Use a Fivetran-Managed Destination

Follow this guide to set up a free account trial using a free, Fivetran-managed destination.

NOTE: The Fivetran-managed destination is a BigQuery data warehouse. The destination is free to use for your account trial period of 14 days. When your free trial has ended, Fivetran's sales team will contact you to see if you want to continue using the destination. If you do, Fivetran makes you the billing owner.

Prerequisites

To set up your free trial, you need:

• A data source. Check our directory to confirm that Fivetran supports your data source. For the quickest setup, use a Google Sheets connector.

Set up your account trial

TIP: If you need help connecting your source or destination, you can invite a teammate to help. At the top of the setup wizard, click invite a teammate.

Create Fivetran account

1. Go to the Fivetran website.

2. In the top right corner, click the Free Trial button. Alternatively, you can click the Start Free Trial button on the main landing page.

3. Enter your account information.

4. Click Create my account.

5. Fivetran will send you an email to confirm your email address. Check your email and click the verification link.

6. On the Complete your account page, enter your organization name, phone number, and country.

7. Click Get started. You will be redirected to the welcome page of the free trial setup wizard, which will guide you through the setup process.

8. On the Welcome to Fivetran page, you can either select your top priority during your free trial to help us guide your trial experience or click Skip if you don't want to respond.

Connect your source

1. On the What software do you currently use? page, choose at least one source that you'd potentially like to connect to Fivetran.

   TIP: We recommend choosing three or more sources to test how well Fivetran works for your business needs.

2. Click Next. A list of your chosen sources appears.

3. Select a source to set up. You can either choose a source from the list or use the search bar to find a different source. Once you click on the source, you will be redirected to the connector setup form.

   TIP: If you want to get started as quickly as possible, we identify which of your chosen sources has the fastest setup process.

4. In the connector setup form, follow the instructions in the embedded setup guide on the right to finish setting up your source. This may require you to visit other apps and websites belonging to your source system, so we recommend keeping Fivetran open in a separate tab.

5. Fill in the required fields (the fields vary by source).

6. Click Save & Test to trigger the connection tests.

7. After your connection tests pass, click Continue.

   NOTE: If your connection tests fail, you will see a brief failure message. Correct the issues Fivetran identified, then rerun the connection tests.

Connect your managed BigQuery destination

1. On the Connect Destination page, click set up a Fivetran-managed destination above the destination list.

2. On the Fivetran Managed BigQuery page, read the information about Fivetran's managed BigQuery warehouse option, then click I understand to proceed. You will be redirected to the destination setup form.

3. In the destination setup form, select a dataset location, data processing location, and time zone.

4. Click Save.

5. When your changes have been successfully saved, click Continue.

Select source data

The following connectors require you to select the source data you'd like to sync:

• Microsoft Dynamics 365
• NetSuite SuiteAnalytics
• Salesforce
• ServiceNow
• Zuora
• Database connectors

If your source does not require source data selection, your free account trial setup is complete. Proceed to the next section to begin your initial sync.

1. Fivetran automatically fetches data from your source and creates initial schemas based on your data. To include a schema in your data syncs, set the toggle next to the schema name to Enabled.

2. To include a table in your data syncs, select the checkbox next to the table name.

3. Including a table in your syncs automatically includes all of its columns. To exclude a column from your syncs, clear the checkbox next to the column name.

4. If your connector supports column hashing, you can hash a column by selecting the Hash Column checkbox to the right of the column name.

5. When you are done, click Save & Continue. You will be redirected to the Connector status page of your Fivetran dashboard.

Start initial sync

On the Connector status page, click Start initial sync to begin your initial sync. We will email you when your initial sync has finished. Your 14-day free account trial begins once a connector starts an incremental sync.