Push-to-Warehouse Setup: Snowflake

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In this guide, you will be setting up a connection to a data warehouse destination you own. Reach out to your Customer Success Manager or [email protected] to confirm that your Modern Treasury plan includes the Push to Warehouse capability.

Prerequisites

• Your Snowflake user must be granted securityadmin and sysadmin roles to complete the next step. To verify these roles, run SHOW GRANTS TO USER <your_username>; and review the role column.
• If your Snowflake data warehouse is using Snowflake Access Policies, please reference our Push to Warehouse IP Address documentation to complete Step 2.

Step 1: Create role, user, warehouse, and database in the data warehouse

1. Review and make any changes to the following setup script.

begin;
 
   -- create variables for user / password / role / warehouse / database
   -- please note that the use of all-caps is *required* for all values except the password 
   set role_name = 'TRANSFER_ROLE';
   set user_name = 'TRANSFER_USER';
   set user_password = 'some_password';
   set warehouse_name = 'TRANSFER_WAREHOUSE';
   set database_name = 'TRANSFER_DATABASE';

   -- change role to securityadmin for user / role steps
   use role securityadmin;
 
   -- create role for data transfer service
   create role if not exists identifier($role_name);
   grant role identifier($role_name) to role SYSADMIN;
 
   -- create a user for data transfer service
   create user if not exists identifier($user_name)
   password = $user_password
   default_role = $role_name
   default_warehouse = $warehouse_name;
 
   grant role identifier($role_name) to user identifier($user_name);
 
   -- change role to sysadmin for warehouse / database steps
   use role sysadmin;
 
   -- create a warehouse for data transfer service
   create warehouse if not exists identifier($warehouse_name)
   warehouse_size = xsmall
   warehouse_type = standard
   auto_suspend = 60
   auto_resume = true
   initially_suspended = true;
 
   -- create database for data transfer service
   create database if not exists identifier($database_name);
 
   -- grant service role access to warehouse
   grant USAGE
   on warehouse identifier($warehouse_name)
   to role identifier($role_name);
 
   -- grant service access to database
   grant CREATE SCHEMA, MONITOR, USAGE
   on database identifier($database_name)
   to role identifier($role_name);
 
 commit;

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Using an existing schema

By default, a new schema (with a name you provide) will be created in the target Snowflake database upon the initial connection. If instead you create the schema ahead of time, you may remove the CREATE SCHEMA permission, and instead grant ALL PRIVILEGES on the target schema for the designated role.

The script below can be used to complete this step:

SQL

set role_name = 'TRANSFER_ROLE';
set database_name = 'TRANSFER_DATABASE'; 
set schema_name = 'PRECREATED_SCHEMA';

use database identifier($database_name);
grant ALL PRIVILEGES on schema identifier($schema_name) to role identifier($role_name);

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Using an existing warehouse or database

By default, this script creates a new warehouse and a new database. If you'd prefer to use an existing warehouse/database, change the warehouse_name variable from TRANSFER_WAREHOUSE to the name of the warehouse to be shared/database_name variable from TRANSFER_DATABASE to the name of the database to be shared.

2. In the Snowflake interface, select the dropdown next to the "Run" button, and click Run All. This will run every query in the script at once. If successful, you will see Statement executed successfully in the query results.

Step 2: Configure the Snowflake access policy

If your Snowflake data warehouse is using Snowflake Access Policies, a new policy must be added to allow the transfer service static IP to write to the warehouse.

1. Review current network policies to check for existing IP safelists.

SHOW NETWORK POLICIES;

2. If there is no existing Snowflake Network Policies (the SHOW query returns no results), you can skip to Step 3.
3. If there is an existing Snowflake Network Policy, you must alter the existing policy or create a new one to safelist the data transfer service static IP address. Use the CREATE NETWORK POLICY command to specify the IP addresses that can access your Snowflake warehouse.

CREATE NETWORK POLICY <transfer_service_policy_name> ALLOWED_IP_LIST = ('5.4.7.8/32');

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Creating your first network policy

If you have no existing network policies and you create your first as part of this step, all other IPs outside of the ALLOWED_IP_LIST will be blocked. Snowflake does not allow setting a network policy that blocks your current IP address. (An error message results while trying to create a network policy that blocks the current IP address.) But be careful when setting your first network policy.

Step 3: Add your destination

Securely share your host name, database name, your chosen schema name, username, and password with us to complete the connection.