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Map Snowflake Fields to Pitchly

How to map Snowflake fields to corresponding Pitchly fields

After connecting Snowflake to Pitchly, your fields will need to be mapped to push data from Snowflake to the fields in your Pitchly account. The fields must be mapped by a Pitchly user with Admin permissions.

1.

Select the Integrations tab to the left of the Admin home view

2.

Under Integrations Marketplace, click Connect in the Snowflake tile

Next Generation- Map Snowflake Fields to Pitchly_Image 1

3.

In the Configure Source window, leave From as Snowflake and the sync option as Records

4.

Under With the account, click the dropdown to select your connected Snowflake account > Click Next

5.

From the dropdowns; Warehouse, Database, Schema, and Table/View, select where you want to sync data from

6.

Under ID Field Name, select the unique ID field on the table > Click Next

7.

From the Configure Destination window, under To, click the dropdown and select Pitchly

8.

Leave To as Pitchly and the sync option as Records

9.

Under With the account, click the dropdown and select your Pitchly account (if it is not available, instead click connect account)

10.

Select Workspace and Table

11.

Under Match by field, select the field you will be mapping data by > Click Next

Please Note: The "Match by" field should contain all unique values, such as a record ID or number. Matching on a unique ID enables Pitchly to determine if an existing record should be updated or a new record created.

12.

Map fields from Snowflake to Pitchly by selecting fields from the dropdowns

Next Generation- Map Snowflake Fields to Pitchly_Image 2

13.

Click Finish > OK

We’d love to hear from you. If you have any feedback on product enhancements or additional questions, email the team at PitchlySupport@pitchly.com.

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