Coheris Setup Guide Lite Private Preview

Follow our setup guide to connect Coheris to Fivetran.

Prerequisites

To connect Coheris to Fivetran, you need a Coheris account with a user access token.

Find your base URL in the web URL. If your web URL is https://uat.fivetran.com/coheriscrm, then your base URL is uat.fivetran.com.

Open the Coheris Modules application and click the settings icon to access the user management.
Select the user for whom you want to create an access token and click the user's identifier.
This opens the User Edition panel, where the Single Sign-on (SSO) field contains the access token.
Copy the token to paste it in Coheris CRM (Configuration mode > Table U to open the user record > Access to modules).
Make a note of the access token. You will need it to configure Fivetran.
If you encounter any issues while creating an Access Token or locating the base URL, contact Coheris's support team.

In the connection setup form, enter the Destination schema name of your choice.
Enter the Base URL you found.
Enter the Access Token you generated.
(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 Coheris data.