Fivetran
Fivetran is a globally recognized brand whose analyst focused products and fully managed pipelines enable data-backed decisions by delivering ready-to-query data into your cloud warehouse. Now, as Braze’s new technology partner, data-backed decision making has been made easier and more efficient than ever before, allowing you to spend more time on the difficult tasks.
Pre-Requisites
Requirement | Source | Notes |
---|---|---|
Braze Account | Braze | This account should have at least one active subscription and admin privileges. |
Fivetran Account | Fivetran | This Fivetran account should have owner/admin privileges. |
Braze Currents | Braze Currents | Currents should be connected to one of the following cloud storage services: Amazon S3 or Google Cloud Storage. |
Braze API URL | Braze | Found in your Braze account. |
Braze API Key | Braze | Found in your Braze account. |
Integration
Setting Up Braze Current
Step 1: Locate Your External ID
Locate your External ID in the Fivetran setup form for Braze.
Simply take note of the External ID as depicted above. The remaining details needed to complete the setup will be retrieved in later steps.
Step 2: Create a Braze API Key For Amazon S3 Storage
Next, login to your dashboard here or with your designated dashboard URL and click Developer Console on the bottom left corner of the Braze dashboard.
From here, create an API Key for Fivetran and enable the following permissions for said key:
- users.export.ids
- users.export.segment
- email.unsubscribe
- email.hard_bounces
- messages.schedule_broadcasts
- campaigns.list
- campaigns.details
- canvas.list
- canvas.details
- segments.list
- segments.details
- purchases.product_list
- events.list
- feed.list
- feed.details
- templates.email.info
- templates.email.list
- subscription.status.get
- subscription.groups.get
Lastly, take note of the created API key before proceeding because it will be required in Step 4.
Step 3: Give Fivetran Access to a Specified S3 Bucket
Creating an IAM policy
Open the Amazon IAM Console and navigate to Policies->Create Policy as shown below.
Then, navigate to the JSON tab.
Copy the policy below, replacing {your-bucket-name} with the name of your s3 bucket:
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{
"Version": "2012-10-17",
"Statement": [
{
"Effect": "Allow",
"Action": [
"s3:Get*",
"s3:List*"
],
"Resource": "arn:aws:s3:::{your-bucket-name}/*"
},
{
"Effect": "Allow",
"Action": [
"s3:Get*",
"s3:List*"
],
"Resource": "arn:aws:s3:::{your-bucket-name}"
}
]
}
Now, click the Review Policy button to make any final changes before setup.
Here, give the policy a unique name (something like “Fivetran-S3-Access”) and an optional description before clicking the Create Policy button.
Create an IAM role
Navigate to Roles, then select Create New Role.
Select Another AWS Account, then click the checkbox for Require external ID.
Here, enter the Fivetran account ID, 834469178297
, and the External ID
which was found in the Fivetran Braze S3 connection setup form during Step 1.
Click Next: Permissions, and now select the policy that you created earlier (ie, “Fivetran-S3-Access”).
Lastly, click Next: Review, name your new role (i.e., Fivetran), and click Create Role.
Locating the IAM Role ARN
Click on the role you just created, or navigate to Roles from your Amazon IAM Console.
You can specify permissions for the Role ARN that you designate for Fivetran. Giving selective permissions to this Role will allow Fivetran to only sync what it has permissions to see.
Step 1: Retrieve Your Fivetran email from Google Cloud Storage
Locate your Fivetran email in the Fivetran setup form for Braze by logging into your Fivetran Dashboard, clicking on + Connector selecting Braze and selecting Azure Blob storage as the Cloud Storage
option.
Step 2: Create a Braze API Key For Google Cloud Storage
Next, login to your Braze account here or with your designated dashboard URL and click Developer Console on the bottom left corner of the Braze dashboard.
From here, create an API Key for Fivetran and enable the following permissions for said key:
- users.export.ids
- users.export.segment
- email.unsubscribe
- email.hard_bounces
- messages.schedule_broadcasts
- campaigns.list
- campaigns.details
- canvas.list
- canvas.details
- segments.list
- segments.details
- purchases.product_list
- events.list
- feed.list
- feed.details
- templates.email.info
- templates.email.list
- subscription.status.get
- subscription.groups.get
Lastly, take note of the created API key before proceeding because it will be required in Step 4.
Step 3: Authorization
Navigate to your Google Storage Console and select a bucket which you configured Braze Currents with and click on Edit bucket permissions.
After clicking Edit bucket permissions, grant Storage Object Viewer
access to the email from Step 1 by adding the email as a member.
Lastly, navigate to your Google Cloud Storage Consle and take note of the bucket name as it will be needed in during the final setup steps.
Final Steps
After logging into your Fivetran Dashboard, click on + Connector found at the top right corner of the screen and select the Braze connector to launch the setup form. Within the form, fill the given fields with the appropriate values:
Destination schema
: Choose a unique schema name.
API URL
: Your assigned API URL found during the Braze Currents setup process.
API Key
: The API Key noted during the Braze Currents setup process.
External ID
: Fixed value. Use this ID to setup IAM role in Step 3 of the Braze Currents setup process.
Bucket
: Found within your Braze Dashboard by navigating to Integration > Currents > your-current-name
.
Role ARN
: See Step 3 of the Braze Currents setup process.
Ensure Amazon S3 is selected as the Cloud Storage
choice.
Destination schema
: A unique schema name.
API URL
: your assigned API URL found in Step 2 of the Braze Currents setup process.
API Key
: The key you noted in Step 2 of the Braze Currents setup process.
Bucket name
: Found within your Braze account by navigating to Integration > Currents > your-current-name
> Bucket Name
.
Folder
: Found within your Braze account by navigating to Integration > Currents > your-current-name
> Prefix
Ensure Google Cloud Storage is selected as the Cloud Storage
choice.
Lastly, click Save & Test and Fivetran will do the rest by syncing with the data from your Braze account!