Connections allow you to bring data into Unison from another source. Once connected, you can create one or more integration jobs to determine the scope and frequency for the following objects:

1. Accounts
2. Contacts
3. Opportunities

Add a Snowflake connector

A Snowflake connection is based on OAuth 2.0 credentials. Unison requires read access to the specific Snowflake tables or views requested for the integration. If your implementation includes writing data back to Snowflake, Unison may also require write access to the specific destination tables requested for writeback.

We recommend limiting access to only the specific tables, views, and fields required for the approved use case. Where possible, provide curated views instead of broad raw table access.

1. In Unison, click Settings from the left nav.
2. Click Integrations.
3. Click Add a Connection.
4. Locate the Snowflake data source, and click Connect.
5. Enter a name and description for the connection (e.g., Acme Snowflake Production).
6. Click Next: Authenticate.
7. Follow the prompts to sign into your Snowflake account and authorize the connection.

You can now configure a Snowflake integration job using the connection.

Configure a Snowflake integration job

A connected Snowflake integration pulls your accounts, contacts, opportunities, and relevant activities to be analyzed for your health score. Any updates you make in Snowflake will automatically be updated here and reflected in your score.

1. In Unison, click Settings from the left nav.
2. Click Integrations.
3. Click the connected Snowflake data source.
4. For each object (account, contact/user, opportunity), ensure the Incoming fields that you want in Unison are mapped to the appropriate Snowflake field.
5. From the connections settings, choose your Active Customer Field to determine which account records and related objects to use for scoring in Unison.
6. Click Save.
   The sync is scheduled to run every 30 minutes. Job history for each object is available for review and download.

FAQs

Q: Does Unison need admin access to Snowflake?

A: For a standard integration, Unison does not require administrative access to your Snowflake environment. Unison needs access only to the approved tables or views used by the integration.

Q: Can we limit which Snowflake data Unison can access?

A: Yes. We recommend granting access only to the specific tables, views, and fields required for the integration. Where possible, provide curated views instead of broad raw table access.

Q: Does Unison support writing data back to Snowflake?

A: Writeback may be available depending on your implementation. If writeback is enabled, Unison may require write access to the specific destination tables requested for writeback. Keep writeback access separate from source data access when possible.