Overview

Yext Data Sharing is a feature that leverages Snowflake's Secure Data Sharing functionality to share raw data from the Yext Snowflake warehouse with a customer's Snowflake account.

Yext Analytics collects a lot of useful analytics data for customers and provides robust built-in tools to aggregate and visualize that data, either in-platform through Report Builder and Dashboards, or programmatically through our Analytics and Logs APIs.

With that said, while they are flexible and powerful enough for the vast majority of use cases, the standard Analytics reporting tools can't reasonably satisfy every single one.

Yext Data Sharing opens up several new avenues for businesses to realize the full potential of their data:

• Fully customizable reporting — Write SQL queries against raw data to customize reports to your liking. Calculate complex, business-specific metrics that aren't available out-of-the-box. Run large, compute-intensive SQL queries that aren't supported in Report Builder or Reports API.
• Centralized business insights — Integrate your Yext data with the rest of the internal business data in your Snowflake warehouse to consolidate your reporting workflow.
• Sync data seamlessly — Move data from Yext to your internal warehouses more efficiently. Existing Snowflake customers can sync data warehouse-to-warehouse. Yext's integrations with third-party BI tools like Tableau are built on top of the Reports API, which has limitations. Data Sharing allows you to build more flexible and powerful integrations on top of Snowflake with their ecosystem of BI partners.

How It Works

The concept of Yext Data Sharing is actually pretty simple. There is a lot going on under the hood to support sharing, but the process boils down to two main steps:

1. A provider Snowflake account (Yext) creates a data share object (Share A), and adds secure views to it.
2. Yext adds an external consuming Snowflake account to the data share. Users belonging to the account receive read-only query access to the secure views in the data share. In other words, users can read (query) the data, but cannot write (alter) the data.

No actual data is copied or transferred between accounts during this process. All sharing is accomplished through Snowflake's services layer and metadata store. This makes the feature extremely secure and access to the data becomes near-instantaneous for consumers.

Account Prerequisites

In order to participate in Yext Data Sharing, you must be a Snowflake customer whose account lives in the us-east-1 (AWS) region. This is the region of our primary Snowflake account where we share data from. Additionally, your Yext account must be in the US partition — Data Sharing is not yet supported for EU partition customers.

For more on Snowflake’s different cloud regions, see their documentation here.

Additionally, only the 'root', or top-level business in an account tree can define a data share. If you are a reseller who controls multiple sub-accounts, only the top-level business can define a data share. Individual sub-accounts cannot define a data share — instead, their data will be subsumed by the root (parent) account's data share.

Yext Data Share

Note: All database objects shared between accounts are read-only. This means that the objects cannot be modified in any way, including adding, deleting, or modifying table data.

Key Components

There are four main primitives in a Yext Data Share — the sharing database, secure views, the Yext Data Share, and the Snowflake Share.

Yext has a designated global sharing database that contains all of the data to be included in Data Sharing. This sharing database contains several secure views. A Snowflake view is a named object that stores the result of a query as a table. A view can be used almost anywhere a table is used — in joins, subqueries, etc.

Secure views are specifically designed for data privacy. With regular views, anybody can see the view definition and the underlying tables. With secure views, only authorized users can see this information. The secure view is ultimately what contains the raw data for you to consume and interact with.

Yext populates the Snowflake Share with these secure views and creates a Yext Data Share resource in Config-as-Code (CaC). The Snowflake Share resource is ultimately what you import into your Snowflake account.

Row Level Security

Yext Data Sharing ensures that you only see the data that applies to your business by applying row-level security to the data share object. This means that you will only receive query access to the rows of a given secure view that contain your business' data.

For more information on how row-level security works and how Yext Data Sharing handles security and sensitive data in general, see Security and Data Sensitivity in Data Sharing.

Signing Up

Yext Data Sharing will be available by request for mutual customers of Yext and Snowflake via a personalized listing on the Snowflake Marketplace.

You should be able to sign up by requesting access through the marketplace listing. After that, a member of your Yext account team will be able to set up your data share resource. Once the share is set up, all you need to do is import it into your Snowflake warehouse and you can start querying the data.

For more information on how to sign up and get started, see Security and Data Sensitivity in Data Sharing.

Available Data

For each product domain, we will provide the view definition and a data dictionary for each secure view, some sample use cases, and starter SQL queries. The schemas and content of the views are the same across all environments.

Example Use Cases

Example: Listings Monitoring for Reseller

If you are a reseller partner who wants to power monthly Listings reporting for thousands of sub-accounts, the Reports API has a row limit of 500k rows, meaning no report generated can be larger than that. With Yext Data Sharing, you can query the data directly without worrying about row limits.

-- Listings Impressions for Every Sub-Account in an Account Tree
select
    businesses.resource_name,
    google_performance_metrics.entity_id,
    google_performance_metrics.date,
    case
      when google_performance_metrics.metric in ('BUSINESS_IMPRESSIONS_DESKTOP_MAPS', 'BUSINESS_IMPRESSIONS_MOBILE_MAPS') then 'MAPS'
      else 'SEARCH' 
    end as app,
    sum(case 
        when metric in ('BUSINESS_IMPRESSIONS_DESKTOP_MAPS','BUSINESS_IMPRESSIONS_MOBILE_MAPS','BUSINESS_IMPRESSIONS_DESKTOP_SEARCH','BUSINESS_IMPRESSIONS_MOBILE_SEARCH') 
        then value end) 
    as listings_impressions
from yext.listings.google_performance_metrics 
join yext.public.businesses using(business_id)
where date between 'yyyy-mm-dd' and 'yyyy-mm-dd'
  and app is not null
  and google_performance_metrics.business_id is not null
  and google_performance_metrics.entity_id is not null
group by 1,2,3,4

Frequently Asked Questions

Are there any limitations?

• A consuming Snowflake account can only be associated with a single Yext Data Share across a product environment.
• For customers that control multiple subsidiary accounts, such as reseller partners, only the 'root' (parent) account can define a data share.
• Customers can't directly interact with the Yext Data Share resource yet. For support, reach out to your Yext account team to submit a ticket to Engineering, or use Snowflake support.

Can I participate in Data Sharing without a Snowflake account of my own?

You will need to have a Snowflake account to participate in Yext Data Sharing. If you aren't already a Snowflake customer, you can sign up for a 30-day trial account. This will give you access to Yext Data Sharing, and it can be converted to a full paid account at any time within that 30-day window.

Are there pricing implications?

Yes, but you will not be billed by Yext. Instead, you'll be billed directly through Snowflake. Snowflake charges based on the compute resources, such as virtual warehouses, used to query the shared data.

For more on Snowflake’s compute costs, see their documentation.

How will I know how to set up my SQL queries?

The Data Dictionary documentation should be a useful resource for setting up SQL queries. This document lays out the data model, and for each view, contains detailed descriptions of each column and a few sample queries.

Can I move my Yext data outside of Snowflake?

Yes. Once your Yext data is in your Snowflake warehouse, you are free to use it for your internal business purposes — whether you'd like to keep it in Snowflake, combine it with other business data in a different database, or export it to a BI tool like Tableau. You cannot sell your Yext data, or disclose or distribute your Yext data externally.

Can I still use the Reports API?

Yes. Yext Data Sharing is meant to augment your current workflows for getting data out of Yext. The Reports API is still a great fit for simpler, standardized use cases. For more complex, custom, or scaled use cases, Yext Data Sharing is a more appropriate solution.

Is Data Sharing secure?

Yes, Data Sharing is highly secure. Data Sharing minimizes security risks by making your raw data available directly in your data warehouse without having to involve a third-party (ETL) pipeline and without actually copying or transferring the data.