Configuring Fivetran Integration

Configuring Fivetran Integration in Tabula

Overview

Tabula now supports seamless integration with Fivetran, enabling users to easily connect to various external data sources such as Google Analytics, Facebook Ads, or Stripe. This guide will walk you through the steps to connect and configure a data source using Fivetran in Tabula.

Step-by-Step Guide

Step 1: Add a New Data Source

1. Start from the Connectors screen in Tabula.

2. Click on the "Add source" button.

Connectors Screen

Step 2: Browse Available Sources

1. On the Browse Available Sources screen, search for the data source you want to connect to. In this example, we'll choose Facebook Ads.

2. Click on the "Set up" button next to the selected data source.

Browse Available Sources

Select Facebook Ads

Step 3: Confirm Destination

1. Select the destination database where the data from the source will be stored. If you don't have a storage solution yet, you can register for a free Snowflake trial account using our video guide. For this example, we will use an already connected PostgreSQL database.

2. Click on the "Ok! Go next" button to proceed.

Confirm Destination

Step 4: Authorize Fivetran

1. A browser window will open, prompting you to authorize Fivetran to access the selected data source. Follow the on-screen instructions to complete the authorization. In this example, you'll authorize Fivetran to access Facebook Ads.

2. After authorization, return to the Tabula application.

Authorize Fivetran

Step 5: Configure Sync Settings

1. Back in Tabula, you will see a screen to configure the sync settings.

   • Source Name: Enter a name for your source.

   • Sync Frequency: Set the frequency at which Tabula should synchronize data from the source.

   • Select Tables: Choose which tables to sync. (Note: loading the data schema may take some time)

2. After configuring the settings, click on the "Start sync" button.

Configure Sync Settings

Important Notice

Please be aware that the data transfer process from your selected source can potentially take a significant amount of time depending on the volume of data. In some cases, this process may take up to several hours. We appreciate your patience during this time.

Step 6: Using the Active Connector

1. Once the connector status shows as active, it can be used in the Source node while building your workflow in Tabula.

Active Connector

Additional Notes

• Ensure you have appropriate permissions and access to the data source you want to connect.

• The sync frequency and selected schemas play a crucial role in how up-to-date your data is.

• For further assistance, refer to the help documentation or contact customer support.