Openprise supports importing CSV files from Amazon S3 buckets and exporting records from Openprise as CSV files into Amazon S3 buckets.
Amazon S3 as data source
To import CSV files from Amazon S3 bucket, you must create an Openprise data source and choose Amazon S3 as the technology type. The process of creating a data source is detailed on this page. Note that on step 5, you will need to pick the "AWS S3 - CSV files" technology type.
Once you choose the technology type, you will be asked to add account information such that Openprise can communicate and authenticate to Amazon S3. You will see a pop-up that looks like the following
Enter the information letting Openprise know the
- AWS region your S3 buckets are in
- Access Key of the user you want to use for connecting to S3
- Secret Key of the user
- Select either Bucket or Path
- Supply the particular S3 bucket or path that the CSV files are in
Note: If using the path specification option instead of naming the bucket:
- include the bucket name in the path
- do not specify the bottom level folder containing data as that folder will be specified in the Directory or entity field
For example, if your data is in this folder:
“/bucketname//mysubfolder_name/datafolder”, the path you will enter into the Authentication Information popup is: “/bucketname/mysubfolder_name”
Once you enter those details, click on "Test Authentication" to verify that Openprise can reach your Amazon S3 bucket. Then "Save" the account details before following through the data source creation process.
You can now import CSV files that are in the specified Amazon S3 bucket. Please note that all CSV files in the Amazon S3 bucket must share the same file template (header names are the same or column positions are the same).
Amazon S3 as data target
To export Openprise records as CSV files to Amazon S3 bucket, you must create an Openprise data target and choose Amazon S3 as the technology type. The process of creating a data target is detailed on this page. Note that on step 6, you will need to pick the "AWS S3 - CSV files" technology type.
Once you choose the technology type, you will be asked to add account information such that Openprise can communicate and authenticate to Amazon S3. You will see a pop-up that looks like the following
Enter the information letting Openprise know the
- AWS region your S3 buckets are in,
- Access Key of the user you want to use for connecting to S3,
- Secret Key of the user, and
- particular S3 bucket that the CSV files are in.
Once you enter those details, click on "Test Authentication" to verify that Openprise can reach your Amazon S3 bucket. Then "Save" the account details before following through the data target creation process.
You can now use the data target to export Openprise records as CSV files. Please note that you will need to create and run a job with an "Upload file" task to export from Openprise into your newly created data target.