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/[Workspace ID]/
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!