Connectors
Connect data sources, watch their health and control who sees their data.
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.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.Connector health in Data Management
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
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.Configuring tables and fields
Choose which tables and columns from a connector sync to Snowfire, review the change before you save, and set how cloud drive files become tables.Limiting which users can see a connector’s data
Limit which people can see data from each connector with connector access levels, and what a person without access sees instead.Requesting a connector you don’t see listed
What to do when the system you need is not in the Snowfire connector list, and the details to include when you ask for it.
More help topics
Browse the other Help Center categories.
- 5 articles
Getting Started
What Snowfire is, your first session, setup, your team and a tour of the app. - 2 articles
Company
Company metadata and company-wide preferences. - 3 articles
Users
User roles, connector-level access and your own preferences. - 1 article
Admins
What organization admins can do that other users cannot. - 1 article
Context Explorer
Browse the tables and fields Snowfire can use to answer. - 10 articles
Ask Your Data
Interrogate your data in Chat, write better prompts and check the answers. - 1 article
Scheduled Prompts
Turn a question into a scheduled prompt that runs on the days you pick. - 5 articles
Metrics
Find, define, trace and fix the governed numbers your teams use. - 3 articles
Signals
Internal, External and Custom Signals, and how to tune them. - 3 articles
Admin & Security
Single sign-on, multi-factor authentication and authenticator codes. - 1 article
Troubleshooting
Collect what support needs when something goes wrong. - 4 articles
Resources
The Prompting Tutorial, release notes, the glossary and app status.
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