Getting StartedQuickstart: Data Pipeline

Quickstart: Data Pipeline

Get your first data pipeline running in 15 minutes. You’ll connect a data warehouse, create a model, set up a destination, and run your first sync.

Prerequisites

  • A SignalSmith workspace (create one here)
  • Access to a data warehouse (Snowflake, BigQuery, or Databricks)
  • Credentials for at least one destination (e.g., a CRM, ad platform, or marketing tool)

Step 1: Connect a Source

Sources are connections to your data warehouse where your customer data lives.

  1. Navigate to Warehouses in the left sidebar
  2. Click Add Source
  3. Select your warehouse type (e.g., Snowflake)
  4. Enter your connection credentials:
    • For Snowflake: Account, Warehouse, Database, Schema, Username, Password/Key
    • For BigQuery: Project ID, Dataset, Service Account JSON
    • For Databricks: Host, HTTP Path, Token, Catalog, Schema
  5. Click Test Connection to verify
  6. Click Save

Step 2: Create a Model

Models are SQL queries that define the shape of data you want to sync.

  1. Navigate to Models in the left sidebar
  2. Click Create Model
  3. Select the source you just created
  4. Write a SQL query that selects the data you want to sync:
SELECT
  customer_id,
  email,
  first_name,
  last_name,
  lifetime_value,
  last_purchase_date
FROM customers
WHERE email IS NOT NULL
  1. Click Preview to see sample results
  2. Configure column types (identifier, attribute, etc.)
  3. Name your model and click Save

Step 3: Set Up a Destination

Destinations are the tools where you want to send your data.

  1. Navigate to Destinations in the left sidebar
  2. Click Add Destination
  3. Select the destination type (e.g., Salesforce, HubSpot, Google Ads)
  4. Complete the authentication flow (OAuth or API key)
  5. Click Save

Step 4: Create a Sync

Syncs connect a model to a destination and define how data moves.

  1. Navigate to Syncs in the left sidebar
  2. Click Create Sync
  3. Select your model as the source
  4. Select your destination
  5. Map fields from your model to destination fields
  6. Choose a sync mode:
    • Upsert — Create or update records
    • Mirror — Keep destination in sync (creates, updates, and deletes)
    • Append — Only add new records
  7. Set a schedule (e.g., every hour, daily)
  8. Click Save & Run

Step 5: Monitor Your Sync

  1. Go to the Sync Runs tab to see the progress
  2. Review the run summary: rows synced, errors, duration
  3. Check Insights > Sync Health for ongoing monitoring

Next Steps

OverviewQuickstart: Audiences