Step 1: [Import Data] Create a Custom Data Import Connection

Context

Creating a custom connection using AWS S3 is how you can load data to the CDP that are not supported by one of the native integrations. 

There are two types of custom connections that you can create. 

• An automated connection using AWS S3 

• A one time connection where you upload a file 

Prerequisite: 

• You must be using the new automated data import workflow. If you are not using the new automated data import workflow, you should reach out to your customer success manager to integrate with Rev.Up
• Review the Create a Custom Connection article 

Why would you create a custom connection? 

1. You should use the custom connection option if you want to import data from a system that does not have a native connector and you want to automate importing your data using AWS S3. 

2. You should use the custom connection option if you have a file that you want upload one time and do not want to set up automation. 

Steps for Creating a Custom Import Connection 

To add a new connection, simply click the Create Connection button. 

Step 2: Choose the custom connection tile and what type of connection you want to create. 

Step 3a: Set up ongoing imports using AWS S3 

Select the type of data you would like to load to the CDP.  You can choose multiple types of data at one time.  

Once you click continue, the system will create the data sources for you and generate the information you will need to set up your data import automation process. 

• Path locations for each data source that you created will be shown. In this example, we created an account, contact, and opportunity source. After clicking continue we now see three AWS S3 folders for these objects. The text represents the path location of the folders where you can send your account and contact data to for import. 
• AWS S3 access information (including the Access Key and Secret Key) will be shown. You will need to use these values to access the newly created folders. 

You can download the credentials as a CSV file to store them and then click done. You will then be taken to the data source page where you will see your newly created sources. 

Now that you have created the custom connection and the data sources, you can send a sample file of what you would like to load to the CDP to the AWS S3 path.

Each data source (ex: Account, Contact, Opportunity) will have it's own path. You can find the path locations in the downloaded S3 Credentials CSV or copy them from the "AWS S3 Location" column on the Source list page. 

Step 3b: Import a file as a One Time Import 

Once you click continue, you will be prompted to select the type of data, map your fields, and create settings to match and merge your data into the CDP. 

Read our next article to find out how to map fields for a custom connection. 

• Why set a priority and what does it mean?