DiligenceVault's Snowflake integration delivers your firm's DiligenceVault data into your Snowflake account, so your team can query records, build reports, and access documents without manually moving data between the two systems.
Overview
Snowflake is a cloud data platform that many firms use as a central location to store data in a structured format and to power reports and dashboards. With this integration you no longer need to manually download DDQ or write custom codes to make DDQ data query ready. The Snowflake integration removes those manual steps by syncing your DiligenceVault data directly into dedicated Snowflake tables and exposing your documents through live, queryable links.
Why use it
- Removes the manual download and upload of DDQ responses
- Maintains a structured copy of your DiligenceVault data in Snowflake for reporting and dashboards
- Reduces the custom coding previously needed to make exported data report ready
- Provides queryable, live document links directly in snowflake
- Get a centralised view of all documents in Azure cloud storage.
How the sync works
Once the integration is configured, the sync runs in the background with no manual steps. Each scheduled run refreshes your Snowflake tables with the latest information from DiligenceVault, including projects, responses, entities, documents, and recommendations. DiligenceVault remains the source of truth, while Snowflake holds a structured, query-ready copy of that data for reporting and dashboards. Documents are exposed through live links, so files can be opened straight from your query results rather than exported and re-uploaded.
Data moves from DiligenceVault into Snowflake, keeping DiligenceVault as the source of truth
Each automatic run happens daily at 1:00 UTC, so your Snowflake tables reflect the latest synced data
Prerequisites
An active Snowflake account, with your connection details available under Account Details in the Snowflake dashboard
A Snowflake user that can run scripts with the SECURITYADMIN or ACCOUNTADMIN role
A Snowflake warehouse and database designated to hold your DiligenceVault data
Admin access to Firm Settings in DiligenceVault
What Data Syncs to Snowflake
The integration pushes your data into a set of dedicated Snowflake tables. A Snowflake data dictionary lists the exact fields included in each table.
Each box is a table in Snowflake. Chips show the child tables nested under Entity and Responses.
Please reach out to your CSM or ask@diligencevault.com for the data dictionary.
Navigation Path
- From DiligenceVault, go to Firm Settings > Data Warehouse > Snowflake.
- The Snowflake screen has two tabs that cover the full setup: Configuration (connection details, RSA key, and connection test) and Document Access (Azure storage integration and consent).
- A How to Setup guide appears at the top of each tab.
The Configuration tab under Firm Settings > Data Warehouse > Snowflake.
Configuring the Integration
Complete the Configuration tab first, then the Document Access tab. Each step pairs an action in DiligenceVault with an action in your Snowflake environment.
The full setup across both tabs, and the connection status that advances automatically.
Step 1: Enter your Snowflake connection details
- On the Configuration tab, fill in the six required fields using the values from Account Details in Snowflake.
Snowflake Account Identifier, in the format account.region (for example, xy12345.us-east-1)
Schema Name (for example, DV_DATA_SHARE)
Warehouse Name, the space designated to hold DiligenceVault data (for example, DV_DATA_WH)
Database Name (for example, DV_ANALYTICS)
Username
Role (for example, SECURITYADMIN)
Step 2: Generate the setup script
Click Generate Setup Script. DiligenceVault builds a customized SQL script and creates a secure RSA key pair that is embedded into the script. The private key is held in DiligenceVault's encrypted secret store.
Use the Copy button in the top right corner of the script box to copy the complete script.
Step 3: Run the setup script in Snowflake
Run the copied script in Snowflake as a user with the SECURITYADMIN or ACCOUNTADMIN role. The script sets the RSA public key on the Snowflake user that DiligenceVault will connect with.
You can confirm the key was applied by running DESC USER on that user in Snowflake.
Step 4: Provide consent and save
Select the consent checkbox to allow DiligenceVault to store your credentials in an encoded format, used only to establish connectivity with Snowflake.
Click Save & Next. DiligenceVault runs a test query to confirm the connection. When the test passes, you are redirected to the Document Access tab.
Step 5: Run the storage integration script
On the Document Access tab, copy the storage integration script and run it in Snowflake as a user with the ACCOUNTADMIN role. This grants Snowflake access to the Microsoft Azure storage where your documents are hosted.
Running the script produces two values: an Azure consent URL and a Snowflake app name.
Step 6: Submit your document access credentials
Paste the Azure consent URL and Snowflake app name into the matching fields in DiligenceVault and submit the configuration.
DiligenceVault creates a document view in Snowflake that returns live, presigned file links, so document URLs are available on every query.
Connection status and notifications
The connection status advances automatically through three stages: Not Configured, then In Progress, then Active.
Email notifications are sent when setup completes and when the first data sync runs. When the status shows Active, the connection is fully established and data syncing is underway.
Accessing Your Documents
Once the integration is active, you can query your document tables directly in Snowflake. These tables include live file links, so you can open or download Word and Excel files straight from the query results. You also gain direct access to your Microsoft Azure storage, where all of your documents are available in one place, organized in a consistent nested hierarchy.
Documents are nested by entity, then by year and month, with project documents identified by a proj_ prefix.
You can browse the same structure directly in Azure and apply filters to isolate documents, for example all documents stored under a specific year. Document access through Azure storage is available only to firms that have completed the Snowflake configuration.
Browsing the nested Firm > Strategy > Product > year > month path in Azure storage.
Notes and Tips
The data dictionary lists every field included in each table. Review it before setup so your team knows exactly which data points will appear in Snowflake.
Both scripts must be run in Snowflake, not in DiligenceVault. The setup script establishes the connection, and the storage integration script enables Azure document access.
The setup script must be run with SECURITYADMIN or ACCOUNTADMIN privileges, and the storage integration script must be run as ACCOUNTADMIN.
Data refreshes once per day at 1:00 UTC. Because manual syncing is not yet available, expect up to a 24 hour gap before new DiligenceVault changes appear in Snowflake.