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

Step 2: Select "Connect" by Snowflake

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

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

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. Fulcrum Snowflake Credentials Input

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

  • 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 Fulcrum Snowflake Configure

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

  • Choose Account table to ingest org properties. Select a unique account ID column. Fulcrum Snowflake Configure Organization

  • Finally, choose events table to ingest event data and properties. Fulcrum Snowflake Configure Events

  • Review the configuration and Finish setup Fulcrum Snowflake Configure Finish

  • 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.