How to set up Snowflake
Connecting your own Snowflake
To connect your existing Snowflake instance, you’ll need:- An active Snowflake account
- A dedicated database, warehouse, and user for Cargo
- Proper role permissions configured
Connection details
To set up the connection, provide the following details when creating the connector:| Field | Description |
|---|---|
| Account | Your Snowflake account identifier |
| Database | The database created for Cargo (e.g., cargo_db) |
| Warehouse | The warehouse for Cargo operations (e.g., cargo_wh) |
| Role | The role with appropriate permissions (e.g., cargo_role) |
| User | The Cargo service user (e.g., cargo_user) |
| Password | The user’s password (for password authentication) |
| RSA Private Key | The user’s private key (for RSA key pair authentication) |
Authentication methods
Cargo supports two authentication methods for Snowflake:- Password authentication – Use a username and password to connect
- RSA key pair authentication – Use a public/private key pair for enhanced security
Snowflake actions
Once connected, you can use Snowflake in your workflows with the following actions:Insert
Insert new records into a Snowflake table. Configuration| Field | Description |
|---|---|
| Database | The Snowflake database containing the target table |
| Schema | The schema containing the target table |
| Table | The table to insert data into |
| Mappings | Map columns to values using expressions |
- Lead capture – Insert new leads from form submissions or enrichment workflows
- Event logging – Record workflow events and outcomes
- Data aggregation – Store computed results for reporting
Update
Update existing records in a Snowflake table based on a matching column. Configuration| Field | Description |
|---|---|
| Database | The Snowflake database containing the target table |
| Schema | The schema containing the target table |
| Table | The table to update |
| Matching Column | The column to match records against |
| Matching Value | The value to match (supports expressions) |
| Mappings | Map columns to new values using expressions |
- Data enrichment – Update records with enriched data from external sources
- Status updates – Mark records as processed or update stages
- Sync external changes – Keep Snowflake in sync with CRM or other systems
Upsert
Create new records or update existing ones based on a matching column. Configuration| Field | Description |
|---|---|
| Database | The Snowflake database containing the target table |
| Schema | The schema containing the target table |
| Table | The table to upsert into |
| Matching Column | The column to match records against |
| Matching Value | The value to match (supports expressions) |
| Mappings | Map columns to values using expressions |
- Data sync – Keep your warehouse updated regardless of whether records exist
- Idempotent operations – Safely retry operations without creating duplicates
- Master data management – Maintain a single source of truth
Delete
Delete records from a Snowflake table based on a matching column. Configuration| Field | Description |
|---|---|
| Database | The Snowflake database containing the target table |
| Schema | The schema containing the target table |
| Table | The table to delete from |
| Matching Column | The column to match records against |
| Matching Value | The value to match (supports expressions) |
- Data cleanup – Remove outdated or invalid records
- GDPR compliance – Delete personal data on request
- Workflow automation – Remove processed records from staging tables
Snowflake data models
Cargo allows you to create data models on top of your Snowflake data that can be used to trigger Plays and power workflows.Creating Snowflake data models
To create a Snowflake data model:- Navigate to Data Models in Cargo
- Click Create data model
- Select Snowflake as the source
- Configure the following fields:
| Field | Description |
|---|---|
| Name | Choose a descriptive name for your model |
| Slug | Set a unique identifier that cannot be changed once created |
| Database | Select the Snowflake database containing your data |
| Schema | Select the schema containing your data |
| Table | Select the table or view to model |
| ID Column | The column containing unique record identifiers |
| Title Column | The column to display as the record title |
| Cursor Column | (Optional) Column for incremental syncing (date or number) |
Using Snowflake data models
Once created, your Snowflake data model can be used to:- Trigger Plays – Start automated workflows when data changes
- Power enrichment – Use Snowflake data to enrich records in workflows
- Create segments – Filter and target specific records from your data
Network configuration
If you’re using Snowflake’s Allowed IPs network policy, add these Cargo IP addresses to your whitelist:3.251.34.13454.220.135.9979.125.105.52
Security
- All Snowflake connections are encrypted using SSL/TLS
- Credentials are securely stored and encrypted at rest
- Cargo supports RSA key-pair authentication for enhanced security
- Cargo never overwrites existing tables—it always creates its own