Snowflake Setup and Configuration

To sync data from Triple Whale to Snowflake, you must set up a Snowflake service user, role, schema, and grant the necessary permissions. This guide walks you through the setup process to ensure a seamless connection.

Step 1: Create a Triple Whale Service User

Create a dedicated Snowflake service user for Triple Whale's data sync process.

1. Navigate to Admin > Users & Roles > Users.
2. Click the + User button.
3. Give the User a User Name and Password, uncheck Force user to change password on first time login (to avoid login issues), and click Create User.

Step 2: Create a New Role

A role is required to manage access to the warehouse, database, and schema.

1. Navigate to Admin > Users & Roles > Roles.

2. Click the + Role button.

3. Give the role a Name and click Create Role (privileges will be added later, in Step 4).

   

Step 3: Assign the Service User to the Role

1. Navigate to Admin > Users & Roles > Users.

2. Select the newly created service user.

3. Click Grant Role and assign the new role to the user.

   

Step 4: Grant Database and Schema Privileges to the Role

Select or Create a Database and Grant Privilege

1. Navigate to Admin > Warehouses.
2. Either create a new database or select an existing one, where you will send your Triple Whale data.
3. Click the + Privilege button, select the new role (from Step 2), and grant the USAGE privilege.

Create a Schema and Grant Privileges

1. Navigate to the database where you will send your Triple Whale data - Admin > Data > Databases > (Selected Database).

2. Click the + Schema button to create a new schema, where you will send your Triple Whale data.

   

3. Navigate to the newly created schema where you will send your Triple Whale data - Admin > Data > Databases > (Selected Database) > (Selected Schema).

4. Click the + Privilege button in the schema settings, select the new role, and grant the following privileges:

   • CREATE TABLE
   • CREATE VIEW
   • INSERT - FUTURE TABLE
   • SELECT - FUTURE TABLE
   • UPDATE - FUTURE TABLE
   • USAGE

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Connecting to Triple Whale

Once the Snowflake setup is complete, connect it to Triple Whale.

1. Open the Triple Whale Integrations page.

2. Click Connect on the Snowflake integration.

   

   Connecting Snowflake to Triple Whale

3. Enter the required connection details.

   1. To view the AccountId, Warehouse, Database, and Schema details in Snowflake:
      1. Navigate to Admin > User menu (bottom left) > Account > View Account Details > Config File.
      2. From the dropdown menus, select the Warehouse, Database, and Schema where you will send your Triple Whale data.
      3. The config file now displays the following information:
         1. account --> AccountId
         2. warehouse --> Warehouse
         3. database --> Database
         4. schema --> Schema
   2. Enter the Username and Password you created in Step 1, and the Role you created in Step 2.

4. Enter the required details in the Triple Whale connection popup, and check the checkbox confirming that you have granted all the necessary privileges to your service user.

5. Click Save to complete the setup.

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Creating an Agent to Schedule Your Sync

After connecting your Snowflake warehouse to Triple Whale, you can automate data exports by creating an Agent.

1. Open Agents
   Go to Moby > Shop’s Agents in your Triple Whale account. Click New Agent or select an existing one to edit.

2. Set Snowflake Table as Your Destination
   In the Agent builder, add a Send to Destinations step and pick Sync to Warehouse. Click Select Provider to choose your connected Snowflake warehouse, and enter the Table ID where you wish to send your data (this should be a unique Table ID that doesn't already exist).

3. Define Query
   Check Use dedicated query, and provide your desired SQL query for the data export. (Note: For smaller exports, you may instead write a custom SQL query using a Get Data step in your agent, though we recommend the Use dedicated query for larger exports.)

4. Configure Your Schedule
   Choose how often you want the Agent to run (e.g., hourly). Once saved, Triple Whale will automatically send new rows to your Snowflake dataset on that schedule.

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Finalizing Your Setup: Handling Data De-duplication (Recommended)

Now that your Snowflake database is connected to Triple Whale, it's important to handle duplicate records to ensure accurate data in your warehouse. Since each export appends new rows rather than updating existing ones, querying the raw data directly may result in inflated totals if duplicates aren’t managed.

Because unique row keys depend on the structure of your query, Triple Whale does not automatically de-duplicate records. You must define the right approach based on your data model.

To prevent duplication-related issues, follow the best practices outlined in the De-duplication for Data Warehouse Sync guide:

• Tracking the most recent version of each record
• Identifying unique row keys based on your data model
• Filtering out older duplicate rows in your queries

Implementing de-duplication ensures that your analysis reflects the most accurate and up-to-date data in your warehouse.

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Troubleshooting

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Common Errors and Fixes

• "Access Denied": Ensure that the user has been assigned the correct role and the role has been granted necessary permissions on the database and schema.
• "Database Not Found": Verify that the database name entered in Triple Whale matches the one in Snowflake.
• "Schema Not Found": Confirm that the schema exists and that the name entered in Triple Whale matches the one in Snowflake.