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Connectors · · 2 min read

Connecting a data source

Connect a data source to Snowfire: who can do it, what to decide before you save, and how to check that the first sync is healthy.

What it’s for

Connect a system, such as a CRM, ERP or data warehouse, so Chat, Metrics and Signals can use its data.

Before you start

  • You need the Admin role, or Integration Access on the connector.
  • Start with the systems behind one decision, not everything at once.
  • Have the credentials for the source ready, or know who has them.
  • For a cloud drive, choose how its files are organized: each file as its own table, or matching files combined into one table. The choice is locked once the connection is saved.

Steps

Find the source

  1. Open Data Management and choose the Catalog tab. It lists the connectors available to you.
  2. Find the source and choose Connect.
Data Management Catalog tab listing available connectors, each with a Connect button
Data Management: the Catalog tab.

Set up the connection

  1. Under Connection Setup, check the Connector name. It is required, and you can change it later from the connectors table.
  2. Under Integration Responsibility, choose I can configure the integration myself. Or choose I need to assign it to someone else, and pick who.
  3. Under Data Ownership, choose the data source owner. The owner manages user permissions and access to the data.
  4. Choose Get Started.
Connect form with connector name, integration responsibility, data ownership and a Get Started button
Connect a source: Connection Setup.

Enter the credentials

  1. In Connection Credentials, fill in the fields for the source. Fields marked with a star are required.
  2. Choose Connect. Snowfire tests the connection while it verifies your credentials.
Connection Credentials panel for Salesforce with Username, Password and Security Token fields and a Connect button
Enter the source credentials, then Connect.

Your credentials are encrypted and stored securely.

Choose the data to sync

  1. On Setup Data, check the Setup Summary: total tables, enabled tables and enabled rows.
  2. Turn each item on or off, and open it to see what it holds.
  3. Choose Complete Setup. The connector’s page opens.
Setup Data page for Salesforce with a Setup Summary of tables and rows, a toggle on each table and a Complete Setup button
Setup Data: choose what syncs, then Complete Setup.

Check and fix

  1. Check the sync on the Active tab in Data Management. See Connector health.
  2. Choose which tables and fields sync. See Configuring tables and fields.
  3. Set who can see the data. See Limiting which users can see a connector’s data.
ProblemFix
Connect stays unavailable.Fill in every required field. Empty ones show This field is required.
You see You don’t have permission to set up this connector.Ask an Admin, or ask for Integration Access on the connector.
You started but did not finish.The connector waits on the Planned tab. See Requesting a connector.
The connector shows This integration has already been configured.Open it from the Active tab instead of connecting it again.

  • How connectors work

    1 min read

    How Snowfire connectors bring data in from CRM, finance, ERP, warehouses and other systems, what syncs, and who can see the data.

  • Connector health in Data Management

    2 min read

    Check connector sync health in Data Management: the health summary, filters, the badge for connectors that need attention, and plain-language reasons.

  • The Data access panel

    1 min read

    The Data access panel in the sidebar lists the connectors and documents you can use, and where to change who can reach a connector’s data.

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