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doc-templates/destination-connector-templates/destination-overview-template.md
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{This is a template for standard destination connector docs. Items between curly brackets need to be replaced with specific names or directions. For links to Fivetran documentation pages/sections, do _not_ use the absolute path format like [page name](https://fivetran.com/docs/...), use [page/section name](/docs/...) instead. Also, do _not_ include `/index.md` in the path, trim the path at the page directory. For example, [connector page name](/docs/connectors/applications/some-connector) is correct while [connector page name](/docs/connectors/applications/some-connector/index.md) is _incorrect_.} | ||
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--- | ||
name: {Item name in the left nav menu} | ||
title: {SEO title} | ||
description: {Meta Description} | ||
hidden: {true or false. Set to true if the article should only be accessible via a direct link and not indexed by crawlers.} | ||
--- | ||
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# {Destination Name} | ||
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{Description - Required - What is the service? Overview of what the service is (for example, Snowflake/Redshift). You can refer to publicly available documentation, however, remember to tailor it to Fivetran's context. Also, add a link to the related public website for the user’s reference.} | ||
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{Example: [Azure Data Lake Storage](https://azure.microsoft.com/en-gb/products/storage/data-lake-storage/) is a cloud-based, scalable data storage solution for big data analytics. ADLS allows you to store and manage massive amounts of data in any format. Fivetran supports data lakes built on ADLS as a destination.} | ||
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{Add this text to partner-built destination files: This destination is [partner-built](/docs/partner-built-program). For any questions related to {destination name} destination and its documentation, contact [{destination name} Support](_add support link_).} | ||
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------------------ | ||
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## Setup guide | ||
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Follow our [step-by-step {Destination} setup guide](/docs/{path}/setup-guide) to connect your {Destination} destination with Fivetran. | ||
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------------------ | ||
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## Type transformation and mapping | ||
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The data types in your {New Destination} follow Fivetran's [standard data type storage](/docs/destinations#datatypes). | ||
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We use the following data type conversions: <The following is an example> | ||
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| Fivetran Data Type | Destination Data Type | Notes | | ||
| - | - | - | | ||
| BOOLEAN | BOOLEAN | | | ||
| SHORT | SMALLINT | | | ||
| INT | INTEGER | | | ||
| LONG | BIGINT | | | ||
| FLOAT | REAL | | | ||
| DOUBLE | DOUBLEPRECISION | | | ||
| BIGDECIMAL | DECIMAL | | | ||
| LOCALDATE | DATE | | | ||
| INSTANT | TIMESTAMP_TZ | | | ||
| LOCALDATETIME | TIMESTAMP_NTZ | | | ||
| STRING | VARCHAR or TEXT | VARCHAR if `bytelength`is present, else TEXT | | ||
| JSON | VARIANT | | | ||
| BINARY | BINARY | | | ||
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<Example content> | ||
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> NOTE: SMALLINT, INTEGER, and BIGINT are synonymous with [NUMBER](https://docs.snowflake.com/en/sql-reference/data-types-numeric.html#int-integer-bigint-smallint-tinyint-byteint). | ||
------------------ | ||
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## Hybrid Deployment support | ||
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We {support/do not support} for the [Hybrid Deployment model](/docs/core-concepts/architecture/hybrid-deployment) for {destination name} destinations. | ||
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------------------ | ||
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## Limitations (if applicable) | ||
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{Document the destination's limitations - for example, this destination does not support history mode.} | ||
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------------------ | ||
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## Optimize {Destination} (if applicable) | ||
{List steps to optimize destination performance.} | ||
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------------------ | ||
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## Data load costs | ||
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List any additional cost info our customers need to know. | ||
------------------ | ||
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## Migrate destinations {This is an example section} | ||
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1. Enumerate the steps. | ||
2. Use screenshots if necessary. |
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doc-templates/destination-connector-templates/destination-setup-guide-template.md
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{This is a destination connector setup guide template. Items between curly brackets need to be replaced with specific names or directions. For links to Fivetran documentation pages/sections, do _not_ use the absolute path format like [page name](https://fivetran.com/docs/...), use [page/section name](/docs/...) instead. Also, do _not_ include `/index.md` in the path, trim the path at the page directory. For example, [connector page name](/docs/connectors/applications/some-connector) is correct, while [connector page name](/docs/connectors/applications/some-connector/index.md) is _incorrect_.} | ||
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--- | ||
name: {Item name in the left nav menu} | ||
title: {SEO title} | ||
description: {Meta Description} | ||
hidden: {true or false. Set to true if the article should only be accessible via a direct link and not indexed by crawlers.} | ||
--- | ||
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# {Destination Name} Setup Guide | ||
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Follow our setup guide to connect {Destination} to Fivetran. | ||
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----- | ||
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## Prerequisites | ||
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To connect a {Destination} to Fivetran, you need the following: | ||
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{List what the user needs to know or do before they get started} | ||
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- A Fivetran role with the [Create Destinations or Manage Destinations](/docs/using-fivetran/fivetran-dashboard/account-settings/role-based-access-control#rbacpermissions) permissions | ||
- Administrator account {this is an example} | ||
- Version 17 of Acme installed {this is an example} | ||
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--- | ||
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## Setup instructions | ||
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### <span class="step-item">{Descriptive name of the step; for example, Get your API key}</span> | ||
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1. Enumerate the steps. | ||
2. List one action per step. | ||
{use screenshots when needed} | ||
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### <span class="step-item">Second step</span> | ||
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1. Enumerate the steps. | ||
2. List one action per step. | ||
{use screenshots when needed} | ||
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### <span class="step-item"> Complete Fivetran configuration </span> | ||
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{Required} | ||
1. Log in to your [Fivetran account](https://fivetran.com/login). | ||
2. Go to the **Destinations** page and click **Add destination**. | ||
3. Enter a **Destination name** of your choice and then click **Add**. | ||
4. Select **<Destination>** as the destination type. | ||
5. In the destination setup form, enter the **Host** name you found in [Step 1](/docs/destinations/). | ||
6. Enumerate the steps in from the destination setup form. | ||
7. List one action per step. | ||
8. Click **Save & Test**. | ||
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Fivetran [tests and validates](/docs/destinations/newdestination/setup-guide#setuptests) the <Destination> connection. Upon successfully completing the setup tests, you can sync your data using Fivetran connectors to the <Destination> destination. | ||
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### Setup tests | ||
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Fivetran performs the following {Destination} connection tests: <The following are examples>: | ||
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The Host Connection test checks the host's accessibility and validates the database credentials you provided in the setup form. | ||
- The Validate Passphrase test validates your private key against the passphrase if you use key-pair authentication. | ||
- The Default Warehouse test checks if the Snowflake warehouse exists and if you have set it as the default warehouse. | ||
- The Database Connection test checks if we can connect to your Snowflake database. | ||
The Permission test checks whether we have the CREATE SCHEMA and CREATE TEMPORARY TABLES permissions on your Snowflake database. | ||
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> NOTE: The tests may take a couple of minutes to complete. | ||
--- | ||
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## Related articles | ||
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[<i aria-hidden="true" class="material-icons">description</i> Destination Overview](/docs/destinations/newdestination) | ||
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<b> </b> | ||
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[<i aria-hidden="true" class="material-icons">assignment</i> Release Notes](/docs/destinations/newdestination/changelog) | ||
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<b> </b> | ||
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[<i aria-hidden="true" class="material-icons">settings</i> API Destination Configuration](/docs/rest-api/destinations/config#newdestination) | ||
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<b> </b> | ||
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[<i aria-hidden="true" class="material-icons">home</i> Documentation Home](/docs/getting-started) | ||
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doc-templates/source-connector-templates/connector-overview-template.md
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{This is a template for the source connector overview page. Items between curly brackets need to be replaced with specific names or directions. For links to Fivetran documentation pages/sections, do _not_ use the absolute path format like [page name](https://fivetran.com/docs/...), use [page/section name](/docs/...) instead. Also, do _not_ include `/index.md` in the path, trim the path at the page directory. For example, [connector page name](/docs/connectors/applications/some-connector) is correct while [connector page name](/docs/connectors/applications/some-connector/index.md) is _incorrect_.} | ||
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--- | ||
name: {Item name in the left nav menu} | ||
title: {Source system} connector by Fivetran | Fivetran documentation | ||
Description: Connect your {source system} data to your destination using Fivetran. | ||
hidden: {true or false. Set to true if the article should only be accessible via a direct link and not indexed by crawlers.} | ||
--- | ||
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# {Source Connector Name} {% typeBadge connector="connector_name" /%} {% availabilityBadge connector="connector_name" /%} | ||
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{Description - Required - What is the service? Overview of what the service is (Marketo = Email marketing tool). You can refer to publicly available documentation, however, remember to tailor it to Fivetran's context. | ||
Also, add a link to a related public website for users’ reference.} | ||
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{Example: [15Five](https://www.15five.com/) is an employee performance management platform.} | ||
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------------------ | ||
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## Features | ||
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{List the supported features and their notes separated by a colon to populate the Supported and Notes columns of the Feature table. Unsupported features are added automatically. Use the colon after the feature name. Each feature should be on a new line. The feature list should be wrapped by `{% featureTable connector="connector_id" %} ... {% /featureTable %}`. It helps to autopopulate some data in the Note column. If you want to add a new feature to the Feature table or change a link of an existing feature, make the relevant change to the template file: `/docs/_template_articles/feature-table.yaml`. Add notes to clarify the conditions under which the particular feature is supported for the connector. For example, if a connector only supports custom data for certain tables, specify these tables. Or, if a connector supports data blocking at every level, list all the levels: "Column level, table level, and schema level". For definitions of features, see our [Features documentation](https://fivetran.com/docs/using-fivetran/features). } | ||
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{% featureTable connector="connector_id" %} | ||
Capture Deletes: | ||
Custom Data: | ||
Data Blocking: | ||
Column Hashing: | ||
Re-sync: Connector level | ||
History Mode: | ||
API Configurable: | ||
Priority-first sync: | ||
Fivetran data models: | ||
Private Networking: | ||
{% /featureTable %} | ||
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{ If the connector supports API configuration, add it to the list of [Connectors supported by API and their authorization methods] | ||
(/docs/rest-api/getting-started#connectorssupportedbyapiandtheirauthorizationmethods) and specify whether it supports Connect Card and API authorization.} | ||
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------------------ | ||
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## Setup guide | ||
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Follow our [step-by-step {Connector name} setup guide](/docs/{path}/setup-guide) to connect {Connector} with your destination using Fivetran connectors. | ||
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------------------ | ||
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## Sync overview | ||
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{Optional} | ||
{Brief overview of how the connector works. | ||
What processes do we use to sync the data? Query the initial sync, then read off the logs? | ||
If the connector uses webhooks as part of its sync strategy, add it to the list in the [Exceptions section](/docs/security#exceptions) - under the **Event data from the Webhooks connector and other connectors using webhooks** item. Also, specify its data retention period.} | ||
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{Use subheadings (### and ####) to cover items such as rollback syncs and conversion windows} | ||
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------------------ | ||
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## Schema information | ||
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{Embed a link to the connector’s ERD.} | ||
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{In subheadings (### and ####) cover items such as initial sync, updating data, deleted rows, deleted columns, type transformations and mapping, and Fivetran-generated columns.} |
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doc-templates/source-connector-templates/connector-setup-guide-template.md
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{This is a connector setup guide template. Items between curly brackets need to be replaced with specific names or directions. For links to Fivetran documentation pages/sections, do _not_ use the absolute path format like [page name](https://fivetran.com/docs/...), use [page/section name](/docs/...) instead. Also, do _not_ include `/index.md` in the path, trim the path at the page directory. For example, [connector page name](/docs/connectors/applications/some-connector) is correct while [connector page name](/docs/connectors/applications/some-connector/index.md) is _incorrect_.} | ||
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--- | ||
name: {Item name in the left nav menu} | ||
title: {SEO title} | ||
description: {Meta Description - Example: Read step-by-step instructions on how to connect {Source system} with your destination using Fivetran connectors.} | ||
hidden: {true or false. Set to true if the article should only be accessible via a direct link and not indexed by crawlers.} | ||
--- | ||
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# {Connector} Setup Guide {% typeBadge connector="connector_name" /%} {% availabilityBadge connector="connector_name" /%} | ||
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Follow our setup guide to connect {Connector} to Fivetran. | ||
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----- | ||
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## Prerequisites | ||
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{Required} | ||
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To connect your {Source Connector} account to Fivetran, you need: | ||
{List what the user needs to know or do before they get started} | ||
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- Administrator account {this is an example} | ||
- Version 17 of Acme installed {this is an example} | ||
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--- | ||
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## Setup instructions | ||
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To authorize Fivetran to connect to your {Connector} app, follow these instructions: | ||
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### <span class="step-item">{Descriptive name of step, for example, Get your API key}</span> | ||
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1. Enumerate the steps. | ||
2. List one action per step. | ||
{use screenshots when needed} | ||
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### <span class="step-item">Second step</span> | ||
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1. Enumerate the steps. | ||
2. List one action per step. | ||
{use screenshots when needed} | ||
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### <span class="step-item">Finish Fivetran configuration </span> | ||
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{Required} | ||
1. In the [connector setup form](/docs/using-fivetran/fivetran-dashboard/connectors#addanewconnector), enter {field specific to this connector}. | ||
1. {Additional instructions for this specific connector} | ||
1. Click **Save & Test**. Fivetran will take it from here and sync your data from your {Connector Name} account. | ||
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### Setup tests (applies to all connectors but Applications connectors) | ||
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{List the setup tests that we run in the Fivetran dashboard for this connector.} | ||
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Fivetran performs the following {Connector} connection tests: | ||
- The Validate Secrets test checks if you have entered the secrets in a valid JSON format. {this is an example} | ||
- The Connecting to AWS test checks the connection and the cluster accessibility. {this is an example} | ||
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--- | ||
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## Related articles | ||
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[<i aria-hidden="true" class="material-icons">description</i> Connector Overview](/docs/connectors/{connector category}/newconnector) | ||
{Replace "connector category" with the actual category the connector falls into. The options are applications, databases, events, files, or functions.} | ||
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<b> </b> | ||
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[<i aria-hidden="true" class="material-icons">account_tree</i> Schema Information](/docs/connectors/{connector category}/newconnector#schemainformation) | ||
{Replace "connector category" with the actual category the connector falls into. The options are applications, databases, events, files, or functions.} | ||
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<b> </b> | ||
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[<i aria-hidden="true" class="material-icons">assignment</i> Release Notes](/docs/connectors/{connector category}/newconnector/changelog) | ||
{Only add the Release Notes related article if the connector is in Beta or GA. Private Preview connectors don't have release notes.} | ||
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<b> </b> | ||
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[<i aria-hidden="true" class="material-icons">settings</i> API Connector Configuration](/docs/rest-api/connectors/config#newconnector) | ||
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<b> </b> | ||
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[<i aria-hidden="true" class="material-icons">home</i> Documentation Home](/docs/getting-started) |
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