Microsoft Dynamics 365
• NetSuite SuiteAnalytics
• Salesforce
• ServiceNow
• Zuora
• database connectors

If your source does not require a source data selection, your connector setup is complete. Proceed to the next section to begin your initial sync.

1. Fivetran automatically fetches data from your source and creates initial schemas based on your data. To include a schema in your data syncs, set the toggle to Enabled.

2. To include a table in your data syncs, click the checkbox next to the table name.

3. Including a table in your syncs automatically includes all of its columns. To exclude a column, deselect the checkbox next to the column name.

4. If your connector supports column hashing, you can hash a column by clicking the Hash Column checkbox to the right of the column name.

5. When you are done, click Save & Continue.

Start initial sync link

1. In your Fivetran dashboard, go to the Setup tab.

2. Under Settings, use the Sync Frequency slider to select how often you want Fivetran to sync your data.

3. Return to the Status tab.

4. Click Start initial sync to begin your initial sync. Your 14-day free account trial begins once your initial sync has completed. We will email you when your initial sync has finished.