Close Setup Guide Lite
Follow our setup guide to connect Close to Fivetran.
Prerequisites
To connect Close to Fivetran, you need a Close account.
Setup instructions
Create API key
Log in to your Close account.
In the navigation menu, click Settings and then click API Keys.
Click + New API Key.
Make a note of the API key. You will need it to configure Fivetran.
Finish Fivetran configuration
In the connection setup form, enter your Destination schema name.
Enter the API Key you created in Step 1.
(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 Close data.
Related articles
description Connector Overview
account_tree Schema Information
settings API Connection Configuration