How to Connect to a Cloud Source (Fivetran)

Follow these steps to connect a cloud data source:

1. Navigate to Sources in the navigation menu. Click "Create Source".

2. Browse or search for your data source type. Select from categories: Databases, Applications, Files, etc. Click on the connector you want to use.

3. Provide the connection details required for your source:

   • Connection Name: A friendly name to identify this source (e.g., "SAP Production").
   • Host / Server: The database server address or endpoint URL.
   • Port: The network port for the connection (default varies by database).
   • Database Name: The specific database to connect.
   • Username: Account username with read access to the data.
   • Password: Account password.
   • Schema: The database schema containing your tables.

4. Click "Test Connection" to verify your credentials. Fix any errors shown (check credentials, network access, firewall). A successful test shows a green checkmark.

5. SpendCraft fetches available schemas and tables. Select the tables containing your spend data. Make sure to enable/disable specific columns as needed.

6. Choose sync frequency. Set data delay sensitivity if needed. Click "Create Connector" to finalize.

7. SpendCraft triggers the first data sync automatically. Monitor progress in the source status indicator. Post successful completion, proceed to Column Mapping.