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  1. PLATFORM SETTINGS
  2. User traits

Looker

The Looker integration lets you schedule daily exports of CSV user trait data directly from Looker into your Recurly Engage AWS S3 bucket for seamless ingestion.

Stop downloading and uploading CSV files by hand. Schedule a daily Looker export and it pushes your user traits straight into the Recurly Engage Amazon S3 bucket, where Engage picks them up automatically.
Available on all Recurly Engage plans
1Definition 2Key benefits 3Key details

Prerequisites

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

Definition

A scheduled Looker export delivers a CSV file of your user traits to the Engage S3 bucket on a set schedule.

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 Engage manages the credentials, and they only grant access to the designated S3 bucket.

Key details

Follow these steps to configure your Looker schedule and connect it to your Engage S3 bucket:

1

Retrieve S3 credentials in Pulse

Go to Settings > Custom Traits in your 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 go 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 (for example, user_id). If it isn't, 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 Engage Bucket, Access Key, and Secret Key into the fields. Adjust the delivery time if needed.

6

Save and verify

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

Once you've set this up, Engage automatically ingests the daily CSV upload within a few hours, keeping your user traits up to date for segmentation and targeting.

Updated 6 days ago

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