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Preparing BigQuery and connecting the integration

Part 1 of the setup steps for the BigQuery integration

Written by Ivar MucenieksUpdated

Summary

  • This article takes you through the simple steps to authenticate and enable the BigQuery integration in Planhat

  • You begin by carrying out some initial steps via the Google Developer Console

  • You then enter your BigQuery credentials in the integration in Planhat and complete the authentication. Enable the integration and you're ready to start mapping data!

Who is this article for?

  • Planhat users who are setting up the BigQuery integration (e.g. Tech/Ops)

Series

This article is part of a series on the BigQuery integration:

Article contents

Introduction

Planhat's BigQuery integration makes it easy for you to sync time-series usage data into Planhat, and sync CRM data (Company, End User and License etc.) bidirectionally.

There are two main stages to setting up the BigQuery integration.

The first stage, described in this article, is preparation in BigQuery and authentication in the integration. The main steps we'll go through here are:

  • A. In BigQuery

    • Create a new project in Google Cloud

    • Set up OAuth consent screen

    • Begin to configure credentials

  • B. In Planhat

    • Open BigQuery

    • Copy redirect URI

  • C. In BigQuery

    • Generate credentials (using URI from Planhat)

  • D. In Planhat

    • Enter BigQuery credentials and authenticate

    • Enable the integration

    • Select your BigQuery database

The next stage is data mapping, which we cover in the next article in the series.

A. Initial preparation steps in BigQuery

Before you connect BigQuery to Planhat's integration, there are some setup steps to carry out in BigQuery.

Make sure you have BigQuery admin access before carrying out the following steps.

🚀 Tip

You can click on each of the screenshots below to view them enlarged in a new tab.

B. Open the BigQuery integration in Planhat

In another tab, open up Planhat. Firstly, you'll copy some information from the integration back to BigQuery.

C. Complete the setup in BigQuery

Now you can pick up where you left of in section A, copying the URI from Planhat into BigQuery.

D. Connect the BigQuery integration in Planhat

Now you can add the relevant information from BigQuery to the integration in Planhat in order to make the connection.

🎉 Congratulations - your connection is now fully set up! You are now ready to start the data mapping, which we go through in the next article.

Next steps

Once you've followed the instructions in this article and connected BigQuery to the integration in your Planhat tenant, the next step is to configure the data mapping. Learn how to do this in the next article in the series.

[Tag for search purposes: Big Query]