Easily connect your business data to a wide variety of external tools with the Data Connector add-on. Learn how to integrate with platforms like Tableau, Power BI, and Google Data Studio to create detailed reports, uncover deep insights, and build real-time dashboards tailored to your business needs.
Click the Add button to start creating a new data connection, and then select Continue.
Select your external tool from the list - If your tool isn't listed, choose Custom tool to connect with other platforms.
Click Create connection.
After a short time (up to 30s), your connection will be ready, and you’ll see the Database details.
Copy and paste your Database details into your external tool to connect with Fresha data:
Database type = Snowflake
Account URL (sometimes called 'Account name')
Username
Warehouse name
Database name
Schema
Password
You’ll also get an email with the database details for the connection you created.
Your database details include a password that can only be viewed once for security reasons. We recommend saving this password somewhere secure for future reference. If you lose the password, you’ll need to reset it on Fresha to reconnect your data.
Connecting Fresha data
You can use your provided database details to connect Fresha data (via Snowflake) from a wide variety of data tools. The specifics for how to connect will vary by product but below we give some example steps to connect to Fresha data for popular software.
Setup steps for popular tools
Google Looker Studio
The Snowflake Connector for Google Looker Studio provides an interface to Google Looker Studio, a data visualization software that you can use to transform your raw data into the metrics and dimensions needed to create reports and dashboards. This connector is available to users with a Google account as a Partner Connector within Google Looker Studio.
Select Get Data from the Home ribbon in Power BI Desktop, select Database from the categories on the left, select Snowflake, and then select Connect.
In the Snowflake window that appears, enter the name of your Snowflake server in Server and the name of your Snowflake computing warehouse in Warehouse.
Optionally, enter values in any advanced options that you want to use to modify the connection query, such as a text value to use as a Role name or a command timeout. For more information: Connect using advanced options
Select OK.
To sign in to your Snowflake computing warehouse, enter your username and password, and then select Connect.
In Navigator, select one or multiple elements to import and use in Power BI Desktop. Then select either Load to load the table in Power BI Desktop, or Transform Data to open the Power Query Editor where you can filter and refine the set of data you want to use, and then load that refined set of data into Power BI Desktop.
Select Import to import data directly into Power BI, or select DirectQuery, then select OK. For more information: Use DirectQuery in Power BI Desktop
On the Connect screen, under To a Server, select More, and then select Snowflake.
On the General tab, enter the name of the server that you want to connect to.
(Optional) Enter the Role and Warehouse.
Select the Authentication method you'll use: Username and Password, Okta Username and Password, Sign in using OAuth, or Sign in using Key-pair.
(Optional) Select Initial SQL if you want to run a SQL command at the beginning of every connection. For more information, see Run Initial SQL.
(Optional) For Tableau Desktop and Server, enter any custom parameters on the Advanced tab you wish to use for this connection. (Not available on Tableau Cloud)
Complete the login steps for the selected authentication method:
Sign in using OAuth:
Click Sign In.
In the Web page that opens, log in to Snowflake by entering your Username and Password and selecting Log In. Alternately, select Single Sign On if Snowflake is configured to support SSO.
Click OK to confirm authorization to access your Snowflake data.
Username and Password:
Enter the username and optional password.
Click Sign In.
Okta Username and Password:
Enter the username and optional password.
Enter the optional SAML IdP (The URL for your Okta server).
Click Sign In.
Sign in using Key-pair
In Server, enter the Snowflake server address.
Enter the Warehouse and optionally the Role.
In Authentication, select Sign in using Key-pair.
Enter the Username associated with these keys.
In Private key file, browse to the .p8 file containing your private key.
(Optional) Enter the Private key file password if it is protected by one.
Next, follow the instructions under Set up the Data Source.
Download the ODBC driver from the Snowflake Downloads page and follow the installation instructions provided in the documentation.
Configure ODBC Data Source.
Open ODBC Data Sources on your computer (you’ll find it in Control Panel).
Under the User DSN tab, click on Add,
Select Snowflake ODBC Driver, and click Finish.
Enter the required details:
Data Source Name: A name for this connection.
Server (Account URL)
Warehouse
Database
Schema: (Optional)
Connect to ODBC in your tool, for example in Excel:
Open Excel, go to the Data tab, and select Get Data > From Other Sources > From ODBC.
Choose the DSN you configured for Fresha (Snowflake) and enter your login credentials.
You can now run SQL queries directly from Excel and import data from Snowflake into Excel worksheets.
Other tools
For other BI tools, refer to their official documentation on connecting with Fresha data (via Snowflake). Use the database details provided above to configure the connection.
Adding a public key
A public key adds an extra layer of security to your connection. If your system requires secure SSH authentication, you can upload a public key to Fresha. This ensures that only authorized users can access your data.
Click the Add button to start creating a new data connection, and then select Continue.
Select your external tool from the list - If your tool isn't listed, choose Custom tool to connect with other platforms.
Click Create connection.
After a short time (up to 30s), your connection will be ready, and you’ll see the Database details.
On the Database details page, click Add key.
Enter your public key into the text field.
Click Save
You can always add your public key later, for a step-by-step guide on how to do this and manage the connections you have set up, check out set up and manage connections.
FAQs
Does Fresha store the passwords for my data connections?
No, Fresha does not store passwords for data connections to ensure the security of your business data. If you lose your password, you can easily generate a new one by resetting it.
What tools work with Data connector?
Many tools can connect to Fresha data using the database details provided, some examples include:
Can I connect my Fresha data with software that doens't have a snowflake integration (e.g. Quickbooks)?
Fresha will soon provide direct, native integrations with popular software but there are a number of other options to connect your Fresha data with software that doens't have a snowflake integration.
Option 1: Use ETL/ELT Middleware Tools
Tools like Fivetran, Stitch, or Zapier can act as intermediaries between Snowflake and your desired software. Here's how to do it:
Choose an ETL Tool:
Select a tool that supports both Snowflake as a data source and your desired software as a data destination (e.g., Fivetran or Zapier).
Set Up Snowflake as a Source:
Provide your Snowflake credentials (account URL, database name, warehouse, username, and password) to the ETL tool.
Define the tables or queries from Snowflake to extract data.
Set Up your desired software as a Destination:
Authenticate the ETL tool with your desired software using API credentials or OAuth.
Map Snowflake data to your desired software fields (e.g., invoices, expenses, etc.).
Automate the Sync:
Schedule regular data transfers based on your requirements (e.g., daily, hourly).
Option 2: Export and Import Data
For simple, manual workflows:
Export Data from Snowflake:
Query and export data from Snowflake into a CSV file using your existing BI tool.
Import to QuickBooks:
Use your desired software's import functionality to load the CSV file into relevant sections (e.g., transactions, invoices).
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