Gladly (Lite)

Gladly is a customer service platform.

• For more information about connecting to SaaS applications, see Connecting to SaaS applications.

• Depending on your use case, you might need to install Data Movement gateway to move data from SaaS applications. For more information, see When is Data Movement gateway required?.

Supported update methods

For more information, see Change processing.

Landing tasks:

• Change data capture (CDC)

• Reload and compare

Replication tasks:

• Change data capture (CDC) using Change Tables

• Full load

Landing data in a data lake tasks:

• Change data capture (CDC)

• Reload

Preparing for authentication

To access your Gladly data, you need to authenticate the connection with your account credentials.

To give a user the permission to access an API:

1. In Gladly, click the menu in the left top corner and navigate to Settings>Users.
2. Search and select the user who needs the access. A permission named API User is created.
3. Select the permission and do not change the Agent role of the user.
4. Click Save.

To generate an API token:

1. In Gladly, go to More settings.
2. If you do not see this menu, request the access to the API. See the procedure above.
3. Click API Tokens and Create Token in the top right corner.
4. Copy the API token.

You can find your Help Center ID in Gladly:

1. Navigate to Settings>Help Center.
2. Click the three dots next to Help Center.
3. Select Configure.
4. Copy the Help Center ID from the URL.

Creating the connection

1. Fill in the required connection properties.

2. Provide a name for the connection in Connection name.

3. Select Open connection metadata to define metadata for the connection when it has been created.

4. Click Create.