This article explains admins how to create a Snowflake connection and data jobs.
Note: This document provides general guidance on creating a Connection and setting up jobs. The business use case of each job is different and needs a unique configuration. For more information on creating any Job, refer to the Configuration of Connectors in the Additional Resource section at the end of this article.
Snowflake is an analytic data warehouse provided as Software-as-a-Service (SaaS). It enables corporate users to store and analyze data using cloud-based hardware and software. After a Snowflake connection is established from Gainsight, Admins can:
- Use the Snowflake data to create the Dataspaces in Gainsight’s Data Designer.
- Create Usage Reports in Adoption Explorer.
Business Use Case: With the Snowflake connection, sync business data into Gainsight from your organization’s Snowflake instance. You can build reports on this data and then combine this data with other customer information to create datasets in Data Designer.
Create a Connection
To create a Snowflake connection:
- Navigate to Administration > Connectors 2.0.
- Click Create Connection. Create Connection dialog appears.
- In the Connector dropdown, select Snowflake.
- Enter details in the following fields. Your database administrator should be able to provide the information needed:
- Name of the connection
- Database Host
- Dataset Id
- Database Name
Note: Gainsight adheres to any Access Controls defined in Snowflake, and limits the data we can access from your Snowflake instance.
- Click Save.
Establishing a Snowflake connection is limited to one per tenant.
- After creating a connection, create data jobs in the Jobs list page. For more information, refer to the Preparation of Connector Jobs in the Additional Resource section at the end of this article.
The context menu consists of the following options:
- Edit Connection: Snowflake connection details can be modified by this option.
- Delete Connection: Deletes the Snowflake connection, if the associated Job Chains and data jobs are deleted.
Create a Job
Once a connection is established, Gainsight allows you to create jobs on the Jobs list page. Data from the source system is synced to the target Gainsight objects through these jobs.
Create a dataset from one source object. You can create as many datasets, as needed to create a Job.
To create a job:
- Navigate to the Administration > Connectors 2.0 > Jobs page.
- Click Create Job. Create Job dialog appears.
- Enter a unique Job name.
- Click Next. Job Preparation page appears.
- From the Data Source dropdown list, after selecting the required external system, all the objects under the selected Data Source appear.
- Drag and drop the required object from the objects list to the Canvas screen. The Dataset Configuration page appears.
In the Fields tab, admins can add fields to the Dataset.
To add fields to the Dataset:
- From the Reference for primary key dropdown, select the reference type for the primary key.
- In the Reference for last modified date dropdown, select the required date field.
- Click Add Fields, to add multiple fields to the selection.
- (optional) Use the Search textbox to locate any particular field in the selected fields.
- Display name and data type are shown for each selected field. You can modify the display name, if required.
- To delete a field from the dataset, Click X.
- Click Save.
In the Dataset, apply multiple filters on the selected fields to filter the data collected in the dataset:
- Navigate to the Filters tab.
- Click Add Filter.
- Select the field that you want to apply a filter.
- Choose the Operator and then input the data in the Value text box.
- (Optional) Click + icon to add more filters.
- (Optional) Click x icon to delete any specific field.
Note: In the Advanced Logic text box, apply logic on the filters by adding operators (AND or OR) between them, such as (A OR B) AND C.
- Click Save.
In the Summary tab, all Fields and Filters are displayed which are added in the Dataset.
Merge two or more datasets together to create an output dataset. For more information on Merge, refer to the Preparation of Connector Jobs in the Additional Resources section at the end of this article.
When the final output dataset is ready, add a destination to the output dataset. This enables data sync from the source to the target Gainsight object. For more information on Add Destination, refer to the Preparation of Connector Jobs in the Additional Resource section at the end of this article.
In Direct Mapping, you must map fields from the output dataset to the target object in the field mappings. Data sync happens from the source fields of the external system to the target fields of Gainsight, based on the configured field mappings. For more information on Direct Mapping, refer to the Preparation of Connector Jobs in the Additional Resources section at the end of this article.
Note: This is optional and you must configure the derived mappings only if you want to populate values into target fields of data type GSID. GSID values are populated from the same or another object through a lookup.
In this stage, you can create lookup mapping in a data sync job. Create a lookup to the same object or another standard object, and match up to six columns. Once the required matching is performed, Gainsight IDs (GSIDs) are fetched from the lookup object into the GSID data type fields. For more information on the derived mappings, refer to the Preparation of Connector Jobs in the Additional Resource section at the end of this article.
Note: To use Derived Mappings, Target Object must have at least one field of data type GSID.
View the Execution and Update activities of all the data jobs in the Activity page. You can download the logs of the job execution from this page to help troubleshooting the configuration issues. For more information, refer to the Activity Page in the Additional Resources section at the end of this article.
For more information about Connectors, refer to the following articles: