Configure Snowflake as a source

Create a custom meter using Snowflake as the source for event data by configuring connection settings, selecting event definitions, and adjusting advanced settings.

Navigate to Mediation > Meters

Create a Custom meter.

Select Snowflake as the source. The Snowflake settings page is displayed.

Snowflake source settings

Click Select to select an Event Definition on the Snowflake settings page. You can create or select an existing Event Definition or import an Event Definition.

Under the Snowflake Settings section, configure the following settings:

Setting	Configuration
Connection	Select Snowflake from the Connection drop-down list list which includes the S3 bucket, credentials, and base path. To set up a connection, see Create Snowflake connections in meters.
Upload Data From	Select a value from the following options: Table: Selecting this option allows you to select a table from the list for data ingestion in Snowflake. Use this option when you want to read the full contents of a Snowflake table as-is. Query: Selecting this option allows you to add a query script if you want to read multiple tables or have complex data ingestion requirements from Snowflake. Use this option when you need to filter records, join multiple tables, transform data, or limit the extracted dataset. A single Snowflake source supports one query only. If you need data from multiple queries that return the same schema, combine them into a single query by using `UNION ALL`. If the queries return different schemas, configure separate Snowflake sources or meters. Snowflake can return unquoted column identifiers in uppercase. In a Snowflake source meter, the column names returned by the table or query must match the Mediation event definition field names. If the names do not match because of casing, the meter can complete successfully but the audit-trail rows can display blank field values. To avoid this issue, define the event schema with matching field names or use explicit column aliases in the Snowflake query so the returned column names align with the event definition. See Design queries for Snowflake source runs, and for more information about Snowflake identifier behavior, see Snowflake identifier requirements.
Advanced Settings	Select the values for excluded fields, rolling file size, and partition by fields. Role - Allows you to add a user role. To set up usernames and keys, to change the default user role, contact Zuora Support. Warehouse - Allows you to select a warehouse size based on your calculation for the resource requirements. Database and Schema - Allows you to specify if the table you selected as data output is under a specific database and schema in Snowflake. Partition By - Allows you to specify the partition to read in and store the files in Zuora S3.

Setting

Configuration

Connection

Select Snowflake from the Connection drop-down list list which includes the S3 bucket, credentials, and base path. To set up a connection, see Create Snowflake connections in meters.

Upload Data From

Select a value from the following options:

Table: Selecting this option allows you to select a table from the list for data ingestion in Snowflake. Use this option when you want to read the full contents of a Snowflake table as-is.
Query: Selecting this option allows you to add a query script if you want to read multiple tables or have complex data ingestion requirements from Snowflake. Use this option when you need to filter records, join multiple tables, transform data, or limit the extracted dataset. A single Snowflake source supports one query only. If you need data from multiple queries that return the same schema, combine them into a single query by using UNION ALL. If the queries return different schemas, configure separate Snowflake sources or meters.

Snowflake can return unquoted column identifiers in uppercase. In a Snowflake source meter, the column names returned by the table or query must match the Mediation event definition field names. If the names do not match because of casing, the meter can complete successfully but the audit-trail rows can display blank field values. To avoid this issue, define the event schema with matching field names or use explicit column aliases in the Snowflake query so the returned column names align with the event definition. See Design queries for Snowflake source runs, and for more information about Snowflake identifier behavior, see Snowflake identifier requirements.

Advanced Settings

Select the values for excluded fields, rolling file size, and partition by fields.

Role - Allows you to add a user role. To set up usernames and keys, to change the default user role, contact Zuora Support.
Warehouse - Allows you to select a warehouse size based on your calculation for the resource requirements.
Database and Schema - Allows you to specify if the table you selected as data output is under a specific database and schema in Snowflake.
Partition By - Allows you to specify the partition to read in and store the files in Zuora S3.

Click Save to save the Snowflake source settings.