fivetran-joemarkiewicz · Jun 23, 2026 · Jun 8, 2026 · Jun 10, 2026 · Jun 10, 2026 · Jun 22, 2026
diff --git a/.gitignore b/.gitignore
@@ -1,4 +1,5 @@
 # dbt
+worktrees/
 **/package-lock.yml
 package-lock.yml
 .dbt/

diff --git a/CHANGELOG.md b/CHANGELOG.md
@@ -1,3 +1,23 @@
+# dbt_intercom v1.7.0
+
+[PR #84](https://github.com/fivetran/dbt_intercom/pull/84) and [PR #85](https://github.com/fivetran/dbt_intercom/pull/85) includes the following updates:
+
+## Schema/Data Change
+**2 total changes • 1 possible breaking change**
+
+| Data Model(s) | Change type | Old | New | Notes |
+| ------------- | ----------- | --- | --- | ----- |
+| **(Breaking)** `stg_intercom__tag`, `stg_intercom__company_tag_history`, `stg_intercom__contact_tag_history`, `stg_intercom__conversation_tag_history` | Changed data type | integer | string | Casts `tag_id` as a string so joins succeed regardless of source type. |
+| `stg_intercom__company_history`, `stg_intercom__company_tag_history`, `stg_intercom__contact_company_history` | explicit data type cast | source data type | string | Casts `company_id` as a string for consistent join keys. |
+
+## Bug Fix
+- Resolves a `Database Error` in `intercom__company_enhanced` (and other tag-joined models) caused by mismatched `tag_id` data types. The fix casts all ID join keys to string in staging. See the Schema/Data Change table above.
+
+## Under the Hood
+- Migrates the `union_connections`, `apply_source_relation`, and `partition_by_source_relation` macros to the `dbt_fivetran_utils` package.
+- Adds the `fivetran_using_source_casing` variable for case-sensitive destination support. When enabled, downstream transformations respect source casing to ensure consistent results. See the [Additional Configurations](https://github.com/fivetran/dbt_intercom/#source-casing-for-case-sensitive-destinations) section of the README for details.
+
+
 # dbt_intercom v1.6.1
 
 [PR #82](https://github.com/fivetran/dbt_intercom/pull/82) includes the following updates:
@@ -363,4 +383,4 @@ As discussed within [Issue #40](https://github.com/fivetran/dbt_intercom/issues/
   - Please note, if you are installing a version of `dbt_utils` in your `packages.yml` that is not in the range above then you will encounter a package dependency error.
 
 # dbt_intercom v0.1.0 -> v0.3.1
-Refer to the relevant release notes on the Github repository for specific details for the previous releases. Thank you!
+Refer to the relevant release notes on the Github repository for specific details for the previous releases. Thank you!
diff --git a/README.md b/README.md
@@ -68,17 +68,15 @@ Include the following intercom package version in your `packages.yml` file:
 ```yaml
 packages:
   - package: fivetran/intercom
-    version: [">=1.6.0", "<1.7.0"]
+    version: [">=1.7.0", "<1.8.0"]
 ```
 ### Define database and schema variables
-
 #### Option A: Single connection
 By default, this package runs using your destination and the `intercom` schema. If this is not where your Intercom data is (for example, if your Intercom schema is named `intercom_fivetran`), add the following configuration to your root `dbt_project.yml` file:
 
 ```yml
 vars:
-  intercom:
-    intercom_database: your_database_name
+    intercom_database: your_destination_name
     intercom_schema: your_schema_name
 ```
 
@@ -102,42 +100,10 @@ vars:
         name: connection_2_source_name
 ```
 
-##### Recommended: Incorporate unioned sources into DAG
-> *If you are running the package through [Fivetran Transformations for dbt Core™](https://fivetran.com/docs/transformations/dbt#transformationsfordbtcore), the below step is necessary in order to synchronize model runs with your Intercom connections. Alternatively, you may choose to run the package through Fivetran [Quickstart](https://fivetran.com/docs/transformations/quickstart), which would create separate sets of models for each Intercom source rather than one set of unioned models.*
-
-By default, this package defines one single-connection source, called `intercom`, which will be disabled if you are unioning multiple connections. This means that your DAG will not include your Intercom sources, though the package will run successfully.
+#### Optional: Incorporate unioned sources into DAG
 
-To properly incorporate all of your Intercom connections into your project's DAG:
-1. Define each of your sources in a `.yml` file in your project. Utilize the following template for the `source`-level configurations, and, **most importantly**, copy and paste the table and column-level definitions from the package's `src_intercom.yml` [file](https://github.com/fivetran/dbt_intercom/blob/main/models/staging/src_intercom.yml).
+If you use [Fivetran Transformations for dbt Core™](https://fivetran.com/docs/transformations/dbt#transformationsfordbtcore) and are unioning multiple Intercom connections, you can define your sources in a property `.yml` file, [using this as a template](https://github.com/fivetran/dbt_intercom/blob/main/models/staging/src_intercom.yml). Set the variable `has_defined_sources: true` under the Intercom namespace in your `dbt_project.yml`. Otherwise, your Intercom connections won't appear in your DAG. See the `union_connections` macro [documentation](https://github.com/fivetran/dbt_fivetran_utils/tree/releases/v0.4.latest#optional-union-connections-defined-sources-configuration) for full configuration details.
 
-```yml
-# a .yml file in your root project
-
-version: 2
-
-sources:
-  - name: <name> # ex: Should match name in intercom_sources
-    schema: <schema_name>
-    database: <database_name>
-    loader: fivetran
-    config:
-      loaded_at_field: _fivetran_synced
-      freshness: # feel free to adjust to your liking
-        warn_after: {count: 72, period: hour}
-        error_after: {count: 168, period: hour}
-
-    tables: # copy and paste from intercom/models/staging/src_intercom.yml - see https://support.atlassian.com/bitbucket-cloud/docs/yaml-anchors/ for how to use anchors to only do so once
-```
-
-> **Note**: If there are source tables you do not have (see [Additional configurations](https://github.com/fivetran/dbt_intercom?tab=readme-ov-file#optional-step-4-additional-configurations)), you may still include them, as long as you have set the right variables to `False`.
-
-2. Set the `has_defined_sources` variable (scoped to the `intercom` package) to `True`, like such:
-```yml
-# dbt_project.yml
-vars:
-  intercom:
-    has_defined_sources: true
-```
 ### (Optional) Additional configurations
 <details open><summary>Expand/Collapse details</summary>
 
@@ -197,6 +163,14 @@ vars:
     intercom_<default_source_table_name>_identifier: your_table_name 
 ```
 
+#### Source casing for case-sensitive destinations
+By default, the package applies case-insensitive comparisons when resolving `source_relation` values. If your destination is case-sensitive and you want downstream transformations to respect the exact casing of your source database and schema names, set the following variable:
+
+```yml
+vars:
+    fivetran_using_source_casing: true
+```
+
 </details>
 
 ### (Optional) Orchestrate your models with Fivetran Transformations for dbt Core™
@@ -234,4 +208,4 @@ We highly encourage and welcome contributions to this package. Learn how to cont
 
 ## Are there any resources available?
 - If you have questions or want to reach out for help, see the [GitHub Issue](https://github.com/fivetran/dbt_intercom/issues/new/choose) section to find the right avenue of support for you.
-- If you would like to provide feedback to the dbt package team at Fivetran or would like to request a new dbt package, fill out our [Feedback Form](https://www.surveymonkey.com/r/DQ7K7WW).
+- If you would like to provide feedback to the dbt package team at Fivetran or would like to request a new dbt package, fill out our [Feedback Form](https://www.surveymonkey.com/r/DQ7K7WW).
diff --git a/dbt_project.yml b/dbt_project.yml
@@ -1,6 +1,6 @@
 config-version: 2
 name: 'intercom'
-version: '1.6.1'
+version: '1.7.0'
 require-dbt-version: [">=1.3.0", "<3.0.0"]
 models:
   intercom:

diff --git a/docs/catalog.json b/docs/catalog.json
diff --git a/docs/index.html b/docs/index.html
diff --git a/docs/manifest.json b/docs/manifest.json
diff --git a/integration_tests/ci/test_scenarios.yml b/integration_tests/ci/test_scenarios.yml
@@ -35,4 +35,10 @@ test_scenarios:
   - name: "help center history disabled"
     vars:
       intercom__using_help_center_history: false
-    include_incremental: false
+    include_incremental: false
+
+  - name: "MDLS"
+    vars:
+      fivetran_using_source_casing: true
+    include_incremental: false
+    include_dbt_seed: true
diff --git a/integration_tests/dbt_project.yml b/integration_tests/dbt_project.yml
@@ -1,5 +1,5 @@
 name: 'intercom_integration_tests'
-version: '1.6.1'
+version: '1.7.0'
 profile: 'integration_tests'
 config-version: 2
 
@@ -33,7 +33,7 @@ seeds:
   +docs:
     show: False
   intercom_integration_tests:
-    +quote_columns: "{{ true if target.type == 'redshift' else false }}"
+    +quote_columns: "{{ target.type == 'redshift' or var('fivetran_using_source_casing', false) }}"
     admin_data:
       +column_types:
         id: "{{ 'varchar(100)'  if target.type in ('redshift', 'postgres') else 'string'}}"
@@ -56,7 +56,7 @@ seeds:
         _fivetran_synced: timestamp
     collection_history_data:
       +quote_columns: true
-      +enabled: "{{ true if target.type != 'snowflake' else false }}"
+      +enabled: "{{ target.type != 'snowflake' or var('fivetran_using_source_casing', false) }}"
       +column_types:
         id: "{{ 'varchar(100)' if target.type in ('redshift', 'postgres') else 'string' }}"
         help_center_id: "{{ 'varchar(100)' if target.type in ('redshift', 'postgres') else 'string' }}"
@@ -70,7 +70,7 @@ seeds:
         _fivetran_synced: timestamp
     collection_history_data_snowflake:
       +quote_columns: true
-      +enabled: "{{ true if target.type == 'snowflake' else false }}"
+      +enabled: "{{ target.type == 'snowflake' and not var('fivetran_using_source_casing', false) }}"
       +alias: "collection_history_data"
       +column_types:
         ID: "{{ 'varchar(100)' if target.type in ('redshift', 'postgres') else 'string' }}"

diff --git a/macros/staging/get_company_tag_history_columns.sql b/macros/staging/get_company_tag_history_columns.sql
@@ -7,7 +7,7 @@
     {"name": "_fivetran_synced", "datatype": dbt.type_string()},
     {"name": "company_id", "datatype": dbt.type_string()},
     {"name": "company_updated_at", "datatype": dbt.type_timestamp()},
-    {"name": "tag_id", "datatype": dbt.type_int()}
+    {"name": "tag_id", "datatype": dbt.type_string()}
 ] %}
 
 {{ return(columns) }}

diff --git a/macros/staging/get_contact_tag_history_columns.sql b/macros/staging/get_contact_tag_history_columns.sql
@@ -7,7 +7,7 @@
     {"name": "_fivetran_end", "datatype": dbt.type_timestamp()},
     {"name": "contact_id", "datatype": dbt.type_string()},
     {"name": "contact_updated_at", "datatype": dbt.type_timestamp()},
-    {"name": "tag_id", "datatype": dbt.type_int()}
+    {"name": "tag_id", "datatype": dbt.type_string()}
 ] %}
 
 {{ return(columns) }}

diff --git a/macros/staging/get_conversation_tag_history_columns.sql b/macros/staging/get_conversation_tag_history_columns.sql
@@ -6,7 +6,7 @@
     {"name": "_fivetran_end", "datatype": dbt.type_timestamp()},
     {"name": "conversation_id", "datatype": dbt.type_int()},
     {"name": "conversation_updated_at", "datatype": dbt.type_timestamp()},
-    {"name": "tag_id", "datatype": dbt.type_int()}
+    {"name": "tag_id", "datatype": dbt.type_string()}
 ] %}
 
 {{ return(columns) }}

diff --git a/macros/staging/get_tag_columns.sql b/macros/staging/get_tag_columns.sql
@@ -3,7 +3,7 @@
 {% set columns = [
     {"name": "_fivetran_deleted", "datatype": "boolean"},
     {"name": "_fivetran_synced", "datatype": dbt.type_timestamp()},
-    {"name": "id", "datatype": dbt.type_int()},
+    {"name": "id", "datatype": dbt.type_string()},
     {"name": "name", "datatype": dbt.type_string()}
 ] %}
 

diff --git a/macros/union/apply_source_relation.sql b/macros/union/apply_source_relation.sql
diff --git a/macros/union/partition_by_source_relation.sql b/macros/union/partition_by_source_relation.sql
diff --git a/macros/union/union_connections.sql b/macros/union/union_connections.sql