HelpDesk Setup Guide Lite
Follow our setup guide to connect HelpDesk to Fivetran.
Prerequisites
To connect HelpDesk to Fivetran, you need:
- a HelpDesk account
- Client ID and Client secret of your server-side app. While creating the app, make sure you do the following:
- In the Redirect URI whitelist field, enter
https://fivetran.com/integrations/helpdesk/oauth2/return. - Provide the following access scopes:
access_rules:roaccounts--all:roaccounts.roles--all:roagents--all:roagents-bot--all:rochats--all:rogroups--all:rosessions--my:rotags--all:ro
- In the Redirect URI whitelist field, enter
Contact HelpDesk support to create your app and client credentials.
Setup instructions
- In the connection setup form, enter the Destination schema name of your choice.
- Enter your HelpDesk Client ID and Client secret.
- Click Authorize to allow Fivetran access to your HelpDesk account using OAuth. You will be redirected to your HelpDesk account to authorize Fivetran's access.
We recommend logging in while in incognito mode to ensure authorization of the correct account.
- Log in to your HelpDesk account. Once you have finished, 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 HelpDesk data.
Related articles
description Connector Overview
account_tree Schema Information
settings API Connection Configuration