HiBob Setup Guide Lite

Follow our setup guide to connect HiBob to Fivetran.

Prerequisites

To connect HiBob to Fivetran, you need a HiBob account with Administrator permissions.

Log in to your HiBob account.
On the navigation menu, select Settings.
On the Settings navigation menu, go to Integrations > Automation.
Click Service Users.
Click New Service User.
Enter Service User Name and Display Name.
Click Save.
Make a note of the service user ID and token. You will need them to configure Fivetran.

To assign permissions to a service user, you can either:

To create a new permission group, follow the instructions on the create a custom permissions group page.

NOTE: If you are creating a new permission group for service users, make sure to remove any default conditions such as Lifecycle status = Employed.

On the navigation menu, select Settings.
On the Settings navigation menu, go to Accounts > Permissions groups.
Select the relevant group.
Select Group actions > Edit details.
Go to Select people by condition > Edit.
In the Add specific employees dropdown, select Service Users, and select the service user your created in Step 1.
Click Apply.
Click Apply on the Select people by condition pop-up window.

In the connector setup form, enter the Destination schema name of your choice.
Enter the User ID that you crated in Step 1.
Enter the Token that you crated in Step 1.
(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 HiBob data.