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Connectors · · 1 min read

How connectors work

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

What it’s for

Connectors bring data from the systems you already run into Snowfire. 750+ connectors across CRM, finance and ERP, data warehouses, marketing, support and operations tools. Data Management shows each connector’s health, and when a sync is unhealthy, it gives the reason in plain language. You choose which tables and columns sync.

Before you start

Admins connect data sources. A person with Integration Access on a connector can also set up and manage the connection, without reading its data. Snowfire is one product. Its four parts share the same connected data and the same metric definitions, so a Signal, an answer and a scheduled update all agree on the number.

Steps

Get started with connectors

  1. Find the source in the catalog and connect it. See Connecting a data source.
  2. Choose which tables and columns sync. You can turn sync on or off for a table or column later.
  3. For a cloud drive, choose before you connect whether each file becomes its own table, or matching files combine into one table. The choice is locked once the connection is saved.
  4. Choose which people can access data from the connector. A person’s role does not open data on its own. See Limiting which users can see a connector’s data.
  5. Watch its sync health in Data Management. See Connector health.

Check and fix

Browse the catalog of 750+ connectors on the Connectors page.

ProblemFix
The system you need is not in the catalog.See Requesting a connector.
Chat does not use a connector’s data.Check your access on that connector. See Access: what data Chat can use for you.

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