Data warehouse syncing is not enabled for every workspace. If you don’t see the Connections and Syncs tabs, contact Conversion. For query requirements and warehouse-specific guidance, see the Data Warehouse Sync guides.
Connections
The Connections tab has a section for each supported warehouse: Snowflake, BigQuery, and ClickHouse. Click Add Snowflake connection, Add BigQuery connection, or Add ClickHouse connection to create one.Creating a connection
Give the connection a Name (for example, Production warehouse) and confirm the Warehouse type, then enter the credentials:
For BigQuery and Snowflake, drag the key file onto the upload box or click Upload. The issues indicator at the top lists anything still missing. Click Create connection; Conversion tests the credentials before saving, and tells you if it couldn’t connect.
See BigQuery, Snowflake, and ClickHouse for how to set up access with the right permissions.
Managing a connection
Click View on a connection to open it. The Overview tab shows the saved credentials, where you can replace the key file, change the password, or update other details; changes save automatically. The Syncs tab lists the syncs using this connection. From the options menu you can Rename or Delete the connection. A connection can’t be deleted while any sync still uses it; delete those syncs first.Syncs
The Syncs tab lists every sync as a card showing its name, the type of data it imports, an Active or Paused badge, its description, and a timeline of recent runs. Click a card to open the sync, or Add sync to create one.Creating a sync
1
Describe the sync
Enter a Name and Description, pick the Connection to query, and choose the Data type:
2
Choose the mode and frequency
Mode controls how rows are written on each run:
Events always use Upsert. Frequency sets how often the sync runs, from every minute to every few months.
3
Set contact options
For contact and event syncs, choose whether to Subscribe new contacts this sync creates to email. Existing contacts keep their subscription status. Event syncs can also Create contacts for unmatched emails when an event’s email doesn’t match an existing contact; this requires an email column and must be on before new contacts can be subscribed.
4
Write the SQL query
Click Edit query to open the SQL editor. The query must be a
SELECT statement that returns an identity column: user_id or email for contacts and events, and object_id (or id) for custom objects. Alias other columns to the Conversion field keys they should fill; use Insert contact field (or Insert <object> field) to pick them, and the Schema sidebar to browse your warehouse’s tables and columns. Click Preview to run the query and inspect the first 100 rows.5
Create and activate
Click Create sync. New syncs start Paused. Open the sync and click Activate; Conversion validates the query first and shows the schedule it will run on.
Managing a sync
Opening a sync shows its status, which object and connection it uses, and two tabs:- Overview: the sync’s settings and SQL query. Pause the sync to edit its mode, frequency, contact options, or query; the description can be edited at any time.
- Logs: every run of this sync, with the same detail as Sync activity. Filter by date range, activity type, or status.
Activate stays disabled while the issues indicator lists problems, such as a missing description or a query that doesn’t return an identity column.