Meeting Title: Fivetran-Setup-with-nick Date: 2024-05-01 Meeting participants: Uttam Kumaran, Nick Baker
WEBVTT
1 00:00:02.690 ⇒ 00:00:03.750 Uttam Kumaran: It’s gonna
2 00:00:03.960 ⇒ 00:00:05.589 Uttam Kumaran: I’ll just record this.
3 00:00:05.800 ⇒ 00:00:06.564 Nick Baker: Yup
4 00:00:07.910 ⇒ 00:00:08.580 Nick Baker: that.
5 00:00:10.030 ⇒ 00:00:12.651 Uttam Kumaran: And if you go to 5, tran.com, and you just
6 00:00:13.500 ⇒ 00:00:17.925 Uttam Kumaran: sign like sign up hit the sign up for free trial for start for free.
7 00:00:22.495 ⇒ 00:00:28.020 Uttam Kumaran: And you can just hit. Sign up with Google, probably is best Yup.
8 00:00:32.800 ⇒ 00:00:35.610 Uttam Kumaran: And you can just you can do a
9 00:00:36.230 ⇒ 00:00:39.229 Uttam Kumaran: I mean, honestly, it doesn’t. You could just do Stella.
10 00:00:40.160 ⇒ 00:00:40.820 Nick Baker: Hmm.
11 00:00:42.140 ⇒ 00:00:44.819 Uttam Kumaran: And whatever I don’t I don’t know. Have.
12 00:00:45.210 ⇒ 00:00:47.049 Nick Baker: I don’t, either. I’m gonna say that many.
13 00:00:47.100 ⇒ 00:00:49.050 Nick Baker: Okay. I guess they’re the Us.
14 00:00:50.980 ⇒ 00:00:52.220 Uttam Kumaran: Get started.
15 00:00:52.630 ⇒ 00:00:54.350 Uttam Kumaran: And
16 00:00:56.090 ⇒ 00:00:58.020 Uttam Kumaran: Yup, just click on that.
17 00:00:59.090 ⇒ 00:01:02.479 Uttam Kumaran: And you could just click on Snowflake.
18 00:01:06.100 ⇒ 00:01:09.739 Uttam Kumaran: And you can probably click on netsuite. Yeah.
19 00:01:11.880 ⇒ 00:01:13.810 Uttam Kumaran: and full story. Yep.
20 00:01:14.160 ⇒ 00:01:14.880 Uttam Kumaran: alright.
21 00:01:15.390 ⇒ 00:01:16.809 Nick Baker: Was the other one they have.
22 00:01:17.513 ⇒ 00:01:18.920 Uttam Kumaran: Zendesk? Yeah.
23 00:01:22.630 ⇒ 00:01:23.880 Uttam Kumaran: Zendesk support.
24 00:01:24.510 ⇒ 00:01:25.510 Uttam Kumaran: right, share.
25 00:01:26.020 ⇒ 00:01:27.500 Nick Baker: Yeah, makes sense.
26 00:01:28.020 ⇒ 00:01:28.740 Uttam Kumaran: Cool
27 00:01:32.643 ⇒ 00:01:36.660 Uttam Kumaran: we can honestly probably start with Snowflake.
28 00:01:39.130 ⇒ 00:01:45.350 Uttam Kumaran: And if you wanna just change that, the destination schema to 5 Tran.
29 00:01:45.920 ⇒ 00:01:51.300 Uttam Kumaran: and then I can actually walk you through how to get all the other snowflake stuff.
30 00:01:56.260 ⇒ 00:02:02.180 Uttam Kumaran: let me. So if you want to sign, if you want to sign to Snowflake. You could just get that, whatever the account name is.
31 00:02:15.120 ⇒ 00:02:18.920 Uttam Kumaran: and then let me go in and check that we have.
32 00:02:31.270 ⇒ 00:02:34.349 Uttam Kumaran: Can you send me that snowflake link in the chat. By the way.
33 00:02:34.800 ⇒ 00:02:35.400 Nick Baker: Yeah.
34 00:02:40.610 ⇒ 00:02:43.641 Nick Baker: Phone call from Cripple Creek. That’s weird. Alright.
35 00:02:49.673 ⇒ 00:02:51.020 Nick Baker: Senate, and.
36 00:02:51.160 ⇒ 00:02:51.545 Uttam Kumaran: Thanks.
37 00:02:51.930 ⇒ 00:02:53.269 Nick Baker: Like couldn’t don’t
38 00:02:54.450 ⇒ 00:02:56.429 Nick Baker: slack. But okay.
39 00:03:08.436 ⇒ 00:03:11.760 Uttam Kumaran: Okay? And then I’m just gonna make sure that there is a.
40 00:03:18.110 ⇒ 00:03:21.100 Uttam Kumaran: So there is a service user. Ingest
41 00:03:27.250 ⇒ 00:03:29.510 Uttam Kumaran: how the fuck do I get there.
42 00:03:32.770 ⇒ 00:03:34.850 Uttam Kumaran: Username and password.
43 00:03:49.400 ⇒ 00:03:52.160 Uttam Kumaran: Okay, let me ask. Pat really quickly, has a sec.
44 00:05:10.990 ⇒ 00:05:13.370 Uttam Kumaran: I’m looking at tickets.
45 00:05:57.450 ⇒ 00:06:01.019 Uttam Kumaran: Okay, I’m just gonna set a new password, and I’ll send it to you.
46 00:06:02.920 ⇒ 00:06:03.780 Nick Baker: Fur.
47 00:06:04.390 ⇒ 00:06:07.500 Uttam Kumaran: For for the server, for the service user.
48 00:06:07.500 ⇒ 00:06:08.106 Nick Baker: Oh, okay.
49 00:06:09.940 ⇒ 00:06:12.630 Nick Baker: so we’re not going to do this
50 00:06:14.450 ⇒ 00:06:17.610 Nick Baker: creating the 5 Tran user.
51 00:06:19.540 ⇒ 00:06:21.340 Uttam Kumaran: no. So actually
52 00:06:22.974 ⇒ 00:06:24.590 Uttam Kumaran: Patrick already set like
53 00:06:24.610 ⇒ 00:06:25.900 Uttam Kumaran: all that up.
54 00:06:26.130 ⇒ 00:06:27.100 Nick Baker: Okay. Cool.
55 00:06:27.664 ⇒ 00:06:30.580 Uttam Kumaran: So we should be able to just use this
56 00:06:30.670 ⇒ 00:06:32.170 Uttam Kumaran: this service account.
57 00:07:07.980 ⇒ 00:07:10.730 Nick Baker: Where do you send it?
58 00:07:11.230 ⇒ 00:07:13.730 Uttam Kumaran: Yeah. Just created one password.
59 00:07:14.695 ⇒ 00:07:15.080 Nick Baker: Okay.
60 00:07:51.810 ⇒ 00:07:57.342 Uttam Kumaran: Okay, I sent it in zoom. So that’s the one password link for the user and password.
61 00:08:01.870 ⇒ 00:08:05.759 Uttam Kumaran: so there’s a raw schema there’s
62 00:08:16.600 ⇒ 00:08:21.460 Uttam Kumaran: and then we’re gonna use the schema called raw.
63 00:08:32.350 ⇒ 00:08:35.030 Uttam Kumaran: And then the or the database is Ross sorry.
64 00:08:39.689 ⇒ 00:08:40.439 Nick Baker: say
65 00:08:42.969 ⇒ 00:08:43.679 Nick Baker: raw.
66 00:08:43.679 ⇒ 00:08:45.609 Uttam Kumaran: Yeah. And then.
67 00:08:46.359 ⇒ 00:08:48.279 Uttam Kumaran: you just called the you just called the
68 00:08:48.319 ⇒ 00:08:53.799 Uttam Kumaran: schema the the one. The first, like little form thing is just 5, 10. Okay, cool
69 00:08:54.955 ⇒ 00:08:59.929 Uttam Kumaran: and then the port. Don’t worry about that. Everything else should be okay
70 00:09:04.289 ⇒ 00:09:07.469 Uttam Kumaran: cool. And then, yeah, azure is fine
71 00:09:08.229 ⇒ 00:09:10.509 Uttam Kumaran: data processing is fine.
72 00:09:13.236 ⇒ 00:09:15.699 Uttam Kumaran: Cool! What’s what is that? What else does it need?
73 00:09:24.369 ⇒ 00:09:25.679 Uttam Kumaran: That should be it.
74 00:09:25.850 ⇒ 00:09:26.580 Nick Baker: Yeah.
75 00:09:28.900 ⇒ 00:09:31.490 Uttam Kumaran: Why is it so like grayed out? What else is there.
76 00:09:39.960 ⇒ 00:09:40.900 Nick Baker: The port.
77 00:09:45.400 ⇒ 00:09:48.159 Uttam Kumaran: you don’t really need. You shouldn’t need a port
78 00:09:51.186 ⇒ 00:09:54.249 Uttam Kumaran: maybe. Just try putting something in the port, I guess.
79 00:09:58.990 ⇒ 00:09:59.790 Uttam Kumaran: Alright.
80 00:10:15.960 ⇒ 00:10:16.570 Nick Baker: Thick.
81 00:10:17.130 ⇒ 00:10:17.970 Uttam Kumaran: Sick
82 00:10:18.810 ⇒ 00:10:20.880 Uttam Kumaran: thanks, Patrick, Don.
83 00:10:21.710 ⇒ 00:10:22.540 Nick Baker: That’s awesome.
84 00:10:22.540 ⇒ 00:10:23.950 Uttam Kumaran: Hundreds of dollars
85 00:10:24.290 ⇒ 00:10:26.259 Uttam Kumaran: next? Right?
86 00:10:26.440 ⇒ 00:10:31.780 Uttam Kumaran: So, oh, shit. Oh, we may. Okay. Well, we probably added it as a.
87 00:10:31.780 ⇒ 00:10:34.498 Nick Baker: Yeah, as a sorry. So I was gonna say, backwards.
88 00:10:34.770 ⇒ 00:10:36.346 Uttam Kumaran: Okay. Alright well.
89 00:10:37.020 ⇒ 00:10:38.150 Uttam Kumaran: same thing.
90 00:10:38.630 ⇒ 00:10:39.430 Nick Baker: Okay.
91 00:10:40.700 ⇒ 00:10:41.680 Nick Baker: that’s funny.
92 00:10:45.140 ⇒ 00:10:45.890 Nick Baker: Huddle.
93 00:10:48.180 ⇒ 00:10:49.770 Nick Baker: Nope, there.
94 00:10:51.280 ⇒ 00:10:53.330 Nick Baker: that’s right. That’s right.
95 00:10:54.535 ⇒ 00:10:54.880 Nick Baker: Be
96 00:11:02.540 ⇒ 00:11:04.820 Nick Baker: database from
97 00:11:05.700 ⇒ 00:11:06.970 Nick Baker: roll.
98 00:11:07.460 ⇒ 00:11:08.610 Nick Baker: It’s that role.
99 00:11:09.540 ⇒ 00:11:11.119 Nick Baker: Jess, right?
100 00:11:13.826 ⇒ 00:11:15.080 Nick Baker: It’s fine!
101 00:11:38.080 ⇒ 00:11:39.050 Nick Baker: Who’s in.
102 00:11:44.450 ⇒ 00:11:47.310 Uttam Kumaran: yeah, I would just do East Coast. It’s whatever
103 00:11:53.044 ⇒ 00:11:57.710 Uttam Kumaran: I don’t really know what that means. I never hit it. I don’t know what that means.
104 00:11:57.710 ⇒ 00:11:59.980 Nick Baker: It’s just it’s
105 00:12:00.637 ⇒ 00:12:10.080 Nick Baker: it’s just a it’s a sync schedule thing, right? So having it on just means that we yeah, it’ll like match daylight savings time. It’ll shift an hour.
106 00:12:10.080 ⇒ 00:12:11.329 Uttam Kumaran: Oh, okay. Okay.
107 00:12:15.070 ⇒ 00:12:16.540 Nick Baker: Silly. But whatever?
108 00:12:16.921 ⇒ 00:12:18.730 Nick Baker: Okay, I think that’s it. Right.
109 00:12:18.730 ⇒ 00:12:19.660 Uttam Kumaran: Yes.
110 00:12:19.860 ⇒ 00:12:21.340 Nick Baker: Okay, save a test.
111 00:12:21.890 ⇒ 00:12:25.029 Nick Baker: Nice. We’ve successfully set up a snowflake to Snowflake.
112 00:12:27.790 ⇒ 00:12:29.719 Uttam Kumaran: Just run up the bill.
113 00:12:29.720 ⇒ 00:12:30.610 Nick Baker: Yeah.
114 00:12:31.650 ⇒ 00:12:34.189 Nick Baker: yeah, exactly. It’s just a perfect circle.
115 00:12:35.180 ⇒ 00:12:37.189 Uttam Kumaran: Okay, cool. This one is even faster.
116 00:12:39.490 ⇒ 00:12:44.199 Uttam Kumaran: So you can probably go ahead and okay. So if we go back to.
117 00:12:45.530 ⇒ 00:12:47.490 Uttam Kumaran: if we go back to our con. Our
118 00:12:48.320 ⇒ 00:12:49.690 Uttam Kumaran: connector.
119 00:12:50.070 ⇒ 00:12:51.910 Uttam Kumaran: probably delete this connector.
120 00:12:53.800 ⇒ 00:12:55.669 Uttam Kumaran: So if you click connectors on the left.
121 00:12:56.820 ⇒ 00:12:59.219 Uttam Kumaran: you could probably just delete the top one
122 00:13:01.723 ⇒ 00:13:03.840 Uttam Kumaran: because we don’t need it.
123 00:13:05.000 ⇒ 00:13:07.040 Uttam Kumaran: And instead.
124 00:13:07.941 ⇒ 00:13:20.619 Uttam Kumaran: we are just gonna need to set up netsuite and full story. So one thing you can do is just like we can actually just take a look at one of them, and right now we could probably just slack Robert for whatever we need.
125 00:13:20.620 ⇒ 00:13:21.190 Nick Baker: Yeah.
126 00:13:21.550 ⇒ 00:13:25.829 Uttam Kumaran: So if you wanna maybe just click on full story and see like what the requirements are.
127 00:13:25.830 ⇒ 00:13:26.440 Nick Baker: Yeah.
128 00:13:26.900 ⇒ 00:13:28.429 Nick Baker: I’m gonna find him.
129 00:13:28.860 ⇒ 00:13:31.530 Uttam Kumaran: And then last thing we’ll do is just invite a couple of us to here.
130 00:13:33.840 ⇒ 00:13:37.929 Uttam Kumaran: Okay, so this we just need Api key. So maybe you could just screenshot or
131 00:13:39.502 ⇒ 00:13:41.128 Uttam Kumaran: send Robert the
132 00:13:42.140 ⇒ 00:13:43.849 Uttam Kumaran: the docs on the right
133 00:13:45.150 ⇒ 00:13:49.100 Uttam Kumaran: on, on! There! There should just be docs on the right and
134 00:13:49.810 ⇒ 00:13:51.180 Uttam Kumaran: at the bottom.
135 00:13:51.180 ⇒ 00:13:51.800 Nick Baker: Lead.
136 00:13:52.680 ⇒ 00:13:54.520 Uttam Kumaran: You could just say, like.
137 00:13:55.370 ⇒ 00:13:58.739 Uttam Kumaran: yeah, one of these connector overview or something
138 00:13:58.840 ⇒ 00:14:00.290 Uttam Kumaran: just basically like
139 00:14:00.630 ⇒ 00:14:02.709 Uttam Kumaran: on the setup guide on the left.
140 00:14:06.140 ⇒ 00:14:11.089 Uttam Kumaran: Basically, we could just send them this and say, Hey, we, this is what we need for full story. And then
141 00:14:11.980 ⇒ 00:14:14.879 Uttam Kumaran: we can probably I think we can handle full story.
142 00:14:15.340 ⇒ 00:14:20.970 Uttam Kumaran: Actually, we’ll go through each and see cause. I think the other 2, we may need him on a call to log in so.
143 00:14:22.110 ⇒ 00:14:22.855 Nick Baker: Okay.
144 00:14:47.490 ⇒ 00:14:52.490 Nick Baker: hey? We have these already for these ones, too.
145 00:14:53.840 ⇒ 00:14:55.370 Nick Baker: the Netsuite one.
146 00:14:57.400 ⇒ 00:14:58.989 Nick Baker: the let me.
147 00:15:15.670 ⇒ 00:15:17.560 Nick Baker: We analytics connect.
148 00:15:43.890 ⇒ 00:15:47.400 Uttam Kumaran: So for Netsuite. We probably need him to log in.
149 00:15:47.580 ⇒ 00:15:48.180 Nick Baker: Yeah.
150 00:15:48.390 ⇒ 00:15:52.929 Uttam Kumaran: Okay. So maybe I’ll just mention I can could schedule some time with him.
151 00:16:14.080 ⇒ 00:16:16.550 Uttam Kumaran: I think Zendesk may be the same thing.
152 00:16:17.310 ⇒ 00:16:18.030 Nick Baker: Yeah.
153 00:16:18.030 ⇒ 00:16:19.972 Uttam Kumaran: Yeah, Zendesk account with an admin role.
154 00:16:32.580 ⇒ 00:16:33.250 Uttam Kumaran: Hope.
155 00:16:33.840 ⇒ 00:16:41.669 Uttam Kumaran: Okay, let me let me message him and ask what we need like when we can meet to log in and do that
156 00:16:42.260 ⇒ 00:16:44.470 Uttam Kumaran: the last thing we wanna do. Do you wanna invite
157 00:16:45.093 ⇒ 00:16:47.349 Uttam Kumaran: Robert to 5 tran.
158 00:16:48.260 ⇒ 00:16:48.810 Nick Baker: Yeah.
159 00:16:48.810 ⇒ 00:16:57.540 Uttam Kumaran: And then also invite me. But my email, I’m just gonna have you put like a plus in front of it. So cause I’m like getting like 50 of these.
160 00:17:00.740 ⇒ 00:17:01.830 Nick Baker: Spot that I had.
161 00:17:02.270 ⇒ 00:17:04.259 Uttam Kumaran: It’s the middle one. Yeah, yeah, yeah. Yeah.
162 00:17:10.214 ⇒ 00:17:13.589 Uttam Kumaran: I can. Yeah, if you if you already have his email or let me know.
163 00:17:16.420 ⇒ 00:17:17.579 Uttam Kumaran: It’s a.
164 00:17:17.700 ⇒ 00:17:18.350 Nick Baker: But it did.
165 00:17:18.359 ⇒ 00:17:21.589 Uttam Kumaran: Robert at PUNG o.
166 00:17:21.589 ⇒ 00:17:22.299 Nick Baker: I am.
167 00:17:22.700 ⇒ 00:17:24.439 Uttam Kumaran: insights.com.
168 00:17:31.610 ⇒ 00:17:34.010 Uttam Kumaran: and his last name is TSEN. G.
169 00:17:38.290 ⇒ 00:17:41.299 Uttam Kumaran: You could just do as like an admin doesn’t matter.
170 00:17:49.030 ⇒ 00:17:51.269 Uttam Kumaran: And then if you wanna add me.
171 00:17:52.610 ⇒ 00:17:54.159 Uttam Kumaran: go and do U Tom.
172 00:17:54.447 ⇒ 00:17:58.189 Uttam Kumaran: you can just do first name last KUMA. RAN.
173 00:17:58.924 ⇒ 00:18:04.100 Uttam Kumaran: And then you could do uttm if you just wanna do, plus stella like uton plus Stella
174 00:18:04.230 ⇒ 00:18:05.959 Uttam Kumaran: at brainforge.ai.
175 00:18:11.720 ⇒ 00:18:15.730 Uttam Kumaran: And then, whatever like is there like a super admin, or whatever.
176 00:18:16.990 ⇒ 00:18:18.190 Uttam Kumaran: Yeah, that’s fine.
177 00:18:23.532 ⇒ 00:18:25.650 Uttam Kumaran: and then you can add Patrick.
178 00:18:27.100 ⇒ 00:18:29.179 Uttam Kumaran: So it’s just Patrick Trainer.
179 00:18:29.740 ⇒ 00:18:32.760 Uttam Kumaran: and then patrick.trainer@brainforge.ai
180 00:18:41.250 ⇒ 00:18:42.109 Uttam Kumaran: same thing
181 00:18:43.350 ⇒ 00:18:44.475 Uttam Kumaran: cool.
182 00:18:46.440 ⇒ 00:18:47.270 Uttam Kumaran: great.
183 00:18:48.890 ⇒ 00:18:51.110 Uttam Kumaran: Let me just confirm that I can get a
184 00:19:42.420 ⇒ 00:19:51.289 Uttam Kumaran: alright. I mean, yeah, actually, if you want to go, one more thing if you want to go back to 5 train and and go to like your admin area
185 00:19:55.090 ⇒ 00:19:57.210 Uttam Kumaran: if you go to account settings
186 00:19:57.730 ⇒ 00:20:00.240 Uttam Kumaran: and you go to like users and permissions.
187 00:20:01.350 ⇒ 00:20:04.810 Uttam Kumaran: Can you try to just make me like an admin?
188 00:20:06.860 ⇒ 00:20:09.769 Uttam Kumaran: Is there anything or account role at the top?
189 00:20:14.070 ⇒ 00:20:15.970 Uttam Kumaran: Yeah, just the topmost one.
190 00:20:16.330 ⇒ 00:20:17.889 Uttam Kumaran: Okay, that’s fair.
191 00:20:19.716 ⇒ 00:20:24.219 Uttam Kumaran: I can see everything and then try to get some money for this
192 00:20:25.320 ⇒ 00:20:27.461 Uttam Kumaran: alright cool. I think that’s
193 00:20:28.080 ⇒ 00:20:33.049 Uttam Kumaran: That’s it. So next thing is, I’m gonna have Patrick’s gonna work on getting that azure blog data in there.
194 00:20:33.050 ⇒ 00:20:33.620 Nick Baker: Okay.
195 00:20:33.620 ⇒ 00:20:35.519 Uttam Kumaran: And what time do you think
196 00:20:35.820 ⇒ 00:20:37.680 Uttam Kumaran: works to
197 00:20:37.920 ⇒ 00:20:40.409 Uttam Kumaran: kickoff sync with like Robert like
198 00:20:40.720 ⇒ 00:20:42.429 Uttam Kumaran: tomorrow or Friday?
199 00:20:42.791 ⇒ 00:20:44.600 Nick Baker: I think tomorrow’s pretty clear.
200 00:20:45.043 ⇒ 00:20:47.729 Nick Baker: Pretty much all day for me. I’ve
201 00:20:48.350 ⇒ 00:20:50.270 Nick Baker: yeah, I don’t have. I really don’t have anything. Tomorrow.