S3 Data Upload Instructions

Onboarding: Sending Historical Data to Angler via S3

Using Cyberduck or Filezilla

This guide will walk you through uploading your customer data to Angler AI via S3, a cloud storage service. Prior to this guide, make sure you have followed the Standard Data Specification to generate customers, orders, line items, and products files.

  1. Download a file transfer client such as Cyberduck or Filezilla Pro.
    1. Note: the following instructions assume you have Cyberduck.
  2. Install the Cyberduck client.
  3. Create a new bookmark.
  4. Enter bookmark details (see screenshot below for reference).
    1. Type: Amazon S3
    2. Server: s3.amazonaws.com
    3. Port: 443
    4. Access Key ID: provided via email or in Angler web app
    5. Secret Access Key: provided via email or in Angler web app
    6. Path: provided via email or in Angler web app; follows structure: angler-customer-data-xfer-prd/inbound//
  5. Connect to the bookmark.
  6. Navigate to the appropriate sub-folder:
    1. customers/
    2. lineItems/
    3. orders/
    4. products/
  7. Upload the desired file.

Using WinSCP

  1. In site manager, make sure the file protocol is Amazon S3, then click Advanced

  2. In Advanced Site Settings > Environment > Directories, set the remote directory as it is provided via email or in Angler web app; include text after angler-customer-data-xfer-prd/inbound/

Please let us know if you have any questions or issues!