Snowflake (beta)

How to create the Snowflake integration and set up a sync.

The Snowflake integration lets you sync data directly from your Snowflake data warehouse into Calixa on an ongoing basis. It makes it easy to send product analytics, billing information, or any other kind of data you have on your customers to Calixa.

To add Snowflake, go to the Integrations Page in Calixa, click add integration, then click on the Snowflake logo, and follow the steps.

Finding your credentials

In order to connect to Snowflake, you need to collect all of your database credential information.

  1. Grab your account identifier. This is the first part of the URL when you're logged in to your Snowflake instance.

    So for the URL: https://ok123456.us-central1.gcp.snowflakecomputing.com/console you would only need "ok123456.us-central1.gcp"

  2. Choose your warehouse. You may want to create a separate warehouse for Calixa in order to keep track of how many account credits are used by the integration. Calixa only checks for and updates incremental data as it's added, so an "X-Small" warehouse will help keep your costs low since it auto-suspends when not in use.

  3. Choose your Database and Schema. The database and schema you choose will determine which tables are visible to sync in Calixa.

  4. Add your username and password.

  5. Add your user role. You should have a minimum of "Read only" permissions for the Databases being connected to Calixa.

Setting up a sync

Once you've connected Snowflake, you're ready to create a sync to pull your data into Calixa. By default, syncs will run every 15 minutes and pull in any changes to the data.

To set up your sync, click "Add sync" on the Integrations > Sync page in Calixa.

  1. Select the Calixa Object you would like to sync.

  2. Select the Snowflake warehouse database you'd like to pull data from. You will only see databases that you connected in the Integration tab, so if you're not seeing a database you may need to add an additional Snowflake integration.

  3. Choose a Dataset (Schema) and Table from Snowflake.

  1. Map your properties from Snowflake to Calixa. There are 4 required properties for Accounts and 4 for Users.

For Accounts, you must have:

  1. Name (string)
  2. ID (string or integer)
  3. Created At (timestamp)
  4. Updated At (timestamp)

For Users, you must have:

  1. Email (string)
  2. ID (string or integer)
  3. Created At (timestamp)
  4. Updated At (timestamp)
  1. Test your mappings. If they're working properly you should see a green "success" message. You must get a successful test in order to create the sync.

  2. Click "Create Warehouse Sync". Congratulations! You're all set up. The initial sync may take longer than 15 minutes depending on the amount of data in the table you chose. You should start to see data populate in Segments within a few minutes.