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.
NOTE: 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.
NOTE: Replace
portal_namewith 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 in addition to the scopes you want:
Core:
employee:read,group:read,outype:read,ou:read,globalsearch:read, andapproval:readLearning:
training:read,learningassignment:read,sessionroster:read,transcript:read,inbox:read,approval:read,task:read, andcertification:readTranscript:
transcript:readPerformance:
performancereview:readandgoal:readRecruiting:
jobrequisition:read,applicationworkflow:read, andjobapplicant:readReporting API: Refer to the table below to get the complete list of objects and permissions required.
Expand for the table
Object Permission reportingmetadata view vw_rpt_applicant read vw_rpt_ats_historical_statuses read vw_rpt_cert_local read vw_rpt_certification2 read vw_rpt_certification_owner read vw_rpt_competency_local read vw_rpt_culture read vw_rpt_curriculum read vw_rpt_curriculum_structure read vw_rpt_custom_field_value_local read vw_rpt_eval_question_user_response_local read vw_rpt_evaluations read vw_rpt_filter_lo_ou read vw_rpt_filter_lo_user read vw_rpt_forms2_submissions read vw_rpt_goals read vw_rpt_goals_status_local read vw_rpt_instructor read vw_rpt_job_requisition_applicant_status_local read vw_rpt_job_requisition_local read vw_rpt_language read vw_rpt_lo_form_cf_display_value_local read vw_rpt_lo_session_local read vw_rpt_lo_status_local read vw_rpt_offer_letter read vw_rpt_offer_letter_cf read vw_rpt_onboarding read vw_rpt_ou read vw_rpt_ou_cf read vw_rpt_ou_cf2 read vw_rpt_ou_custom_field_text_response_local read vw_rpt_ou_title_local read vw_rpt_ou_type read vw_rpt_ou_type_local2 read vw_rpt_performance_review read vw_rpt_performance_review_question read vw_rpt_performance_review_section read vw_rpt_performance_review_step read vw_rpt_qna_question_category_local read vw_rpt_qna_text_local read vw_rpt_recruiting read vw_rpt_requisition read vw_rpt_requisition_cf read vw_rpt_requisition_location read vw_rpt_requisition_owner read vw_rpt_requisition_owners_stuffed read vw_rpt_requisition_posting read vw_rpt_resume read vw_rpt_resume_section_attribute_value_local read vw_rpt_subject read vw_rpt_subject_local2 read vw_rpt_subject_training read vw_rpt_succession_incumbent_smp_cf read vw_rpt_task_local2 read vw_rpt_test read vw_rpt_tnu_areas_of_interest read vw_rpt_training read vw_rpt_training_assignment read vw_rpt_training_assignment_set read vw_rpt_training_assignment_user read vw_rpt_training_assignment_user_criteria read vw_rpt_training_available_language read vw_rpt_training_bundle read vw_rpt_training_bundle_manifest read vw_rpt_training_cf read vw_rpt_training_cf_text_local read vw_rpt_training_curricula read vw_rpt_training_equivalent_training read vw_rpt_training_ilt_facility read vw_rpt_training_ilt_session_instructor read vw_rpt_training_local read vw_rpt_training_part_local read vw_rpt_training_provider read vw_rpt_training_rating_review read vw_rpt_training_schedule read vw_rpt_training_session_schedule read vw_rpt_training_title_local read vw_rpt_training_type read vw_rpt_training_type_local read vw_rpt_training_version read vw_rpt_transaction read vw_rpt_transcript read vw_rpt_transcript_cf read vw_rpt_transcript_delivery_method_local read vw_rpt_transcript_part_attendance read vw_rpt_transcript_status read vw_rpt_transcript_status_group read vw_rpt_transcript_status_local read vw_rpt_user read vw_rpt_user_cf read vw_rpt_user_dynamic_relation read vw_rpt_user_groups read vw_rpt_user_ou read vw_rpt_user_ou_history read vw_rpt_user_ou_info read vw_rpt_user_ou_status read vw_rpt_user_status read vw_rpt_user_status_local read Data Exporter API: Refer to the table below to get the complete list of objects and permissions required.
Expand to see the table
Object Permission obj_metadata read obj_address_core read obj_application_cf_enum_local_core read obj_application_cf_enum_local2_core read obj_assessment_evaluation_core read obj_assessment_response_core read obj_assessment_result_core read obj_assessment_test_core read obj_assessment_type_core read obj_AvailabilityType read obj_Capability read obj_Capability_local read obj_CapabilityCategory read obj_CapabilityCategory_local read obj_CapabilityCategoryMap read obj_CapabilityModel read obj_CapabilityModel_local read obj_CapabilityModelAvailability read obj_CapabilityModelCapabilityMap read obj_CapabilityModelTarget read obj_CapabilityModelTargetMap read obj_CapabilitySource read obj_CapabilityStatus read obj_CapabilityType read obj_CategoryStatus read obj_certification_category_local_core read obj_certification_core read obj_certification_family_local_core read obj_certification_local_core read obj_CheckIn read obj_CheckInFollowUp read obj_CheckInMeeting read obj_CheckInNote read obj_CheckInNote2 read obj_CheckInParticipant read obj_CheckInTemplate read obj_CheckInTemplate_local read obj_CheckInTopic read obj_compensation_type_local_core read obj_course_rating_core read obj_culture_core read obj_currency_core read obj_curriculum_due_date_type_local_core read obj_curriculum_structure_core read obj_devplan_action_step_core read obj_devplan_activity_type_core read obj_devplan_activity_type_local_core read obj_devplan_category_core read obj_devplan_category_local_core read obj_devplan_cf_core read obj_devplan_cf_enum_local_core read obj_devplan_cf_enum_local2_core read obj_devplan_core read obj_devplan_objective_category_core read obj_devplan_objective_category_local_core read obj_devplan_objective_core read obj_devplan_status_core read obj_devplan_status_local_core read obj_devplan_training_core read obj_feedback_badge_local_core read obj_goal_association_core read obj_goal_core read obj_instructor_core read obj_job_application_core read obj_job_application_disposition_local_core read obj_job_application_status_local_core read obj_job_application_submission_source_core read obj_job_application_workflow_association_core read obj_job_application_workflow_core read obj_job_application_workflow_local_core read obj_job_application_workflow_type_local_core read obj_job_requisition_cf_core read obj_job_requisition_core read obj_job_requisition_eeo_category_core read obj_job_requisition_employment_type_local_core read obj_job_requisition_status_tracking_core read obj_job_requisition_target_ou_core read obj_job_requisition_template_cf_core read obj_job_requisition_template_core read obj_job_requisition_template_local_core read obj_job_requisition_template_target_ou_core read obj_language_core read obj_offer_letter_cf_enum_local_core read obj_offer_letter_cf_enum_local2_core read obj_online_course_protocol_local_core read obj_ou_cf_core read obj_ou_cf_enum_local_core read obj_ou_cf_enum_local2_core read obj_ou_cf_text_local_core read obj_ou_core read obj_ou_hierarchy_core read obj_ou_local_core read obj_ou_type_core read obj_ou_type_local_core read obj_performance_review_cf_enum_local_core read obj_performance_review_cf_enum_local2_core read obj_posmgmt_job read obj_posmgmt_job_status read obj_posmgmt_job_unit_assignment read obj_posmgmt_position read obj_posmgmt_position_hierarchy read obj_posmgmt_position_job_assignment read obj_posmgmt_position_relation read obj_posmgmt_position_status read obj_posmgmt_position_unit_assignment read obj_posmgmt_position_user_assignment read obj_posmgmt_unit read obj_posmgmt_unit_assignment read obj_posmgmt_user_unit_assignment read obj_ProficiencyLevel read obj_ProficiencyLevel_local read obj_qna_answer_bank_core read obj_qna_container_core read obj_qna_correct_answer_core read obj_nan read obj_qna_item_audit_core read obj_qna_question_category_core read obj_qna_question_category_local_core read obj_qna_question_core read obj_qna_question_type_local_core read obj_qna_section_core read obj_qna_structure_core read obj_qna_target_person_core read obj_qna_text_local_core read obj_scorm_session read obj_scorm_subsession read obj_scorm_subsession_interaction read obj_scorm_subsession_interaction_correct_response read obj_scorm2004_activity_session_history read obj_scorm2004_interaction_history read obj_Skill read obj_SkillsGraphLink read obj_SkillsGraphLinkMethod read obj_SkillsGraphLinkType read obj_smp_task_review_local_core read obj_subject_core read obj_subject_equivalent_core read obj_subject_local_core read obj_subject_training_core read obj_succession_cf_enum_local_core read obj_succession_cf_enum_local2_core read obj_TargetType read obj_task_local_core read obj_task_review_rating_local_core read obj_task_review_step_local_core read obj_task_status_local_core read obj_timezone_core read obj_timezone_local_core read obj_training_assignment_core read obj_training_availability_by_ou_core read obj_training_availability_by_user_core read obj_training_bundle_core read obj_training_bundle_manifest_core read obj_training_cf_core read obj_training_cf_enum_local_core read obj_training_cf_enum_local2_core read obj_training_contact_core read obj_nan read obj_training_core read obj_training_exemption_reason_local_core read obj_training_forecast_cf_enum_local_core read obj_training_forecast_cf_enum_local2_core read obj_training_ilt_facility_core read obj_training_ilt_facility_type_local_core read obj_training_ilt_session_core read obj_training_license_core read obj_training_local_core read obj_training_material_type_core read obj_training_material_type_local_core read obj_training_part_attendance_core read obj_training_part_core read obj_training_part_instructor_core read obj_training_part_local_core read obj_training_part2_core read obj_training_provider_core read obj_training_provider_instructor_membership_core read obj_training_purchase_core read obj_training_purchase_line_item_core read obj_training_purchase_payer_core read obj_training_purchase_payment_type_core read obj_training_purchaser_overrides_core read obj_training_relationship_core read obj_training_relationship_type_core read obj_training_removal_reason_local_core read obj_training_requirement_tag_category_core read obj_training_requirement_tag_category_local_core read obj_training_requirement_tag_core read obj_training_requirement_tag_local_core read obj_training_scorm_core read obj_training_type_core read obj_training_type_local_core read obj_transcript_action_reason_local_core read obj_transcript_assignment_core read obj_transcript_cf_core read obj_transcript_core read obj_transcript_delivery_method_local_core read obj_transcript_origin_type_local_core read obj_transcript_src_assignment_core read obj_transcript_status_local_core read obj_user_category_local_core read obj_user_cf_enum_local_core read obj_user_cf_enum_local2_core read obj_user_dynamic_relation_core read obj_user_employment_status_local_core read obj_user_leave_reason_local_core read obj_user_login_core read obj_user_ou_core read obj_user_ou_multi_core read obj_user_ou_pivoted_core read obj_user_ou_status_local_core read obj_user_rehire_eligibility_local_core read obj_user_status_core read obj_user_status_local_core read obj_user_sub_category_core read obj_user_sub_category_local_core read obj_user_termination_reason_category_core read obj_user_termination_reason_category_local_core read obj_user_termination_reason_core read obj_user_termination_reason_local_core read obj_user_type_local_core read obj_UserCapabilityStatus read obj_UserRatingVisibility_local read obj_users_cf_core read obj_users_core read obj_UserSkillMap read obj_UserSkills read
NOTE: We recommend that you select all the required scopes to avoid HTTP 401 unauthorized errors. For more information regarding scopes, read this documentation.
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 connector 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.
Note: 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 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 Cornerstone data.
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