Staircase AI supports one-to-one import of data around your customers. Whenever you upload new data, it will overwrite the old CSV file and you won't need to configure the integration for every file. Staircase AI synchronizes customer data every hour, so you will see fresh data quickly.
Additionally, the synchronization process is run whenever you update the field integrations. This way you don't need to wait for the next scheduled synchronization.
Share regular CSV files with Staircase AI through an Amazon S3 Bucket by following the steps below:
Prerequisite
Create an Amazon S3 bucket where you will upload CSVs. Make this S3 bucket private and allow access to it with one of the two following options:
Dedicated IAM user
Create a dedicated IAM user who has access to it. Take note of the user’s Access Key ID and Secret Access Key when you are ready to set up your Amazon S3 Integration in Staircase AI.
Grant access to role
Allow access to your bucket to the AWS role assumed by Staircase AI.
This is the IAM policy you'll need to set so that Staircase AI can access the CSV file.
{
"Version": "2012-10-17",
"Statement": [
{
"Effect": "Allow",
"Principal": {
"AWS": "arn:aws:iam::311884680213:role/StaircaseS3AccessRole"
},
"Action": [
"s3:GetObject",
"s3:ListBucket",
],
"Resource": [
"arn:aws:s3:::{bucket-name}",
"arn:aws:s3:::{bucket-name}/*"
]
}
]
}Make sure you replace {bucket-name} with the bucket name you chose.
Note: In case the bucket is configured to be encrypted you'll need to grant read access to the KMS key that decrypts the files
{
"Effect": "Allow",
"Action": ["kms:Decrypt"],
"Resource": "arn:aws:kms:{your-region}:{your-account-id}:key/{your-key-id}"
}Make sure you replace {your-region}, {your-account-id} and {your-key-id} with the real values.
Configurations
Enter your bucket name and file path to the CSV.
Match the account properties by specifying the account matching field and selecting the account matching type from the dropdown.
The “Account matching property name” value means the name of the column in your CSV file which contains the customer identity. This value is mandatory to correlate rows with accounts.
The “Account matching type” indicates the identity type of the value from “Account property name”. Staircase AI supports "Name", "Domain", "CRM ID" and "App ID". We recommend using "CRM ID" as best practice.
Click “Save” to finish.
Mapping fields
Navigate to the “Account fields” page and configure field integrations.
Example CSV
The below is an example of the CSV file:
Either "Domain" or "Name" could be selected as the "Account matching property name" or CRM ID can be added and referenced as recommended above. Other columns can be mapped to customer fields.
Note: For historical data loading - add a date column to the file - the column name should be ‘date’ and the values in that column need to be formatted as yyyy-mm-dd.
Additional note: S3 import doesn't support user reference fields currently (i.e. you cannot update account owner via S3 bucket).