Admin User Guide for Snowflake Connector

Feature context

What is Snowflake about?

Snowflake is a powerful cloud based data platform that helps businesses unlock the full value of their data. Snowflake makes it easy to store, access, and analyze all your data in one place—without the complexity of traditional systems.

Whether you're delivering real-time insights, driving smarter customer experiences, or streamlining operations, Snowflake empowers your team to make data-driven decisions faster and more efficiently. Built for the cloud and trusted by leading brands, Snowflake turns data into a true competitive advantage.

The Marigold Engage Snowflake connector allows our Snowflake-using customers to integrate their platform data in their marketing messaging to be able to send more nuanced and better targeted messages to their contacts. And the other way round, feed data back to the Snowflake data platform.

How the connector works

With the native Snowflake connector, Engage users can synchronize customer profiles and activity data between Engage and Snowflake through a bi-directional, batch-based integration. The sync will support scheduled data flows.

Users will be able to:

• Import audience and profile data from Snowflake to Engage
• Easily export data from Engage to the Snowflake environment
• Monitor sync status and configure mapping directly in the UI
• Access this integration via the Engage UI

 

Activation and configuration

Prerequisites

Setting up the connector (Customer technical)

This is a one -time set up.

1. Go to the Admin Configuration/Data Integration/Connectors and add a New connector:

A properties panel is displayed on the right:

2. Set the following properties:

• Connector* — Select Snowflake as type of connector from the drop-down list.
• Server* — This is the name of the server on which Engage  is installed. Select one from the drop-down list. Only servers on which the connector is installed are listed.
• Account — The Snowflake domain account
• Database —The Snowflake database used
• User — The Snowflake login.
• Private key — Your private key file from Snowflake
• Password of the private key
• Role — The Snowflake role used to take actions (required when working with a private key)
• Schema — The schema in the database
• Warehouse —The virtual warehouse used to run data processing and analytical queries
• Modified fields — Enter a list of ';' separated fields that are used to determine if a record has been updated or not. By default, the 'modified', 'modified_dt', 'updated', 'updated_dt', 'timespan' fields are used to determine if a record has been updated and requires a sync, but if this field is not available in the source, you can select one or more other fields

3. Save the connector.

 

Link the connector to your Organization(Customer technical)

This is a one -time set up.

Once the connector has been created, it needs to be linked to the Organization in which you would like to use the connector.

For more information on how to do this, refer to this article.

 

Configure the data sync (Expert user)

This is by default a one -time set up, unless additional fields that require a sync are added either on Snowflake side or Engage side.

The Data Synchronization is set up in the Data Exchange chapter of Engage. More information on this can be found in the following topics:

• The CRM overview page

• Setting up the Data sync

 

On the History tab of the Data sync step, details are provided on previous runs.

These include:

• the source and destination table of the data sync
• the details per run :
  • the run date
  • the direction of the data synchronization
  • the total number of records included
  • the number of records that successfully synchronized, and the ones that failed
  • the starting time of the sync
  • the duration of the sync

For more details on this, check out the History section in the Data Sync Setup article.