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Automated Continuous DocuSign Replication to Snowflake
Use CData Sync for automated, continuous, customizable DocuSign replication to Snowflake.
Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live DocuSign data into your Snowflake instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.
Configure Snowflake as a Replication Destination
Using CData Sync, you can replicate DocuSign data to Snowflake. To add a replication destination, navigate to the Connections tab.
- Click Add Connection.
- Select the Destinations tab and locate the Snowflake connector.
- Click the Configure Connection icon at the end of that row to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the Snowflake connector. For more information about installing new connectors, see Connections in the Help documentation.
- To connect to Snowflake, set the following connection properties:
- Connection Name: Enter a connection name of your choice for the Snowflake connection.
- Warehouse: Enter the name of your Snowflake warehouse.
- URL: Enter the URL for your Snowflake database. CData Sync supports both Microsoft Azure and Amazon Web Services (AWS) instances:
- AWS: https://MyAccount.Region.snowflakecomputing.com
- Azure: https://MyAccount.Region.azure.snowflakecomputing.com
- URL: Enter the URL of the Snowflake database instance, for example: https://myaccount.snowflakecomputing.com
- Database: The name of the Snowflake database
- Auth Scheme: Select the authentication scheme. The default auth scheme is Password. The auth schemes available for Snowflake are Password, OKTA, PrivateKey, AzureAD, OAuth, PingFederate, and External Browser.
- User: Enter the username that you use to authenticate to Snowflake.
- Password: Enter the password that you use to authenticate to Snowflake.
- Schema: The schema of the Snowflake database.
- Once connected, click Create & Test to create, test and save the connection.
You are now connected to Snowflake and can use it as both a source and a destination.
NOTE: You can use the Label feature to add a label for a source or a destination.
In this article, we will demonstrate how to load DocuSign data into Snowflake and utilize it as a destination.
Configure the DocuSign Connection
You can configure a connection to DocuSign from the Connections tab. To add a connection to your DocuSign account, navigate to the Connections tab.
- Click Add Connection.
- Select a source (DocuSign).
- Configure the connection properties.
To connect to DocuSign, set the following connection properties:
- UseSandbox: indicates whether current user account is sandbox or not (FALSE by default)
- AccountId (optional): set it in the connection string if you have access to multiple Account Ids
Authenticating to DocuSign
DocuSign uses the OAuth authentication standard. To authenticate using OAuth, create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the Help documentation more information.
- Click Connect to DocuSign to ensure that the connection is configured properly.
- Click Save & Test to save the changes.
Configure Replication Queries
CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.
Replicate Entire Tables
To replicate an entire table, navigate to the Task tab in the Job, click Add Tasks, choose the table(s) from the list of DocuSign tables you wish to replicate into Snowflake, and click Add Tasks again.
Customize Your Replication
You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication with the help of SQL queries.
Schedule Your Replication
Select the Overview tab in the Job, and click Configure under Schedule. You can schedule a job to run automatically by configuring it to run at specified intervals, ranging from once every 10 minutes to once every month.
Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your DocuSign data to Snowflake.
Run the Replication Job
Once all the required configurations are made for the job, select the DocuSign table you wish to replicate and click Run. After the replication completes successfully, a notification appears, showing the time taken to run the job and the number of rows replicated.
Free Trial & More Information
Now that you have seen how to replicate DocuSign data into Snowflake, visit our CData Sync page to explore more about CData Sync and download a free 30-day trial. Start consolidating your enterprise data today!
As always, our world-class Support Team is ready to answer any questions you may have.
