Connect to Snowflake in Wondaris

Connect to Snowflake in Wondaris

This guide outlines how to securely connect your Snowflake data to Wondaris using Views, simplifying data exposure management and eliminating the need to grant direct table access to Wondaris service accounts.

To use this feature, please contact support@wondaris.com or your customer success manager (at Wondaris or your implementation partner)

Prerequisites

For best practices please see our secure connection guide: https://wondaris.atlassian.net/wiki/spaces/WPK/pages/4093444099

  • Create a Snowflake View: Before connecting to Wondaris, create a view in your Snowflake account that encapsulates the specific data you wish to share. This view acts as a secure interface, controlling which columns and rows are exposed to Wondaris. Ensure the view's underlying tables have the necessary permissions granted to the user you'll use for the connection.

 Instructions

 

  1. Select Snowflake: In the Wondaris Explore welcome screen, choose Snowflake as your data source (you may not see the same options as below, depending on your licence).

    oyd.png
  2. Configure the Connection: Fill in the connection details:

    snowflake connection.png
    1. Connection Name: Provide a descriptive name for this connection (required) - this is what is displayed in the Wondaris user interface to identify the connection.

    2. Snowflake Account: Your Snowflake account identifier is required and is made up using the following pattern.
      <locator_id>.<region>.<provider>
      See the screenshot below for how to get this information from your snowflake account.

      image-20250411-031820.png

      eg. po*****.us-central1.gcp

    3. Snowflake Warehouse: Select the warehouse Wondaris will use for querying the view. Choose a warehouse appropriate for the expected query load (required).

    4. Snowflake User Role: Optionally specify the role to be used during the connection. This can be beneficial for more granular access control.

    5. Snowflake Region: Optionally specify your Snowflake region if it's different from the default. This ensures optimal performance.

    6. Snowflake Database Name: The name of the database containing your view.

    7. Snowflake Database User: The username of a Snowflake user with read access to the specified database and view (required).

    8. Snowflake Password: The password for the specified Snowflake user.

Your credentials are stored in a secure secrets store within a customer-specific, isolated environment just for your instance of Wondaris.

For more info or to ask any security questions please reach out to security@wondaris.com

  1. Test Connection: Click the "Test Connection" button to validate your credentials and ensure Wondaris can access your Snowflake account.

  2. View Selection: From the drop-down list, choose the Snowflake view you created in the prerequisite step. This view will be the source of data for Wondaris.

  3. Connect: Click "Connect" to finalise the connection between Wondaris and your Snowflake view.

Post-Connection Steps

After successfully connecting, you can select specific tables or views from your connected Snowflake warehouse within Wondaris Explore to build and activate audiences. Using views is highly recommended for limiting data exposure and managing permissions effectively.

Metadata Tagging (Recommended)

For enhanced filtering capabilities when building segments/audiences, we strongly recommend tagging metadata for your data columns. Navigate to Source Connection → Metadata within Wondaris to add these tags.

A beta feature can be enabled which automatically tags your data based on the existing metadata that is present in your Snowflake tables / views.

Reach out to support@wondaris.com to find out more.