Setup and Configuration

For a single checklist that walks you from setup through deployment, see the Transform Onboarding Guide. Before you begin, confirm you meet the prerequisites (cloud warehouse access, Git repo, SQL basics, admin access). Then work through the setup requirements and step-by-step guides below.

🗃️ Setup Requirements

6 items

🗃️ Connection Guides

4 items

📄️ Step: 1 Setup Version Control

Learn how to set up version control for your Coalesce project with step-by-step instructions for GitHub, Azure DevOps, Bitbucket, and GitLab. This comprehensive guide covers creating repositories, generating access tokens with proper permissions, and connecting your version control system to Coalesce, complete with video tutorials for each provider.

📄️ Step 2: Create a Project

Learn how to create a new Project in Coalesce with this step-by-step guide. Discover best practices for organizing your data transformation work, setting up Git repository integration, and preparing for team collaboration with proper version control. Essential instructions for getting started with your Coalesce data pipeline project.

📄️ Step 3: Create a Workspace

Learn how to create a Workspace in Coalesce - your sandbox environment for data development and validation. Follow step-by-step instructions to set up Git-integrated workspaces with best practices for implementation strategies and data platform connectivity.

📄️ Step 4: Add a Data Source

Learn how to add data sources to your Coalesce project to begin building data transformation pipelines. Follow simple steps to select and integrate source nodes from your data platform after configuring your storage locations and mappings.

📄️ Step 5: Authentication to Coalesce

Learn about Coalesce's comprehensive authentication options, including username/password login, multi-factor authentication, and single sign-on integration with major identity providers like Microsoft Entra ID, Okta, and JumpCloud.

📄️ Step 6: Adding Users and Setting Permissions

Learn how to add team members and set appropriate permissions in Coalesce. Manage user access through username/password or SSO, and implement role-based access control (RBAC) across organization, project, and environment levels for secure collaboration.

📄️ Step 7: Create Your Environments

Learn how to create Environments in Coalesce for deploying your data pipelines across development, testing, and production. This guide covers Environment configuration, authentication options, Storage Mappings setup, and Parameter management to ensure proper deployment to different Snowflake locations with environment-specific settings.

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