Datarails Integrations solution is a paid plan that lets you consolidate all your data sources and seamlessly connect your external apps to the Datarails web app. For more information contact our integrations team here.
This article describes how to synchronize Snowflake data with Datarails. The integration allows you to extract data from Snowflake using designated queries and sync the results to Datarails as CSV files. These files will be used to map the final reports.
What you need to get started:
Snowflake credentials, such as user, password and URL.
Step 1: Create a New Data Source in Datarails
- From the left hand pane in Workspace, select Admin > Data Sources
- From the top right of the screen, click the + icon to open the Add Data Source dialog box
- Complete the dialog box:
- Organization: Your company
- Type: Snowflake
- Sync User: Your company's sync user email.
- Name: Unique name to identify the data source (SnowFlake_CompName)
- Username and Password: Your Snowflake username and password.
- Account: Snowflake URL:
- Click Save, then click Test; if the settings are accepted, you will see OK in the Test Results box.
- Click Close.
You will now see your integration in the Data Sources window.
Part 2: Create a New Filebox
For the most up-to-date and complete instructions on how to create a new filebox via the workspace or the Excel add-in, please go here.
Part 3: Synchronize the Data
- From Workspace, select the FileBox you just created and click the Settings tab
- Scroll down to the Data Connection section.
- In the Edit drop down, choose the data source name you created in step #1.
- Enter a valid Snowflake query in the Query for Sync (#2 in the picture above).
- Click Test; if the settings are accepted, you will see OK in Test Data Integration Box (#3 above)
- Click Sync Now (#4 above).
- On the left top side of the screen, you will see the message, Command Sync Now sent successfully.
Part 4: Review and Verify the Synchronization
- From the Collaboration tab, you can see the audit trail of the synchronization steps and the current status, which should have the status Synced
- From the Review tab, you can see the .csv file that was imported
- To verify that the data is correct, click the three dots ⋮ icon and select Preview Version.
- Compare this view of the data with the view of the data in the Snowflake Console
If all is OK, the process synchronization is complete.
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