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.

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

In the connection 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.
You can enter multiple Forecast IDs as comma-separated values.
You cannot change the Forecast IDs after you set up the connection.
(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.
Click Save & Test. Fivetran will take it from here and sync your Clari data.