How to connect Basis to Adriel

Detailed instructions to help you set up the data source for Basis

Lastly modified on: Thu, 5th Jun, 2024 at 10:37 AM

Prerequisites

• Basis account
• Snowflake Details 
  • Username, account, database, role, warehouse, and private key.

Instructions

Step 1: Getting Snowflake Private Key

• Please follow Snowflake's official documentation to generate/retrieve the Private Key. 
  • https://docs.snowflake.com/en/user-guide/key-pair-auth#step-1-generate-the-private-key 

Step 2: Connecting Basis to Adriel

1. Move to Adriel's Connections page.

2. Type "Basis" into the search bar.

3. Fill in the 6 required fields accordingly to the account that you want to connect to Adriel. Click "Submit" to proceed. 
   - Username: Fill in a username for the Snowflake account.
   - Account: Fill in the name of the Snowflake account. Enter the full URL. For example., https://123adriel.snowflakecomputing.com.
   - Database: Fill in the name of the Snowflake database. 
   - Role: Enter the Snowflake role assigned. For example, ADRIEL_USER_2025.
   - Warehouse: Snowflake warehouse name where data will be stored. For example, ADRIEL_WH. 
   - Private Key: Enter the key retrieved during Step 1. 
4. Fill in the 2 required and 1 optional field. 
   - (Required)Name
   - (Required)Data Type: Choose one data type from the dropdown list. 
   - (Optional)Brand Name Filter: Use this when you want to filter the data by name. The 'Brand Name Filter' is case-sensitive. Ensure accurate capitalization for optimal results. 
   Ex) If you write "Adriel" only data written "Adriel" will be aggregated. 
5. Click the “Submit” button below to complete the data connection.
   
   It can take up to one working day for your data to arrive.