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Fivetran project setup

To set up a new project in Fivetran follow these steps:

  1. First, ensure you have met the following pre-requisites:

    • You have set up a Snowflake Account for the project (follow all instructions from here)
    • Ensure that your Snowflake project has a LOADER_PRD role with privileges to write data to the RAW_PRD database
    • You have created a Snowflake User called FIVETRAN_SVC_USER_PRD and ensured this user has the LOADER_PRD role
    • You have set up an auth key pair for this user and saved it to the ODI OnePass account

  2. In Fivetran, navigate to Organization -> Accounts

  3. Click Add Acount
  4. Choose an Account Name, select Enterprise for Account Tier and No restrictions for Required Authentication Type
  5. Next, navigate to Destinations
  6. Search for Snowflake and click Select
  7. To set up the Snowflake connector:
    1. Name the destination RAW_PRD
    2. Add the Snowflake URL for your project as the Host
    3. Add FIVETRAN_SVC_USER_PRD as the User
    4. Add RAW_PRD as the Database
    5. For Auth select KEY_PAIR and enter the key pair details for the FIVETRAN_SVC_USER_PRD user
    6. Add LOADER_PRD as the Role
    7. Optional: Most of the time, the cloud provider and region don't matter, but if a client is operating in a particular cloud/region and wants to minimize data transfer, it makes sense to select the client's Cloud service provider, Cloud region, and Default Time Zone
    8. Click the Save & Test button

Once you are through with these steps, you can proceed to creating and assigning permissions to Users in the Fivetran account.