Connecting Snowflake is admin-only, under Integrations, Apps, Snowflake in the dashboard.
Connect Snowflake
Have your Snowsight URL and a Snowflake username ready, then run the four-step wizard.1
Enter your account and user
Open Snowsight and copy the address from your browser, for example
app.snowflake.com/tsyqtjr/kt32003. Paste it into Clustr, enter the username Clustr should sign in as, and click Continue. A dedicated service user is recommended.2
Authorize with a key pair
Clustr generates a key pair and shows one statement. Run it once in a Snowflake worksheet as an admin:Click I’ve run it. Clustr keeps the private key. Only the public key is shared.
New Snowflake accounts block password sign-in for drivers, so Clustr uses key-pair auth. No password is ever stored.
3
Pick your destination
Choose a warehouse and database from the dropdowns, then pick an existing schema or create a new one (defaults to
EXPORTS). Click Continue.4
Connect and sync
Review the destination and click Connect to save the connection and run the first full export. Clustr writes to
<database>.<schema>.clustr_referral_paths.How It Works
Clustr writes a single table,<schema>.clustr_referral_paths, one flat, denormalized row per opportunity. Rows are upserted on id with a MERGE, so re-syncing never duplicates, and a full sync also removes opportunities that no longer exist in Clustr. Because it is keyed and idempotent, the table is safe to query live, build views on, or point a BI dashboard at.
Settings
The Snowflake panel shows connection status and sync controls.Table Schema
clustr_referral_paths is keyed on id (used for upserts); all other data fields are stored as text so the export never fails on type coercion. Full column reference:
Keys & metadata
Keys & metadata
Contact (client)
Contact (client)
Relationship quality
Relationship quality
Prospect
Prospect
Prospect company
Prospect company
Engagement
Engagement