Databases & CRM
Set up Snowflake
Connect a Snowflake database. The same treatment as the SQL source — the schema is read, tables that hold your customers, orders and invoices become situated records with their figures totalled exactly — over Snowflake's own SQL API with a programmatic access token, so there is no driver, no app to register, nothing installed. Read-only.
- In Snowsight open your profile → Settings → Authentication and generate a programmatic access token — best for a user whose role can only read the database.
- Documents → Snowflake: enter the account identifier (the part before .snowflakecomputing.com), the database, and paste the token; name a warehouse if the user has no default one.
- Optionally limit to specific tables (or exclude some).
- Choose access groups, Test, then Sync.
Only SELECT and SHOW statements are ever submitted. Queries run on the named (or default) warehouse — an X-Small is plenty, the connector reads modest, capped amounts. Tokens expire on the schedule your admin set; the source stops syncing when one does and a fresh token pasted over it resumes.
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Last updated 29 Aug 2026