How to Connect to Customers’ Data using Connect Card Links

Learn the 6 steps to easily and securely onboard data from your customers, without ever touching their login credentials. It’s as easy as sending an email.
February 14, 2022

Data integration is a core component of every company’s data management practices – whether it’s moving data to a data warehouse, migrating data from one or multiple databases to another, or synchronizing data between applications. If you’re in the business of extracting and processing data from your customers’ data sources, doing so reliably and securely can be very challenging as proper authentication credentials are required to form a connection between your customers’ data sources and the data warehouse. 

While the most simple and straightforward solution might be to ask the customer to share his or her credentials with you, that poses huge security risks. Customers will not want to share sensitive credentials of their production apps and databases. Not to mention, you don’t want to be liable for having them.

So what’s a better way? Enter Connect Card Links.

If you’re a Powered by Fivetran customer, you may already be familiar with the concept of Connect Cards. Connect Cards are a Fivetran user interface that can be embedded in your application or portal so that customers can self-authenticate a connection between their sources and Fivetran.

But what if you don’t have an application or portal? That’s where Connect Card Links come in. A Connect Card Link allows users to generate a link to a specific Fivetran connector in the form of a Connect Card. In this blog, we share 6 steps to help you successfully get started with this feature.

Fivetran Connect Card experience


Step 1: Create a Destination

The first step in creating a Connect Card Link is to have a destination set up on your Fivetran account. If you haven't already, set up Snowflake as a destination (or any of our other supported destinations). You also visit our documentation center to learn more. Once you're done getting it set up, grab the destination group ID from the connection details tab as shown in the image below. 

Step 2: Gather Authentication Credentials

After you have your destination group ID, you’ll need to gather your accounts API_KEY and API_SECRET. These can be found in the settings section of your Fivetran account.


Once you have these components, we’re ready to start making requests with the Fivetran API to build out our Connect Card Link. But before we dive into technical details, let’s take a look at the visual graphic below.

At a high level, the requests we’re going to make are done so by an auth and payload portion that is defined through JSON. There are a series of steps such as a request, response, and parsing that are done to collect the connector_id. We then do another set of request, response, and parsing to collect the token. The token is tacked onto a predefined URL schema that prompts the Connect Card experience.

Step 3: Create a Payload

For Connect Card Links, the first step in creating a connector is to define the service, group_id, and config in the payload of our code. To find your connector’s service name, head over to our documentation center and click on the connector name in the cell table that contains the compatible connector types. Find the first field entitled “service” — this is our service ID.

Next, we will put in the group_id that we gathered in the very beginning. The final step is to name the schema in the config section of our JSON payload. Once we have all of this information, your payload should look like the code below.


Step 4: Generate the Connector ID

To generate the connector, create a POST request against the following endpoint:

POST api.fivetran.com/v1/connectors

Take a look at the code sample below that walks through the POST request and response parsing.

Now that we have the connector_id, we can store it as a variable and pass it into the next POST request, which will create the unique token for the Connect Card.

Step 5: Set Up the Token

To build the token, initiate a POST request against the following endpoint:

POST api.fivetran.com/v1/connectors/<connector_id>/connect-card-token

Take a look at the code sample below that walks through the POST request and response parsing.

Step 6: Generate the Link

After we have all of these pieces of information, we can generate the Connect Card Link. For the sake of simplicity, we’ll just print this out to the terminal so it can be shared using whatever medium you wish to share it.

You’ll see something that looks like this.

Congratulations, you now have a fully functioning Connect Card Link! Send it to your customers via email, Slack or any other communication medium you prefer. When customers click on the link, they will be presented with a Fivetran Connect Card enabling them to authenticate any of our connectors entirely on their own, without sharing credentials with you. After a connection is formed, you can start a sync from the Fivetran UI or API. From there, you can sit back and let the data start flowing.

For more information, check out the GitHub repository that has sample code you can simply copy, paste and edit for your unique use case.

Learn more about why Powered by Fivetran is the easiest way for your customers to connect data to your app. 

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Data insights
Data insights

How to Connect to Customers’ Data using Connect Card Links

How to Connect to Customers’ Data using Connect Card Links

February 14, 2022
February 14, 2022
How to Connect to Customers’ Data using Connect Card Links
Learn the 6 steps to easily and securely onboard data from your customers, without ever touching their login credentials. It’s as easy as sending an email.

Data integration is a core component of every company’s data management practices – whether it’s moving data to a data warehouse, migrating data from one or multiple databases to another, or synchronizing data between applications. If you’re in the business of extracting and processing data from your customers’ data sources, doing so reliably and securely can be very challenging as proper authentication credentials are required to form a connection between your customers’ data sources and the data warehouse. 

While the most simple and straightforward solution might be to ask the customer to share his or her credentials with you, that poses huge security risks. Customers will not want to share sensitive credentials of their production apps and databases. Not to mention, you don’t want to be liable for having them.

So what’s a better way? Enter Connect Card Links.

If you’re a Powered by Fivetran customer, you may already be familiar with the concept of Connect Cards. Connect Cards are a Fivetran user interface that can be embedded in your application or portal so that customers can self-authenticate a connection between their sources and Fivetran.

But what if you don’t have an application or portal? That’s where Connect Card Links come in. A Connect Card Link allows users to generate a link to a specific Fivetran connector in the form of a Connect Card. In this blog, we share 6 steps to help you successfully get started with this feature.

Fivetran Connect Card experience


Step 1: Create a Destination

The first step in creating a Connect Card Link is to have a destination set up on your Fivetran account. If you haven't already, set up Snowflake as a destination (or any of our other supported destinations). You also visit our documentation center to learn more. Once you're done getting it set up, grab the destination group ID from the connection details tab as shown in the image below. 

Step 2: Gather Authentication Credentials

After you have your destination group ID, you’ll need to gather your accounts API_KEY and API_SECRET. These can be found in the settings section of your Fivetran account.


Once you have these components, we’re ready to start making requests with the Fivetran API to build out our Connect Card Link. But before we dive into technical details, let’s take a look at the visual graphic below.

At a high level, the requests we’re going to make are done so by an auth and payload portion that is defined through JSON. There are a series of steps such as a request, response, and parsing that are done to collect the connector_id. We then do another set of request, response, and parsing to collect the token. The token is tacked onto a predefined URL schema that prompts the Connect Card experience.

Step 3: Create a Payload

For Connect Card Links, the first step in creating a connector is to define the service, group_id, and config in the payload of our code. To find your connector’s service name, head over to our documentation center and click on the connector name in the cell table that contains the compatible connector types. Find the first field entitled “service” — this is our service ID.

Next, we will put in the group_id that we gathered in the very beginning. The final step is to name the schema in the config section of our JSON payload. Once we have all of this information, your payload should look like the code below.


Step 4: Generate the Connector ID

To generate the connector, create a POST request against the following endpoint:

POST api.fivetran.com/v1/connectors

Take a look at the code sample below that walks through the POST request and response parsing.

Now that we have the connector_id, we can store it as a variable and pass it into the next POST request, which will create the unique token for the Connect Card.

Step 5: Set Up the Token

To build the token, initiate a POST request against the following endpoint:

POST api.fivetran.com/v1/connectors/<connector_id>/connect-card-token

Take a look at the code sample below that walks through the POST request and response parsing.

Step 6: Generate the Link

After we have all of these pieces of information, we can generate the Connect Card Link. For the sake of simplicity, we’ll just print this out to the terminal so it can be shared using whatever medium you wish to share it.

You’ll see something that looks like this.

Congratulations, you now have a fully functioning Connect Card Link! Send it to your customers via email, Slack or any other communication medium you prefer. When customers click on the link, they will be presented with a Fivetran Connect Card enabling them to authenticate any of our connectors entirely on their own, without sharing credentials with you. After a connection is formed, you can start a sync from the Fivetran UI or API. From there, you can sit back and let the data start flowing.

For more information, check out the GitHub repository that has sample code you can simply copy, paste and edit for your unique use case.

Learn more about why Powered by Fivetran is the easiest way for your customers to connect data to your app. 

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Commencer gratuitement

Rejoignez les milliers d’entreprises qui utilisent Fivetran pour centraliser et transformer leur data.

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