Snowflake is a cloud-based data warehousing platform designed to handle large volumes of data and enable efficient data analysis. It provides a highly scalable and flexible architecture that allows organizations to store, process, and analyze data from various sources in a centralized repository.
How does Snowflake work with Custify?
Custify integrates with Snowflake, allowing you to extract People, Events, and Companies directly from your Snowflake data warehouse. When you connect Snowflake with Custify, you’ll map your source data to Custify’s data objects.
By default, we sync the data every hour, making it readily accessible within Custify for analysis and customer management by your customer success team.
How Do I Activate This Integration?
1. Sign in to Custify and navigate to the Integrations page.
2. Select the Data Warehouse integration.
3. Click New Sync and then New Source, and select Snowflake.
4. Fill out your connection information.
- We recommend creating a dedicated User and Role for Custify to access your Snowflake data warehouse. It must have access to the warehouse and database you want to connect to Custify. Here is a sample of how to create a user and role with access:
CREATE ROLE IF NOT EXISTS <your_role>;
CREATE USER IF NOT EXISTS <your_user> PASSWORD=********;
GRANT ROLE <your_role> TO ROLE SYSADMIN;
GRANT USAGE ON WAREHOUSE <your_warehouse> TO ROLE <your_role>;
GRANT ROLE <your_role> TO USER <your_user>;
GRANT USAGE ON DATABASE <your_db> TO ROLE <your_role>;
GRANT USAGE ON ALL SCHEMAS IN DATABASE <your_db> TO ROLE <your_role>;
GRANT SELECT ON ALL TABLES IN DATABASE <your_db> TO ROLE <your_role>;
GRANT SELECT ON FUTURE TABLES IN DATABASE <your_db> TO ROLE <your_role>;
GRANT SELECT ON ALL VIEWS IN DATABASE <your_db> TO ROLE <your_role>;
5. Select which Custify object you want to create from your data: People, Events, or Companies.
6. Select the source data in your Snowflake data warehouse.
- Select the namespace and table in your data warehouse that contains the source data.
7. Map the fields in your source data to the fields expected by Custify.
