Configuring Snowflake Integration

Integrating Snowflake with Planful allows you to load data directly from Snowflake to Planful for more efficient financial planning and analysis. This integration requires setting up a profile within Planful to establish a connection with Snowflake.

Note:

Contact your Account Manager to enable the Snowflake Integration feature.

Once the profile is created, you can define Data Load Rules (DLRs) to transfer data from Snowflake to Planful for further processing.

How to Configure Snowflake in Planful?

To configure Snowflake in Planful, you have to create a new profile. To create a new profile, do the following:

1. Navigate to Maintenance > Administration > Configuration Tasks > Data Integration Configuration > Cloud Services.

2. Click Snowflake.

3. Click New Profile.

   Notes:

   • You can create multiple profiles.

   • Created profiles are displayed under Existing Profiles (visible only if at least one profile exists).

   

4. Enter the Profile Name.

5. Enter the Account Name - as defined in Snowflake.

6. Enter the Database Name - provide the name of the Snowflake database you want to connect to.

7. Enter the Warehouse Name - provide the name of the warehouse used to execute the computing process.

8. Select an authentication method:

   1. Basic: Enter Username and Password

   2. Key Pair: Enter Username, Private Key, and Key Phrase.

   

9. Click Create.

   Once the profile is created, click Add Data Load Rule to create a new Data Load Rule to load data from Snowflake to Planful. Read more about adding a DLR to load data from Snowflake.

How to Edit an Existing Snowflake Profile?

Editing an existing Snowflake profile allows users to update credentials or connection details as needed. To edit an existing Snowflake profile, do the following:

1. Navigate to Maintenance > Administration > Configuration Tasks > Data Integration Configuration > Cloud Services.

2. Click Snowflake.

3. Hover over an existing profile and click the Edit icon.

   Note:

   Click the Delete icon and click Delete to delete the profile. If any DLRs exist, users cannot delete the profile.

4. On the Profile page, you can edit/update the details as required.

5. Once updated, click Save.