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Connecting Snowflake to AccountAim

AccountAim's integration with Snowflake allows you to directly connect to your Snowflake data warehouse, enabling you to leverage your existing data infrastructure and bring together all of your GTM data in one place.

In this guide, you'll learn how to connect Snowflake to AccountAim.

Integration Overview​

AccountAim's integration with Snowflake connects directly to your Snowflake database via JDBC/ODBC connection. This integration allows you to:

  • Query data directly from your Snowflake warehouse
  • Sync specific tables, views, or schemas to AccountAim
  • Keep your data synchronized on a schedule you control
  • Leverage AccountAim's analytics capabilities on top of your Snowflake data

Only a single AccountAim Admin needs to configure the connection in order to set up the integration.

Prerequisites​

Before connecting Snowflake to AccountAim, ensure you have:

  • Snowflake Account: Access to a Snowflake account with appropriate permissions
  • User Credentials: A Snowflake user account with read permissions to the databases, schemas, and tables you want to connect
  • Network Access: Ensure your Snowflake account allows connections from AccountAim's IP addresses (if IP whitelisting is enabled)
  • Warehouse: A Snowflake warehouse that can be used for queries

Required Permissions​

The Snowflake user account used for the connection should have the following permissions:

  • USAGE privilege on the database(s) you want to access
  • USAGE privilege on the schema(s) you want to access
  • SELECT privilege on the tables/views you want to sync
  • USAGE privilege on the warehouse you'll use for queries
tip

For security best practices, consider creating a dedicated Snowflake user specifically for AccountAim with only the minimum required permissions.

Connection Parameters​

When setting up the Snowflake connection, you'll need to provide:

  • Account Identifier: Your Snowflake account identifier (e.g., xy12345.us-east-1)
  • Username: Your Snowflake username
  • Password: Your Snowflake password
  • Database: The default database to connect to
  • Schema: The default schema to use
  • Warehouse: The Snowflake warehouse to use for queries
  • Role (optional): The Snowflake role to use (defaults to the user's default role)

How to connect Snowflake​

To connect Snowflake to your AccountAim workspace, navigate to the Warehouse section and click "Add New" to add a new data source.

Step 1: Select Snowflake as your Source​

In the "Add New Record Source" modal, select "Snowflake" as your data source type.

Step 2: Enter Connection Details​

Enter your Snowflake connection information:

  1. Account Identifier: Enter your Snowflake account identifier

    • Format: <account_locator>.<region>.<cloud_provider> (e.g., xy12345.us-east-1.aws)
    • Or just <account_locator>.<region> if using the default cloud provider

  2. Username: Enter your Snowflake username

  3. Password: Enter your Snowflake password

  4. Database: Enter the default database name

  5. Schema: Enter the default schema name

  6. Warehouse: Enter the warehouse name to use for queries

  7. Role (optional): Enter a specific role if needed

Step 3: Test Connection​

Click "Test Connection" to verify that AccountAim can successfully connect to your Snowflake instance.

tip

If the connection test fails, verify:

  • Your account identifier is correct
  • Your credentials are valid
  • Network access is properly configured
  • The warehouse is available and not suspended

Step 4: Configure Sync Settings​

After a successful connection, configure your sync settings:

  • Sync Frequency: Choose how often AccountAim should sync data from Snowflake
    • Options: Manual, Hourly, Daily, Weekly
  • Objects to Sync: Select which tables, views, or schemas you want to sync
  • Sync Mode: Choose between full sync or incremental sync (if supported)

Step 5: Complete Setup​

Click "Save" to complete the Snowflake connection setup. AccountAim will perform an initial sync to import your selected data.

Sync Schedule​

Customers have the ability to set the sync frequency in AccountAim to control data freshness and query costs. By default, automatic syncing is enabled with a daily schedule.

Manual syncing can be enabled by navigating to the Settings page in the AccountAim app and adjusting the sync schedule for your Snowflake connection.

tip

Consider your Snowflake warehouse usage and costs when setting sync frequency. More frequent syncs will result in more warehouse compute time.

Supported Objects​

AccountAim can connect to and sync data from:

  • Tables: All standard Snowflake tables
  • Views: All Snowflake views
  • Schemas: Entire schemas can be selected for syncing
  • Databases: Multiple databases can be connected (requires separate connections or appropriate permissions)

Best Practices​

  1. Use Dedicated User: Create a dedicated Snowflake user for AccountAim with minimal required permissions
  2. Optimize Warehouse: Use an appropriate warehouse size for your sync frequency and data volume
  3. Selective Syncing: Only sync the tables and schemas you actually need in AccountAim
  4. Monitor Costs: Keep an eye on your Snowflake warehouse usage and adjust sync frequency as needed
  5. Network Security: If using IP whitelisting, ensure AccountAim's IP addresses are allowed

Troubleshooting​

Connection Issues​

If you're experiencing connection problems:

  • Verify your account identifier format is correct
  • Check that your Snowflake user credentials are valid
  • Ensure the warehouse is not suspended
  • Verify network access if IP whitelisting is enabled
  • Check that the database, schema, and warehouse names are correct

Sync Issues​

If data isn't syncing properly:

  • Verify the user has SELECT permissions on the objects you're trying to sync
  • Check that the warehouse has sufficient compute credits
  • Review sync logs in AccountAim for specific error messages
  • Ensure the objects exist and are accessible

For additional support, contact AccountAim support.