Overview

Required plan

This feature or setting is available to all customers on any Recurly Engage subscription plan.

Prerequisites & limitations

• You must have Company or App Administrator permissions in Recurly Engage.
• A Looker account with access to the dashboard containing your user traits.
• AWS S3 credentials retrieved from Recurly Engage (pulse) for secure uploads.

Definition

Configures a scheduled Looker data export to push CSV files of user traits into the Recurly Engage S3 bucket.

Key benefits

• Automated workflows: Eliminate manual CSV downloads by scheduling daily Looker exports directly into S3.
• Consistent data: Ensure your trait imports always use the latest data without human intervention.
• Secure transfer: Credentials are managed by Recurly Engage and only grant access to the designated S3 bucket.

Key details

Below is a step-by-step guide to configure your Looker schedules and connect them to your Recurly Engage S3 bucket.

1. Retrieve S3 credentials in Pulse

   • Go to Settings > Custom Traits in your Recurly Engage console.
   
   
   • Click Click here for AWS S3 credentials and check Show Credentials to reveal your Bucket name, Access Key, and Secret Key.
   
   

2. Log in to Looker

   • Open a new browser tab and navigate to Looker.
   
   

3. Locate your user data Look

   • Select the folder containing your user trait data.
   
   
   • Choose an existing Look that outputs all required trait columns.
   
   

4. Ensure correct column ordering

   • Make sure the first column is your customer ID (e.g., user_id). If not, edit the Look to reposition it.
   
   

5. Create a schedule

   • Click Create Schedules on the Look.
   
   
   • In the schedule modal, choose Amazon S3, then paste your Recurly Engage Bucket, Access Key, and Secret Key into the fields. Adjust the delivery time if needed.
   
   

6. Save and verify

   • Save the schedule. Looker will now push a CSV of your user traits to the S3 bucket each day at the scheduled time.

Once set up, your Recurly Engage instance will automatically ingest the daily CSV upload within a few hours, keeping your user traits up to date for segmentation and targeting purposes.