Fleet Advisor Hub - Data Destinations

Data destinations play a crucial role for Fleetio’s partners, who often need to manage, share, and analyze data across various sources to help drive data-driven decisions. Data destination integrations connect different data systems and applications to facilitate seamless data transfer, storage, and processing, and empower channel partners to derive more value from their raw customer data, leading to improved services for their customers.

In the Data Destinations directory, you can add and manage your third-party integrations.

Snowflake and Google Cloud are currently available. Azure and AWS will be available in the near future.

Connecting Snowflake

To connect Snowflake:

1. Click the Add Connection button for Snowflake.

2. Complete the Connect to Snowflake form:
   1. Enter your Snowflake Data Sharing Account ID
      • You can find this ID in “Account Details” within your Snowflake account. See Snowflake’s documentation for more details if you need help finding this.
   2. Enter a Connection Name to identify the connection in the Fleet Advisor Hub
   3. Use the drop-down menu to select the Sync Frequency. You can choose Daily, Weekly, or Monthly.
      • The sync will always occur at 6:00 am Central Time.
   4. Use the checkboxes to Select Datasets to Apply to Your Connection
      • A minimum of one dataset is required
      • Once a connection is established, you can return here to edit the dataset selections. Changes will be reflected within their destination in the next share.
      • You'll need to select datasets for each unique connection you establish. 

3. When you're finished, click the Connect button.

Connecting Google Cloud

Pre-requisites

Setup Permissions

1. Log in to the Google Cloud console as a project editor
2. From the home dashboard, select IAM & Admin > Roles
3. Select Create Role
4. Enter a Title and an optional Description for the custom role
5. Select Add Permissions
6. Filter the list of permissions, and add the following from the list:
   • `storage.buckets.get`
   • `storage.objects.create`
   • `storage.objects.delete`
   • `storage.objects.list`

Connect the Snowflake Instance with the Google Cloud Service account.

1. Log in to the Google Cloud console as a project editor
2. From the home dashboard, select Cloud Storage and choose Buckets in the sidebar
3. Filter the list of buckets, and select the bucket that you specified when you created your storage integration
4. Select Permissions > View by principals, then select Grant access
5. Under Add principals, paste the name of the service account: `sxpcpdadtu@va2-10fd.iam.gserviceaccount.com`
6. Under Assign roles, select the custom IAM role that you created previously, then select Save

Connect Google Cloud

1. Click the Add Connection button for Google Cloud.

2. Complete the Connect to Google Cloud form:
   1. Enter your Google Cloud Bucket Name
   2. Enter an optional Bucket Path if applicable
   3. Enter a Connection Name
   4. Use the drop-down menu to select the Sync Frequency. You can choose Daily, Weekly, or Monthly 
      • The sync will always occur at 6:00 a.m. Central Time
   5. Use the checkboxes to Select Datasets to Apply to Your Connection
      • A minimum of one dataset is required
      • Once a connection is established, you can return here to edit the dataset selections. Changes will be reflected within their destination in the next share*.
      • You'll need to select datasets for each unique connection you establish. 

3. When you're finished, click the Connect button.

Connecting Microsoft Azure

Pre-requisites

Connect the Fleetio Snowflake App

1. Obtain your Microsoft Azure Tenant ID, you can find this on the “Microsoft Entra ID” page within the Azure portal.
2. Accept permissions for the Fleetio Snowflake App using the link below, replacing AZURE_TENANT_ID with the ID for your account:

https://login.microsoftonline.com/AZURE_TENANT_ID/oauth2/authorize?client_id=a553b519-6f66-4bb7-9f29-49beda70fd0c&response_type=code

3. After you approve the app, you will be directed to the Snowflake homepage. You can close this tab.

Grant Access to a Storage Container

1. Log into the Microsoft Azure portal and navigate to the storage account you plan to use for the integration.
2. Create a new storage container to be used to store your Fleetio data.
3. Grant access to the Fleetio app’s service principal account for the new container:
   • Click Add Role Assignment on the storage container page

• Search for and select Storage Blob Data Contributor for the role, click Next

• Choose User, group, or service principal and click Select Members
• Enter aylkmbsnowflakepacint into the search box (Fleetio’s Snowflake app name) and select the matching app as the member.

• Click Review + assign to confirm access

Connect Microsoft Azure

1. Click the Add Connection button for Microsoft Azure.

2. Complete the Connect to Microsoft Azure form:
   1. Enter your Azure Tenant ID
   2. Enter your Storage Account Name
   3. Enter the Container Name you created for your Fleetio data
   4. Enter an optional Container Path if applicable
   5. Enter a Connection Name
   6. Use the drop-down menu to select the Sync Frequency. You can choose Daily, Weekly, or Monthly
      • The sync will always occur at 6:00 a.m. Central Time
   7. Use the checkboxes to Select Datasets to Apply to Your Connection 
      • A minimum of one dataset is required
      • Once a connection is established, you can later edit the dataset selections. Changes will be reflected within their destination in the next share*.
      • You'll need to select datasets for each unique connection you establish.

3. When you're finished, click the Connect button.

Manage Existing Data Destination Connections

To manage connections you've previously configured, click Data Destinations in the Sidebar Navigation.

Existing connections will be listed beneath their Data Destination, along with their status.

1. Click the toggle (a) to Enable or Disable the connection.
2. Click the Manage button (b) to edit the connection.

In the Manage Connection pop-up, you can make changes to:

3. Connection Name
4. Sync Frequency
5. Datasets
6. Delete the connection