Skip to main content

Guides

Issues

FAQ

What’s ChangedSources has been renamed Connections, and the Imports tab that used to live inside Sources has moved to its own dedicated Imports page. Connections is now solely about setting up and managing links to your data warehouses and storage; once a connection is active, head to Imports to bring data in.

Overview

Connections is the area within the Connectivity Suite where you set up and manage your external data platform connections. From Connections, you establish links to your data warehouses and data lakes. Once a connection is active, you can configure imports from your chosen tables on the Imports page to bring that data into Permutive for audience building and activation.

Why Use Connections?

Centralize your data connections — Connections provide a single point of management for all your external data platforms. Rather than managing multiple integration methods, you configure your connections once and reuse them across multiple imports. Integrate without engineering effort — While initial setup requires some technical input, Connections itself is a user-friendly, no-code interface: non-technical teams can browse the catalog, manage connections, and control the data they bring into Permutive directly from the Dashboard. Enable rich audience building — By connecting your data warehouses and storage systems, you unlock the ability to build cohorts based on data that lives outside of Permutive’s behavioral collection. This includes CRM data, purchase history, offline conversions, and any other user data you store externally. Maintain security and control — Connections use secure authentication methods and allow you to control exactly which data Permutive can access. You choose which tables and columns to import, keeping sensitive data protected.

Concepts

Definitions

  • Source: An external data platform (such as a data warehouse or cloud storage) that Permutive connects to for importing data. Sources are configured through the Catalog and managed on the Connections page.
  • Catalog: The interface within the Connectivity Suite where you browse available source platforms and initiate new connections. The Catalog displays all supported sources with their categories and connection status.
  • Connection: A configured link between Permutive and a source platform. Connections store authentication credentials and settings needed to access your data. A single platform can have multiple connections (e.g., connections to different BigQuery projects).
  • Import: The mechanism for bringing data from an active connection into Permutive. Imports are configured and managed on the Imports page, not on Connections.

Supported Sources

Permutive supports connections to the following source platforms:
We’re working towards making more source platforms available. If there is a specific data source you’d like to connect, please contact your Customer Success Manager.

Workflows

Browsing the Catalog

The Catalog page is your starting point for discovering and connecting to new source platforms. Use the Catalog to:
  • Browse available source connectors
  • Search and filter platforms by name or category
When you find a platform you want to connect to, click the Connect button on that platform’s card to begin the connection workflow.
You can create multiple connections to a single platform. Even if you already have a connection to a platform (e.g., BigQuery), you can create additional connections to other BigQuery projects or datasets.

Creating a Connection

To create a new connection:
  1. Navigate to the Catalog page within Connectivity
  2. Find and click on the platform you want to connect to
  3. Click the Connect button
  4. Provide a descriptive name for your connection
  5. Enter the required authentication credentials for the platform
  6. Configure any additional connection settings
  7. Click Save to create the connection
Once created, your connection will appear on the Connections page with a “Processing” status while Permutive validates the credentials. After processing completes, the status changes to “Active” and the connection is ready for use.

Managing Connections

The Connections page provides a centralized view of all your connections. From here you can:
  • View connection status (Active, Inactive, Processing, Deprecated)
  • See which platform and type each connection belongs to
  • Access connection details and settings

Connection Statuses

Connections have one of four statuses:
  • Active: The connection is available and can be used to create imports
  • Inactive: The connection has been disabled and cannot be used for imports
  • Processing: A new connection is being validated. This typically completes within a few minutes
  • Deprecated: The connection is no longer supported or has been retired
Once a connection’s status is Active, head to Imports to configure what data to bring in — imports cannot be created against a connection that isn’t Active.

Guides

Step-by-step instructions for working with Connections.

Connecting to BigQuery

Set up a connection to Google BigQuery

Connecting to Snowflake

Set up a connection to Snowflake

Connecting to Amazon S3

Set up a connection to Amazon S3

Connecting to Google Cloud Storage

Set up a connection to Google Cloud Storage
Once your connection is Active, see the Imports guides to configure what data to bring in.

Troubleshooting

The following issues may occur when working with Connections:
If your connection remains in “Processing” status for more than 15 minutes:
  • Verify that the authentication credentials are correct
  • Check that the source platform is accessible and not experiencing outages
  • Ensure any required network permissions (IP allowlisting, firewall rules) are configured
Solution: Try creating the connection again with verified credentials. If the issue persists, contact Support with your connection details.
A connection may become inactive if:
  • Authentication credentials have expired or been revoked
  • The source platform configuration has changed
Solution: If a connection becomes inactive, you’ll need to create a new connection with valid credentials. Connections cannot be reactivated once they become inactive.
If you can connect but cannot see expected tables:
  • Verify the service account or user has read permissions on the specific tables
  • Check that you’re connecting to the correct project, dataset, or schema
  • Confirm the tables contain data and are not empty
Solution: Review and update permissions in your source platform, ensuring the Permutive service account has appropriate read access.
Authentication failures typically occur due to:
  • Incorrect credentials (wrong password, expired token, invalid key file)
  • Missing or incorrect project/account identifiers
  • Service account not enabled or activated
Solution: Double-check all credential fields, regenerate credentials if needed, and ensure the service account is properly configured in your source platform.
If you don’t see your desired platform in the Catalog:
  • The connector may not yet be supported
  • The connector may be in limited availability or beta
  • Your workspace may not have access to certain connectors
Solution: Contact your Customer Success Manager to inquire about connector availability and request access if needed.

Environment Compatibility

Core Product

Connections functionality is available in the Permutive Dashboard:
Connection management is currently available only through the Permutive Dashboard. API support for programmatic connection management is planned for future releases.

Supported Source Platforms

Dependencies

Connections rely on the following products and features being configured for your organization:

Limits

Connections adhere to the following product specifications and limits.

Feature Limits

Performance Limits

For specific limits related to your contract, contact your Customer Success Manager.

FAQ

A source platform is the external platform type your data lives on (e.g., BigQuery, Snowflake) — see Supported Sources for the full list. A connection is your specific configured link to that platform, complete with credentials and settings. You might connect to a single source platform multiple times — for example, with separate connections to different BigQuery projects.
Yes, you can create connections to multiple different data warehouse platforms simultaneously. For example, you can have active connections to both BigQuery and Snowflake, and create imports from either.
Permutive requires read-only access to the specific tables you want to import. We recommend creating a dedicated service account with minimal permissions scoped to only the necessary datasets or schemas.
When you create an import from a source, Permutive reads and processes the specified data to make it available for audience building. The data is processed according to your import configuration and Permutive’s data handling policies. For composable setups, data may remain in your cloud environment.
Deleting connections is not currently available in the dashboard but is coming soon. If you need to delete a connection, please contact Permutive support. Note that deleting a connection will cause any imports using that connection to fail.
Editing connections is not currently supported. If something is wrong with a connection or credentials need to be updated, you’ll need to create a new connection with the correct details and migrate your imports to the new connection.
If your source platform is unavailable, scheduled imports will fail and retry according to the configured retry policy. Connection status may not change immediately, but you can check import run history to see if syncs are failing.
Currently, Connections only support importing data into Permutive. Exporting data back to your data warehouse or storage is planned for a future release.
Schema changes (new, removed, renamed, or reordered columns, or changed data types) are detected at the connection level, but you action them — accepting new columns, or reverting unsupported changes at source — on the Imports page. See Actioning Updates to Your Source Schema for the full workflow.

Changelog

For detailed changelog information, visit our Changelog.