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Accounting and finance / Data warehouse

Pigment and Snowflake integration

Plan how Pigment and Snowflake should share data across your business. Work with Stacksync engineers on record mapping, system access, and the requirements for running the integration.

  • Scope your workflow with an integration engineer
  • Review the systems, records, and updates you need
Integration planning
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Proposed workflow

Metric or analytical result reporting workflow

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting eventA change involving Pigment Metrics or the proposed metric or analytical result table in Snowflake needs a defined result in the other system.

  1. Start with Pigment Metrics and the proposed metric or analytical result table in Snowflake. Use the record-matching and field-ownership rules from your mapping worksheet.

  2. Resolve entity keys, time zones, aggregation grain, and any currency/unit conversions.

  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

What to verifyCompare identical time windows and dimensions; test late-arriving data and a recalculated metric.

Review records and field ownership

Proposed record relationships

Records to connect

Use these examples to define record matching and field ownership for your technical review.

Download the mapping worksheet

CSV · No email required

Example record relationships between Pigment and Snowflake
Pigment recordSnowflake recordRecord matchingField ownership
MetricsProposed record; confirm Stacksync object support.Reporting datasetProposed metric or analytical result tableProposed table; choose its name and schema.Identify a metric by definition/version, dimensions, time window, and entity key.The analytical model owns the computation; operational systems should receive only approved outputs with freshness context.

These relationships do not establish connector availability. Review the required connection and record operations with Stacksync.

Record coverage to review

Use documented coverage where available. Catalog record types are starting points for review and do not confirm Stacksync support.

Pigment

Connection and object support require review

Record types to review with Stacksync

Record typesCoverage and requirements
  • Tables
  • Applications
  • Metrics
  • Dimension lists
  • Scenarios
  • Data imports
Confirm support for this record type and the direction you need.

Discuss Pigment requirements

Snowflake

Read and write support varies by record

Record types covered in the setup guide

Record typesCoverage and requirements
  • Standard tables (including Permanent, Transient and Temporary tables)
✅ Supported. Confirm field permissions and sync direction.
  • Views (including materialized and non-materialized views)
🕘 Coming soon. Confirm field permissions and sync direction.
  • External tables
❌ Not supported. Confirm field permissions and sync direction.

Read the Snowflake connector guide

Connection essentials

Confirm Stacksync support and account requirements for undocumented connections. Interface information alone does not establish connector availability.

View setup requirements and limits
Connection requirementPigmentSnowflake
Integration interfaceREST-based import and export APISQL via JDBC/ODBC and native drivers, plus the Snowflake SQL REST API
AuthenticationConfirm the credentials, API plan, and permissions required for Pigment.Dedicated Snowflake service user + role with RSA key-pair authentication
Change detectionConfirm how Stacksync detects changes for this connector and the objects you need.The saved Stacksync guide does not specify the change-detection mechanism.
Read accessConfirm with StacksyncAvailable for supported records
Write accessConfirm with StacksyncAvailable for supported records

Enterprise controls

Security and control for your integrations

Explore security controls

Compliance and data transfers

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

  • SOC 2 Type II
  • ISO 27001
  • HIPAA BAA
  • GDPR
  • CCPA
  • DPF US-EU-UK-CH

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Record-level recovery

Inspect sync errors and use retry and revert controls to resolve failed updates.

Read the recovery guide

Implementation

Technical reference

Review setup, record relationships, testing, and recovery for your implementation.

Authentication, permissions and API limits

Connection requirements and limits

Pigment
Integration interface
REST-based import and export API
Authentication
Confirm the credentials, API plan, and permissions required for Pigment.
Change detection
Confirm how Stacksync detects changes for this connector and the objects you need.
Read access
Confirm with Stacksync
Write access
Confirm with Stacksync
Setup requirements
  • Identify the Pigment account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Pigment, including read/write support, authentication, and initial-load limits.
Limitations to check
  • Confirm Stacksync support for Pigment and the record types your workflow needs.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
Snowflake
Integration interface
SQL via JDBC/ODBC and native drivers, plus the Snowflake SQL REST API
Authentication
Dedicated Snowflake service user + role with RSA key-pair authentication (Stacksync-provided public key), created via a setup script requiring SECURITY_ADMIN and ACCOUNTADMIN roles
Change detection
The saved Stacksync guide does not specify the change-detection mechanism. Confirm it for the selected objects.
Read access
Available for supported records
Write access
Available for supported records
Setup requirements
  • Have an administrator run the documented setup script for a dedicated service user and role with RSA key-pair authentication.
  • Specify the correct warehouse, database, schema, and account identifier. Verify table grants for the service role.
  • Existing tables need a non-null primary key with a UUID_STRING() default, as specified in the connector guide.
Limitations to check
  • The saved support matrix excludes external tables and marks materialized and ordinary views as not yet supported.
  • Geography and geometry fields are excluded by the saved connector guide.
Technical documentation

Documentation reviewed 2026-09-15. Check the linked guides for current account and record requirements.

Snowflake setup guide

Prepare Pigment and Snowflake access

Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.

Pigment setup checklist
  • Identify the Pigment account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Pigment, including read/write support, authentication, and initial-load limits.
Snowflake setup checklist
  • Have an administrator run the documented setup script for a dedicated service user and role with RSA key-pair authentication.
  • Specify the correct warehouse, database, schema, and account identifier. Verify table grants for the service role.
  • Existing tables need a non-null primary key with a UUID_STRING() default, as specified in the connector guide.

Setup guides: Authorize Snowflake

Prepare to go live

Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.

Use the Pigment and Snowflake planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.

Talk to an engineer · Review current pricing

Record identity and field ownership

Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.

Download the mapping worksheet · CSV, no email required

Reporting dataset

Metrics / Proposed metric or analytical result table in Snowflake (choose its name)

Plan a metric or analytical result dataset while preserving its source meaning.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Pigment
Object support to establish
Snowflake
Your database schema
Record identity
Identify a metric by definition/version, dimensions, time window, and entity key.
Field ownership
The analytical model owns the computation; operational systems should receive only approved outputs with freshness context.

Fields to include

  • Metric definition
  • Entity reference
  • Time window
  • Value
  • Computed-at time
Record dependencies
Resolve entity keys, time zones, aggregation grain, and any currency/unit conversions.
Validation
Compare identical time windows and dimensions; test late-arriving data and a recalculated metric.
Recovery
Recompute the intended window before retrying an output; avoid overwriting a newer result with an older computation.

Compare integration approaches

Choose a method around one example record and the update your business needs. Use Metrics / Proposed metric or analytical result table in Snowflake (choose its name) to review record matching and confirm Stacksync support for the required operations. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.

Stacksync managed sync

Best fit
Review compatibility with a Stacksync engineer using an example of the records and updates you need.
Operating responsibility
Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
Before you choose
Check record matching: Identify a metric by definition/version, dimensions, time window, and entity key. Verify field coverage, deletion handling, and how changes are detected.

Native vendor integration

Best fit
A vendor-built integration may fit if it supports your Pigment and Snowflake record types.
Operating responsibility
Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
Before you choose
First check whether either vendor offers this integration. If available, verify Metrics / Proposed metric or analytical result table in Snowflake (choose its name), update direction, account tier, and related-record handling.

Custom API or workflow

Best fit
Consider when Pigment and Snowflake need a transformation, approval, or action outside a direct record sync.
Operating responsibility
Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
Before you choose
Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery. Separate reading history from actions that send messages, grant access, or post transactions.

File or scheduled snapshot

Best fit
Consider for a one-time Pigment / Snowflake migration or a reporting need with an explicit freshness window.
Operating responsibility
Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
Before you choose
Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.

Workflow scenarios and expected results

Metric or analytical result reporting workflow

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Metrics or Proposed metric or analytical result table in Snowflake (choose its name) record needs a defined result in the other system.

  1. Start with Pigment Metrics and Snowflake Proposed metric or analytical result table in Snowflake (choose its name). Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Resolve entity keys, time zones, aggregation grain, and any currency/unit conversions.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Compare identical time windows and dimensions; test late-arriving data and a recalculated metric.

If it fails: Recompute the intended window before retrying an output; avoid overwriting a newer result with an older computation.

Reconcile Pigment business records with Snowflake

This is an evaluation scenario; connector and operation support require confirmation.

Starting event: A finance-owned record in Pigment needs operational visibility through a selected destination dataset.

  1. Select Metrics with the correct legal entity, period, and currency.
  2. Define a reporting relationship in Snowflake; do not equate customer records, ledger accounts, and posted transactions.
  3. Decide whether the process only reports a financial state or requests an approved accounting action, and maintain a separate transaction ID for each action.

Expected result: Totals reconcile within the same entity/currency/window; a repeated handoff creates no duplicate financial transaction.

If it fails: Verify posting and settlement state before retrying. Use the approved adjustment path for already-posted transactions.

Initial load and acceptance testing

Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.

Metrics / Proposed metric or analytical result table in Snowflake (choose its name)

Test case

Compare identical time windows and dimensions; test late-arriving data and a recalculated metric.

Expected result

The expected metric or analytical result relationship is preserved with no duplicate action or unintended write.

Direction and permissions

Test case

Bring an example source record and the intended destination operation to the compatibility review. Confirm the supported route before granting write access.

Expected result

Only an approved, supported direction and permitted fields are written.

Freshness and reconciliation

Test case

Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.

Expected result

The process meets its agreed freshness target and reconciliation has no unexplained differences.

Failed updates, retries and recovery

Start with the failed record and the destination error, then inspect the source value, field requirements, and access.

Rejected or repeated metric or analytical result change

Investigate

Inspect Pigment Metrics and Snowflake Proposed metric or analytical result table in Snowflake (choose its name), their IDs, and the destination error.

Next action

Recompute the intended window before retrying an output; avoid overwriting a newer result with an older computation.

A record type or update is unavailable

Investigate

Check the Pigment and Snowflake connector guides, account permissions, and any operations marked On Request.

Next action

Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.

Source and destination disagree after a retry

Investigate

Compare current source values, destination validation, identity mappings, and any side effects already completed.

Next action

Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.

Read the Stacksync issues dashboard guide for retry and revert behavior.

Change detection and update delivery

How updates move between Pigment and Snowflake

See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.

Pigment Snowflake Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in Snowflake.

Snowflake Pigment Direction requires confirmation

Detect changesThe saved Stacksync guide does not specify the change-detection mechanism. Confirm it for the selected objects.

Apply updatesConfirm that Stacksync can create or update the records you need in Pigment.

Update timing and record limits
  • Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
FAQ

Pigment and Snowflake integration FAQ

Next step

Plan your integration with an engineer

Walk through your Pigment and Snowflake records, field mappings, and requirements with an integration engineer.