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. Fivetran Connector setup form

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.

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.

Amazon S3 Policies

Then, navigate to the JSON tab.

Amazon S3 Json Policy

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.

Amazon S3 Policy Review Button

Here, give policy a unique name (something like: “Fivetran-S3-Access”) and an optional description before clicking the Create Policy button.

Amazon S3 Policy Review Button

Create an IAM role

Navigate to Roles, then selet Create New Role.

Amazon S3 IAM New Role

Select Another AWS Account, then click the check box for Require external ID.

Amazon S3 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.

Amazon S3 Input External ID

Click Next: Permissions, and now select the policy that you created earlier (ie, “Fivetran-S3-Access”).

Amazon S3 Select Policy

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. Amazon S3 IAM Role ARN

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.

Fivetran Connector setup form

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.

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.

Google Storage Bucket Add Member

Lastly, navivate to your Google Cloud Storage Consle and take note of the bucket name as it will be needed in during the final setup steps.

Google Storage Buckets

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.

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

Lastly, click Save & Test and Fivetran will do the rest by syncing with the data from your Braze account!

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