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 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 data from your Crossbeam account.