Data Warehouse: setup and configuration

Connect BigQuery, Snowflake, Postgres or ClickHouse, inspect data, and configure streams into CRM records.

Open Settings > Workspace > Integrations > Data Warehouse. Workspace settings permission is required to manage the connection.

The source connection uses read access; imports can create or update Lumenbase CRM records. Writing back to the warehouse is currently hidden and disabled; there is no supported push setup in this guide. A successful connection check does not verify field mapping or every row in an import. Provider-specific grants and network reachability are required. A credential alone is insufficient. Imported records and unresolved rows need separate verification.