Implementation

  • Updated

Implementation Overview

In general terms, the entire implementation process whether done as a self-implementation or a managed implementation consists of several stages:

1) Prerequisites
2) Installation
3) Configuration
4) Testing (UAT)
5) GoLive

Prerequisites

Before the installation, configuration and testing can begin, it is important to complete the prerequisites listed below.

  1. Access to Integrator.io iPaaS Account
    You will need to have access to the main integrator.io account. Either create one or ensure you have credentials to access the main integrator.io account. Click here to see details on how to create one if needed.

    Simply generate an integrator.io api token to start. See here for managing your tokens.

  2. Access to Snowflake Account
    You will need access to your Snowflake account administrator. Either create one or ensure you have credentials to access.

Installation

Here are the instructions to install a Celigo integrator.io quickstart template.

1. Access the Marketplace:

  • Log in to your integrator.io account.
  • Click on the Marketplace menu option.

2. Locate Your Template:

  • Scroll through the list or search for errorsio.
    ErrorsIO-Snowflake Quickstart Template.png

3. Initiate Installation:

  • Click the preview > button on the chosen template tile.

4. Review and Confirm:

  • The Install Wizard will display a list of components it will create in your account.
  • Click Install now to proceed.
  • Click Proceed to confirm.

5. Configure Connections:

  • Upon completion, you'll be redirected to the Setup page.
  • Set up the connections to each app using your account credentials:
    • Click Configure to open the connection for an endpoint.
    • Enter required connection details (username, password, API keys, etc.).
    • Click Test or Validate to ensure the connection is successful.
    • Click Save for each connection.

Additional Notes:

  • ReadMe File: Always refer to the quickstart template's ReadMe file for detailed instructions and any special requirements.

Snowflake Connection

In Celigo NetSuite - Snowflake ETL tile, Navigate to “Connections” (as you can see in the image) from the tabs available. 

In the “Connection” tab, There will be an option to create a new connection(“Create Connection”). Once we click that a new window slides onto the screen. 

Let’s find what each field needs as information.

  1. Name* : Name of the connection
  2. Account name* : This is where we place the base URI of the snowflake account.
  3. Database name* : Input the name of your database from the snowflake account.
  4. Warehouse name* : Input the name of your warehouse from the snowflake account.
  5. Schema : Name of the schema which has been created for the database in your snowflake account.
  6. User Role :  Name of the user account / profile of your snowflake account.
  7. Username* : Profile name (used for login).
  8. Password* : Password used for logging into that snowflake account. 

Once we fill in all the required fields, Then click on “Test Connection” to test the connection with regards to the information provided in the form.

If everything is accurate and correct then we will get a green tick alert prompt confirming the details are correct. If we get a red box alert then, Re-check with all the details.

Once it is successfully established, Save and close the connection floating window.     

Congratulations! You've successfully installed your Celigo ErrorsIO-Snowflake quickstart template.