ChurnZero can connect to an Amazon S3 bucket to easily import data into your tenant. Using this method, ChurnZero will scan a specified bucket that you have authorized to look for files that will then be imported.
Authorize Your S3 Integration
To configure the Amazon S3 Integration, within ChurnZero navigate to Admin>S3 Imports
If you do not see this in your Admin Section, please reach out to your ChurnZero Representative so they can activate this feature for you.
You will then need to specify your settings and authenticate.
- Region- Dropdown selection of which AWS Region the S3 bucket is in
- Bucket Name- An Amazon S3 bucket name is globally unique, and the namespace is shared by all AWS accounts.
- Access Key- Click here to learn more about AWS Security Credentials
- Secret Key- Click here to learn more about AWS Security Credentials
- File Prefix (optional)-If a prefix is provided, only files within the prefix will be used. Use this option if you want to make sure only specific files in a bucket are included for import.
Once you click "Authorize" ChurnZero will begin scanning that S3 bucket for files to import. To avoid re-importing files that have already been processed, only those files with a Last Modified Date later than the last run of the import will qualify for processing. ChurnZero looks for new files hourly.
In order to utilize this integration, the AWS S3 IAM User tied to the Access Key/Secret Key needs to have the following access in the specific bucket:
ChurnZero has 4 Standard Objects that you can import to:
We also support importing to custom objects. To find the name of the Custom Object, in ChurnZero navigate to Admin>Imports. You will see a dropdown with the list of your entity names.
In order to map the files to the correct objects in ChurnZero, a specific naming convention must be followed. The name of the file must begin with the name of the entity.
For example, if you want to import a list of Accounts the following would be an acceptable file name:
For more information on fields required for importing data, please see our article on Batch Imports via CSV
Once you have set up the import process, you can check the Dev Console to see the status of your imports.