What it’s for
Choose which tables and fields from each connector sync to Snowfire, and add the context that helps Chat use them correctly.
Before you start
You need to be able to manage the connector: an Admin, a Data Admin or Integration Access on it.
Steps
Open a connector’s tables
- Open Data Management and select the connector on the Active tab.
- Open the Data Management tab. The Setup Summary shows the total tables, enabled tables and enabled fields.
Find a table
- Search by name.
- Filter to All, Enabled or Disabled tables, or filter by context.
- Turn on Only show tables with active fields to shorten the list.
Turn sync on or off
- Use the Status toggle on a table to start or stop its sync. To change many, check them, or use Select all on page, then choose Enable selected or Disable selected.
- To work on fields, choose Manage Fields on the table, then turn each field on or off.
- Check the count of unsaved sync changes, then choose Save sync changes.
- Review the list and choose Apply changes.
Add context
- On a table’s fields page, add Table context to explain what the table holds.
- Use Edit Context on a field to explain that field.
See Context Explorer.
Check and fix
A message confirms each change, such as Table Accounts is syncing again.
| Problem | Fix |
|---|---|
| The list reads No tables found. | Clear the search and filters. |
| Could not update Fivetran sync. | Try again. If it keeps failing, check the connector’s health. |
| A cloud drive groups files the wrong way. | The choice between one table per file and combined tables is locked once the connection is saved. Plan it before you connect. |