How to integrate Birdie + Snowflake

Birdie supports a two-way integration with Snowflake:

• Importing data from Snowflake into Birdie (e.g., customer, account, or operational data to enrich feedback).

• Exporting data from Birdie into Snowflake (e.g., feedback records, areas, opportunities, and metrics).

Because each Snowflake installation is unique, Birdie’s team will work with your IT administrators to finalize details. This article explains how your Snowflake admin can generate and provide the credentials needed to enable the integration.

Before you start, make sure that:

• You have Snowflake account admin access (or equivalent privileges to manage security integrations and API clients).

• You can log in with the Snowflake CLI or web console.

• Your organization has already requested the Snowflake connector to be enabled in Birdie.

Birdie uses OAuth to connect securely with your Snowflake instance.

• Log into Snowflake as an ACCOUNTADMIN.

• Run the following SQL to create a security integration (replace <integration_name> with a meaningful name, e.g. BIRDIE_API):

• Verify the integration was created:

• Still as ACCOUNTADMIN, create a dedicated user for Birdie:

• Create a role and grant the necessary privileges:

• Generate an OAuth token for the Birdie integration:

On Linux / macOS:

On Windows:

• Once successful, you will have an OAuth token and related credentials.

Share securely with Birdie:

• Account identifier (e.g., xy12345.us-east-1)

• User name created for Birdie (e.g., birdie_integration_user)

• Role assigned to the user (e.g., birdie_role)

• OAuth token (securely generated as above)

Birdie will configure the connector and confirm once the integration is active.