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Gainsight Inc.

Export to S3 from Data Designer

Gainsight NXT

This article supports Gainsight NXT, the next evolution of the Customer Success platform. If you are using Gainsight CS Salesforce Edition, you can find supporting documentation by visiting the home page, and selecting CS > Salesforce Edition.

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This article explains admins on how to export the output data at a dataset level from Data Designer to Amazon S3.

Overview

The Export to S3 feature allows you to export output data at a dataset level directly from the Preparation tab to the Amazon S3 bucket.

Extracting data from internal or external sources, transforming it within Data Designer, and exporting it out to S3 makes it more convenient for admins who use other systems as well.

For each dataset, you can configure the export as required. To export the data to S3, navigate to Data Designer > Design > Preparation tab > [click on the Context menu of an existing dataset ] > Edit > Export to S3. You can export to S3 buckets that can either be Gainsight Bucket or Custom Bucket with encryption and decryption capabilities.

Example Business Use Case: Use Gainsight as an end-to-end ETL (Extract-Transform-Load) tool to extract data from an internal or external source (like Snowflake), transform it within Data Designer, and then export (load) it out to S3 for use in other systems.

Export Data to S3

In the Export to S3 tab, you can view and configure the following options:

  1. Enable export to S3: Toggle on the Enable export to S3 switch to start configuring the data export. 

  2. Select S3 bucket: Select either Configured S3 Buckets (Gainsight Buckets) or Custom.

    1. Configured S3 Bucket: Select this option to export the data to Gainsight buckets. And, then from the Select bucket dropdown, select the required bucket.

    2. Custom: Select this option to export the data to any custom bucket. Ensure that you have the Bucket Access Path, Access Key, and Security Token credentials available. Enter these details in the respective fields:

      • Bucket Access Path

      • Access Key

      • Security Token

      • Validate S3 Credentials: Click Validate S3 Credentials to verify the credentials entered. You get the response message whether the credentials are valid or not.

  3. File Name and Path: Provide the required information in the fields available in this section:

    1. File Name: Enter a name for the output file and select a value from the dropdown list besides the File Name field. The output file of each dataset is stored with the provided name along with the pattern type that appends the selected value to the file name. The following is the output file naming convention:

      • None - fileName.csv

      • Run Date - fileName-2021-05-05.csv

      • Execution Datetime - fileName-2021-05-05-21:15:57.csv

    2. File Path: You can either directly enter or browse the File Path.

  4. File Encryption:

    1. Select the Use File Encryption checkbox, if you need the output file in an encrypted format.

    2. Select/deselect the Export even if encryption fails checkbox as required.

    3. Select the Available Keys checkbox if you have the key details. Alternatively, you can contact Gainsight tech support to request the key.

      Note: You can also select Custom keys which is Pretty Good Privacy (PGP) Public key. PGP is an Encryption-Decryption program. Using the Public key, the data is encrypted, and users can decrypt only using their private key.

  5. File Compression Type: From the respective dropdown list, select the required options:

  • Compression Type: Select None, gzip or bzip as required. 

  • Field Separator: Select Tab or Comma to separate the fields.

  • Text Qualifier: Select Double Quote or Single Quote as required.

  1. Click Save.