Configure Snowflake (Direct Connect) in Console

Learn how to set up the Snowflake Direct Connect data pipeline in the Console UI so that Reltio data is written directly to your Snowflake internal stage.

Prerequisite

Your tenant must have the Reltio Data Pipeline for Snowflake add-on enabled.
You need the ROLE_DATA_PIPELINE_ADMIN role.
Your Snowflake account must allow creation of stages, streams, and tasks.

Steps to configure the Snowflake (Direct Connect) pipeline from the Reltio Console

Use this procedure to configure the Snowflake (Direct Connect) pipeline from the Reltio Console.

To configure Snowflake (Direct Connect) in Console, follow these steps:

On your Snowflake account, create a Snowflake user and a role for the Reltio pipeline.
1. Create or identify a dedicated user in Snowflake that Reltio will use to authenticate with key-pair authentication.
2. Create or reuse a role that has access to the target schema where Reltio will write data.

Assign the necessary permissions to the role in Snowflake.

Use the following SQL statements. Replace the placeholders with your actual values.

GRANT USAGE ON WAREHOUSE <warehouse> TO ROLE <role>;
GRANT USAGE ON DATABASE <database> TO ROLE <role>;
GRANT USAGE ON SCHEMA <database>.<schema> TO ROLE <role>;
GRANT CREATE STAGE ON SCHEMA <database>.<schema> TO ROLE <role>;
GRANT READ, WRITE ON ALL STAGES IN SCHEMA <database>.<schema> TO ROLE <role>;
GRANT CREATE STREAM ON SCHEMA <database>.<schema> TO ROLE <role>;
GRANT CREATE VIEW ON SCHEMA <database>.<schema> TO ROLE <role>;
GRANT CREATE FUNCTION ON SCHEMA <database>.<schema> TO ROLE <role>;
GRANT EXECUTE TASK ON ACCOUNT TO ROLE <role>;
GRANT CREATE TASK ON SCHEMA <database>.<schema> TO ROLE <role>;
GRANT CREATE TABLE ON SCHEMA <database>.<schema> TO ROLE <role>;
GRANT SELECT ON FUTURE TABLES IN SCHEMA <database>.<schema> TO ROLE <role>;
GRANT INSERT ON FUTURE TABLES IN SCHEMA <database>.<schema> TO ROLE <role>;
GRANT CREATE FILE FORMAT ON SCHEMA <database>.<schema> TO ROLE <role>;
GRANT ROLE <role> TO USER <username>;

Log in to your Reltio tenant.
In the Console, go to Data Sharing → Data Pipelines → Pipelines → New Data Pipeline.
Select Snowflake (Direct Connect).The Configure Snowflake pipeline window opens.

Enter the required Snowflake configuration details:


Parameter	Description
Pipeline connection details
Name*	The display name of the pipeline connector shown in Console.
Account name*	Your Snowflake account identifier.
Warehouse name*	The compute warehouse used for query execution and pipeline processing in your Snowflake Account.
Database name*	The target Snowflake database where Reltio data will be written.
Schema name*	The schema inside the Snowflake database used for storing Reltio objects.
Organization name*	The Snowflake organization identifier associated with the account.
Role*	The Snowflake role you assigned to the pipeline user in step 2 above with required privileges.
Stage name*	The internal stage where data is loaded before processing. You can provide any name here and Reltio will automatically create an internal stage with the same name within the schema and database you provided.
Data delivery options
Attribute format	Defines the format in which attribute values are stored.
Transmit OV values only	When selected, only operational values (OVs) are synced to Snowflake.
Data filtering	When selected, enables filtering of data sent to Snowflake. You must configure filtering conditions separately.
Serialize initial sources in crosswalks	When selected, sends the initial source in each crosswalk record.
Note: Parameters marked with an asterisk (*) are mandatory.

Select Save & Create. A success message is displayed.
Locate the Snowflake (Direct Connect) pipeline tile you created.

On the pipeline tile, select the More actions menu (three dots).


Sequence	Select option	Steps to perform
1	Generate public key	In the Public Key dialog box, enter the username of Snowflake user from Step 1, and click Generate Key. Assign the generated public key to the Snowflake user by running the following query in your Snowflake account `ALTER USER <username> SET RSA_PUBLIC_KEY = '<Returned_Public_Key>';`
2	Set up pipeline	A message is displayed showing that the pipeline setup is initiated. This action provisions objects inside Snowflake for the pipeline.
3	Validate	A success or failure message is displayed once the action is complete. Validation confirms successful connectivity and permissions.
4	Re-sync data	In the Re-sync data dialog box, choose the data types you want to include: Entities Relations Interactions Matches Merges Activities Workflows Select Re-sync to start the synchronization. The selected data types are exported from Reltio tenant and written into Snowflake.

Result

The Snowflake (Direct Connect) pipeline is fully configured. Reltio tenant begins streaming AI-ready and trusted data directly into your Snowflake internal stage.

Unify and manage your data

Configure Snowflake (Direct Connect) in Console

Prerequisite

Steps to configure the Snowflake (Direct Connect) pipeline from the Reltio Console

Result

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