Clari Setup Guide Lite

Follow our setup guide to connect Clari to Fivetran.

Prerequisites

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

Find your forecast ID from the URL of your Forecast Tab and make a note of it. You will need it to configure Fivetran.

NOTE: You can export any Forecast Tab using Clari's Forecasting APIs.

In the connector setup form, enter your chosen Destination schema name.
Enter the API Token you generated in Step 1.
Enter the Forecast ID you found in Step 2.
NOTE: You may enter multiple Forecast IDs as comma-separated values.
(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 Clari data.