This article guides you through the process of connecting SnowFlake to Peaka, allowing you to seamlessly access your SnowFlake data within the Peaka platform.

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Prerequisites

Before you begin, ensure you have the following credentials from ServiceTitan:

  • Account
  • User
  • Password
  • Database Name
  • Role
  • Warehouse
  • Http Proxy

Follow the steps below to obtain it:

  1. Account:

    • Log in to your Snowflake account. If you are logging in for the first time, use the email you have received from Snowflake.
    • At the bottom left, click on your generated account name next to the Snowflake icon.
    • Copy the Account name shown and store them in a safe place.

  2. User and Password:

    • User and Password fields are your Snowflake account’s login credentials.

  3. Database Name:

    • This is the name of your database before creation. If you haven’t created a database yet, you will need to do so.

  4. Role

    • Navigate to Admin > Users & Roles in the left-hand menu.
    • Select the Roles tab, and your roles will be displayed. Copy the necessary role.

  5. Warehouse

    • Navigate to Admin > Warehouses in the left-hand menu.
    • Your warehouses will be shown. Copy the required warehouse.

  6. Http Proxy

    • If you need to set up an HTTP Proxy, refer to the following articles:

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Connecting SnowFlake to Peaka

Now that you have your SnowFlake Account, User,Password, Database Name, Role, Warehouse and Http Proxy, you can connect it to Peaka using the following steps:

  1. Navigate to the data model page in Peaka.

  2. Click the “Bring your data in” button to initiate the connection process:

  3. In the modal that appears, select “SnowFlake” as your connection type.

  4. Enter a name for your connection name and paste values that you before.

  1. Click “Next” to create your SnowFlake connection.

Congratulations! You’ve successfully connected SnowFlake to Peaka. You can now access and manage your SnowFlake data seamlessly within the Peaka platform.

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