Cornerstone Setup Guide Lite
Follow our setup guide to connect Cornerstone to Fivetran.
Prerequisites
To connect Cornerstone to Fivetran, you need a Cornerstone account with the 'Edge APIs - Manage' security permission.
Setup instructions
Enable reporting API
Log in to your Cornerstone account.
Go to Admin > Tools > Edge > Marketplace.
In the search bar, search for and click Reporting API tile.
In the Marketplace page, do one of the following:
If you are in the pilot and stage environment:
Click Install.
Click I Agree to accept terms and conditions and then click Configure Now.
If you are in the production environment, click Purchase Inquiry.
Once you submit the inquiry, a Cornerstone Client Executive will contact you with the next steps for completing the purchase and enablement process.
Find base URL
Find your account's base URL in your Conerstone URL and make a note of it. The base URL depends on the environment.
- For Production, the base URL is
portal_name.csod.com. - For Staging, the base URL is
portal_name-stg.csod.com. - For Pilot, the base is
portal_name-pil.csod.com.
Replace portal_name with your actual portal name.
Generate client credentials
Log in to your Cornerstone account.
Navigate to Admin > Tools > Edge > API Management > Manage OAuth 2.0 Applications.
Click Register New Application.
Enter your Application Name.
Enter the User ID of an active user in your portal.
In the Access Token Validity Period field, type
86400seconds.In the Scopes section, select the following scopes:
Reporting API: Refer to the table below to find the complete list of required permissions.
Expand for the table
Tables Required Scope ASSESSMENT_TEST obj_assessment_test_core:readCERTIFICATION vw_rpt_certification2:readCULTURE_CORE obj_culture_core:readCURRICULUM vw_rpt_curriculum:readCURRICULUM_STRUCTURE_CORE obj_curriculum_structure_core:readGOAL obj_goal_core:readJOB_REQUISITION_TARGET_OU_CORE obj_job_requisition_target_ou_core:readPERFORMANCE_REVIEW vw_rpt_performance_review:readRECRUITING vw_rpt_recruiting:readREQUISITION vw_rpt_requisition:readREQUISITION_CF obj_job_requisition_cf_core:readSETUP TEST obj_metadata:readTRAINING obj_training_core:readTRAINING_ASSIGNMENT_CORE obj_training_assignment_core:readTRAINING_ASSIGNMENT_USER obj_training_assignment_user_core:readTRAINING_AVAILABILITY_BY_OU_CORE obj_training_availability_by_ou_core:readTRAINING_CURRICULA vw_rpt_training_curricula:readTRAINING_LOCAL_CORE obj_training_local_core:readTRAINING_MATERIAL_TYPE_CORE obj_training_material_type_core:readTRAINING_MATERIAL_TYPE_LOCAL_CORE obj_training_material_type_local_core:readTRAINING_PROVIDER_CORE obj_training_provider_core:readTRAINING_TYPE_CORE obj_training_type_core:readTRAINING_TYPE_LOCAL_CORE obj_training_type_local_core:readTRANSCRIPT obj_transcript_core:readTRANSCRIPT_DELIVERY_METHOD_LOCAL_CORE obj_transcript_delivery_method_local_core:readTRANSCRIPT_STATUS vw_rpt_transcript_status:readTRANSCRIPT_STATUS_GROUP vw_rpt_transcript_status_group:readTRANSCRIPT_STATUS_LOCAL_CORE obj_transcript_status_local_core:readUSERS obj_users_core:readUSER_CUSTOMER_FIELD vw_rpt_user_cf:readUSER_STATUS vw_rpt_user_status:read
- Be sure to select the
obj_metadata:readscope to complete the setup test. Additionally, we recommend that you select all the required scopes to avoid HTTP 401 unauthorized errors. For more information, see the List of scopes and security permissions for APIs. - To prevent any errors during data sync, deselect the tables for which the required scopes are not provided.
Click Register Application and then click Save changes.
Make a note of the Client ID, Client Secret, and all the Scopes that you selected. You will need them to configure Fivetran.
Finish Fivetran configuration
In the connection setup form, enter your Destination schema name.
Enter the Base URL that you found.
Enter the Client ID and Client secret you generated.
Enter the list of Scopes you selected.
Enter all the selected scopes as space-separated values. For example:
employee:readreportingmetadata:view.(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 Cornerstone data.