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:
  1. Click Install.
  2. 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_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 86400 seconds.

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
SETUP TEST	`obj_metadata:read`
USERS	`vw_rpt_user:read`
CERTIFICATION	`vw_rpt_certification2:read`
PERFORMANCE_REVIEW	`vw_rpt_performance_review:read`
USER_CUSTOMER_FIELD	`vw_rpt_user_cf:read`
GOAL	`vw_rpt_goals:read`
CURRICULUM	`vw_rpt_curriculum:read`
TRAINING	`vw_rpt_training:read`
TRAINING_ASSIGNMENT_USER	`vw_rpt_training_assignment_user:read`
TRAINING_CURRICULA	`vw_rpt_training_curricula:read`
RECRUITING	`vw_rpt_recruiting:read`
REQUISITION	`vw_rpt_requisition:read`
REQUISITION_CF	`vw_rpt_requisition_cf:read`
REQUISITION_LOCATION	`vw_rpt_requisition_location:read`

NOTES:
Be sure to select the obj_metadata:read scope 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.
Note: Enter all the selected scopes as space-separated values. For example: employee:read reportingmetadata: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.

Connector Overview

Schema Information

API Connection Configuration

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