Snowflake

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✅  Source  ❌ Destination

With RGIP + Snowflake, send your engagement, intent or CRM data to RGIP Scoring.

What does this integration do?

Turning on the Snowflake integration allows you to send Snowflake data to RGIP: product usage, web visits, contact properties, account properties... etc to surface to your Sales reps in the RGIP Scoring iFrame in Salesforce or leverage in a scoring model.

Important notes

  1. Data in Snowflake typically resides in tables. When sharing data with RGIP, the best practice is to create separate tables for Event data, Contact data, and/or Account data. You don't need to send all 3 objects:

    1. For sending contact attributes only, creating a contact table is sufficient.

    2. For sending account attributes only, creating an account table is sufficient.

    3. For sending events, creating both an event table and a contact table will be needed, so that HG's RGI platform can properly reconciliate Snwoflake events with a contact’s email across all integrations. This is also true when sending domain-level events, even though no identified contact performed the action (format: anonymous@domain.com).

  2. In each table shared with RGIP, there must be a column corresponding to a created_at and updated_at: RGIP pulls data incrementally instead of your whole table at every pull to go faster

    • new rows based on created_at

    • and updated rows based on updated_at

  3. It is recommended to create a dedicated user for RGIP in Snowflake instead of connecting your own user. Please grant the RGIP dedicated user USAGE privileges on the Database and Schema, and SELECT on the tables you want to share. Learn more about Snowflake access control best practices.

  4. Network configuration: The list of IPs to whitelist are -

    1. 54.71.87.87

    2. 34.215.124.79

    3. 52.24.91.149

    4. 54.212.13.65

    5. 54.70.127.136

RGIP works with the following entities and required properties (if the naming doesn't match exactly these column you'll be able to map them in RGIP but they need to be in there):

Events

Column

Type

example

Comment

id

VARCHAR(256)

03492f12-061b-4f54-b866-764b4f69fa80

Required

event_name

VARCHAR(256)

logged_in

Required

event_timestamp

TIMESTAMP

2023-12-02 20:22:51.780000

Required

contact_id

VARCHAR(256)

93d8AB4f69fa80 / john@slack.com

Required (needs to match “id” in Contacts table)

created_at

TIMESTAMP

2023-12-02 20:23:12.010000

Required

updated_at

TIMESTAMP

2023-12-02 20:23:12.010000

Required

event_{property}

depends on the property can be numeric or varchar or boolean

Optional

Contacts

Column

Type

example

Comment

id

VARCHAR(256)

93d8AB4f69fa80

Required  (Can be equal to the email field)

email

VARCHAR(256)

john@slack.com

Required

created_at

TIMESTAMP

2023-12-02 20:23:12.010000

Required. UTC

updated_at

TIMESTAMP

2023-12-02 20:23:12.010000

Required. UTC

contact_{property}

depends on the property can be numeric or varchar or boolean

Optional.

Accounts

Column

Type

example

Comment

id

VARCHAR(256)

RECAB4f6

Required

domain

VARCHAR(256)

slack.com

Required

created_at

TIMESTAMP

2023-12-02 20:23:12.010000

Required. UTC

updated_at

TIMESTAMP

2023-12-02 20:23:12.010000

Required. UTC

account_{property}

depends on the property can be numeric or varchar or boolean

Optional.

How to send Snowflake data to RGIP?

Pre-requisite

Pre-requisite

You have access to your Snowflake account and to RGIP app

For RGIP to start pulling data from your Snowflake account, please follow the following steps  

  1. Log in to RGIP app

  2. Click on Integrations > Snowflake

  3. Fill out the form with credentials from your user

    • Account: when you're in your Snowflake account you can find it at the beginning of the URL. It is case-sensitive. For more information on account names, refer to this Snowflake document on account identifiers.

      ⚠️ Snowflake password based auth will be deprecated following Snowflake's rollout plan.

      Before Oct. 1st, 2025, please update the user’s type to LEGACY_SERVICE if you want to continue using password based authentication.

      After Oct. 1st, 2025, only key-pair authentication will be supported and all new service accounts must be TYPE=SERVICE

    • Username / Password / Key Pair

      Tip: it is recommended to use a dedicated user for RGIP with read permissions on the warehouse, datasets and schema you want to share with RGIP.

    • Database: the name of your database

    • Schema: the schema containing the tables to share

    • Enter the table names corresponding to Events, Contacts or Accounts (you don't need to send RGIP all 3, only the ones needed for your use case)


    • For each object, map your Snowflake table column names corresponding to the required properties. In the example below, the column in Snowflake corresponding to the event time is named "timestamp" and needs to be mapped into the event_timestamp (RGIP naming)


    • Click Save

    • Click on Test connection to check RGIP can connect to your schema

RGIP will start pulling data moving forward! For RGIP to pull historical data on these tables, please submit a support ticket - it's a quick configuration to turn on on our end.

Example of request:

"Hi, we'd like to pull all data from our Snowflake instance connected to RGIP

  • Table Events: from YYYY-MM-DD  (we recommend 9 months of data)

  • Table Contacts: from YYYY-MM-DD

  • Table Account: from YYYY-MM-DD

Thanks"

At any time, you can see the status of the integration in Settings > Processes, under Connectors - Pull you should see the Snowflake integration and any error.

After a few hours, you can see the volume of Data already pulled by going to Data in the main left navigation bar and Snowflake

Frequently Asked Questions

Which privileges should I grant the dedicated user in Snowflake for RGIP?

USAGE privileges on the database and schema, SELECT privileges on the tables. Learn more here from Snowflake.

For integrating snowflake with HG's RGI platform interface, is it possible to do SSH key based authentication?

No, at this point we don’t support ssh auth for Snowflake.
Only account username and password are supported.