Add Snowflake to Fulcrum

To add Snowflake to Fulcrum and send warehouse data to Fulcrum, follow these steps:

Step 1: Navigate to the Fulcrum's Integration Page

• Log in to your Fulcrum (opens in a new tab) account using your credentials.
• Once logged in, navigate to the integration page.

Step 2: Select "Connect" by Snowflake

• On the integration page, look for the Snowflake integration.

• Once you find the Snowflake integration, click on the "Connect". This will initiate the integration setup.

Step 3: Obtain your Snowflake credentials

• Open a new tab in your web browser and go to the Snowflake (opens in a new tab).

• Log in to your Snowflake account.

• After logging in, navigate to the Admin > Accounts.

• Copy the account URL to your clipboard. We just need the account ID part (e.g. cgftmfs-bsb01356)

Step 4: Enter Snowflake Credentials in Fulcrum

• Return to the Fulcrum integration page you accessed in Step 1.

• On the Snowflake integration setup screen, you should see the account identifier field.

• Paste the account identifier you obtained in Step 3 into this field.

• After confirming the credentials, click on the "Connect Snowflake" button to proceed and log into your snowflake account.

Step 5: Configure Fulcrum with Snowflake

• Select Snowflake warehouse, database and schema to use for Fulcrum

• Choose User table to ingest user properties. Select a unique user ID column.

• Choose Account table to ingest org properties. Select a unique account ID column.

• Finally, choose events table to ingest event data and properties.

• Review the configuration and Finish setup

• If the account identifier is valid and the connection is successful, you should see a confirmation message indicating that Fulcrum is now connected to Snowflake.

• At this point, the integration setup is complete, and Fulcrum will start fetching data from Snowflake.

Now, you can create dynamic segments on the real-time data from Snowflake and any additional sources you have connected.