Quickstart Guide to Fivetran
Set up a new account with Fivetran.
Overview
This quickstart guide shows you how to create, configure, and navigate your new Fivetran account. We offer a 14-day free trial for all new accounts that begins after your initial sync is complete. During the trial period, you can try the features included in the Enterprise pricing plan to see if Fivetran meets your business needs.
Setup instructions
TIP: If you have questions or need help, contact Fivetran Support.
Sign up for Fivetran
Go to https://fivetran.com/signup to sign up. Once you enter your information and verify your email, you enter a guided setup wizard.
Connect source
On the Select your data source page, select your data source from our supported connectors list. Fill out the setup form using the instructions embedded in the dashboard, then click Save & test to create your connector.
Connect destination
On the Select your data’s destination page, select your destination from our supported destinations list. If you don’t have a destination, you can set up a Fivetran-managed BigQuery destination that is free to use during your trial. Fill out the setup form using the instructions embedded in the dashboard, then click Save & test to connect your destination.
IMPORTANT: To access the data in a Fivetran-managed BigQuery destination, you must connect a BI tool. Learn how in our Add BI tools documentation.
Add more connectors (optional)
If you want to try out additional connectors, follow our Add a new connector instructions to create them. You can add as many connectors as you'd like.
TIP: Add all of your connectors before you begin syncing data. The free trial does not begin until your first initial sync is complete, so you'll have the most time possible to try these connectors.
Start initial sync
Click Start initial sync to begin your connector's initial sync. Fivetran notifies you once the sync is complete. Your free trial begins once a connector starts an incremental sync.
TIP: Want to explore? Learn how to navigate your account in our Fivetran Dashboard documentation.
Add transformations (optional)
On the Transformations tab, click Get started to learn how to set up a new transformation, use our Quickstart data models, or connect our pre-built data models. Our transformations run in your destination after we load your data in, so your raw data is always available alongside your transformed data. Learn more in our Transformations for dbt Core* documentation.
Add users (optional)
On the Users tab, follow our Add or remove users instructions to add teammates to your account. Learn about Fivetran's user roles and permissions in our Role-Based Access Control documentation.
Monitor usage & purchase
Seven days into your trial, go to the Billing page to view your estimated usage to see what Fivetran may cost for you. Fivetran notifies you once the estimate is ready. Learn how we calculate the estimate in our Free Account Trial documentation.
Once your trial ends, choose a pricing plan to continue using Fivetran. You can either choose a plan on your Billing page and add a credit card (if applicable) or speak with a Fivetran salesperson for an annual commitment.
* dbt Core is a trademark of dbt Labs, Inc. All rights therein are reserved to dbt Labs, Inc. Fivetran Transformations is not a product or service of or endorsed by dbt Labs, Inc.