Crossbeam Setup Guide Lite

Follow our setup guide to connect Crossbeam to Fivetran.

Prerequisites

To connect Crossbeam to Fivetran, you need access to an active Crossbeam account.

Only use an HTTPS URL with TLS version 1.2 or above.

In the connection setup form, enter your Destination schema name.
Click Authorize. You will be redirected to your Crossbeam account to authorize Fivetran's access.
Log in to your Crossbeam account and allow Fivetran to connect. You will be redirected back to Fivetran.
(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 data from your Crossbeam account.