By connecting Crisp with Snowflake, you can sync your distributor and retailer data securely to the cloud and integrate that information with your own internal systems.
Requirements
To create this connection you will need the following:
- Be the Account Admin of an active Snowflake account.
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Locate your Snowflake identifier. Snowflake account identifiers are typically based on your organization and account name, but may be based on your account locator.
To locate your Snowflake identifier:
In Snowsight, click the account selector menu at the bottom left of the screen, then hover over the account. A panel expands where you can see your account identifier and cloud region. You can click the Copy account identifier button to the right of the identifier to copy it to your clipboard.
For more on locating the account selector menu, see Snowflake Documentation > Account selector. - If your Snowflake identifier is in the newer preferred format of "<organization_name>-<account_name>", please replace the "-" with "." when entering into the Crisp Snowflake outbound connector.
To connect Crisp to Snowflake
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Log into your Crisp account.
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From the main menu on the left side of the screen, select Connectors.
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Select the Add connector button.
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Select the Data Destinations tab, then select the Snowflake connector tile.
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If you want, update the default name of the connector. If you're going to set up multiple data feeds to this destination, we recommend using something unique.
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Enter your account identifier.
Hint: If you need to find you Snowflake account identifier, see the instructions in the Requirements section. -
Choose how you want to share your data with Snowflake:
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If you want to share you data via private Marketplace listing, from the Cloud Provider Region drop-down menu, select Marketplace.
Tip: Sharing data via a Marketplace listing allows you to use a percentage of your Snowflake capacity commitment dollars towards paying for Crisp. For more information, see Snowflake documentation > Use your capacity commitment to pay for listings.
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If you want to set up your connection via direct share, in the Cloud Provider Region drop-down menu, select your cloud region. If you need to find your cloud region, you can use the Current Region SQL function. For more, see Snowflake SQL reference > CURRENT_REGION.
For more on sharing methods in Snowflake, see Snowflake documentation > Options for sharing.
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If you want to share you data via private Marketplace listing, from the Cloud Provider Region drop-down menu, select Marketplace.
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In the Connector source data section, select the Select button.
The Select source data screen appears.
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Select the retailer for which you want to export data to Snowflake (e.g., UNFI), then choose which data tables and columns to include in the export. For detailed instructions on making your data feed selections, see Selecting Destination Data Sources.
Hint: You can select the book icon to the right of a table name to see its documentation.
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To complete your selections, select the Accept button.
The window closes and you return to the connector setup screen. -
If you want, choose additional columns to include in your export:
- Include Source Connector Configuration ID: includes a column in the export that identifies which source connector the data came from. Hint: This is useful if you have multiple connectors for the same retailer, such as one for U.S. sales and one for Canadian sales.
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Include Last Exported Timestamp: includes a column in the export that provides the date and time data was last sent from Crisp to the destination.
Note: Crisp retroactively ingests and re-exports data for a set period of time after the initial data capture, known as a lookback period, to account for changes from the source (such as missing register sales added later). You can use the last exported timestamp column to confirm if data was recently exported from Crisp to help troubleshoot issues or reduce costs by automating how often data flows from a destination to other systems at your organization. For more on retroactive data changes, see Data changes for destination connections.
- If you are sharing via marketplace listing, in the Secure Share ID field, add some placeholder text (such as just re-entering your account identifier). Your Crisp representative will update this field with the final information once they create your Snowflake listing.
Note: If you are sharing via direct share (i.e., you selected a cloud provider region in Step 7), leave this field blank. -
Select the Save button.
Your connector is saved and your Crisp representative will finalize your setup. You can check the status of the connection by clicking the new Snowflake tile and reviewing the diagnostic checklist on the right side of the screen.
Hint: If you want to monitor when data is updated, you can set up alerts in Snowflake. For instructions, see Snowflake Documentation > Snowflake Alerts.