Redshift

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Beta

The Redshift integration is currently in beta. If you would like us to enable it email [email protected]

The Redshift integration lets you sync data directly from your Redshift data warehouse into Calixa on an ongoing basis. It makes it easy to send user and account, product analytics, billing information, or any other kind of data you have on your customers to Calixa.

To add Redshift, go to the Integrations Page in Calixa, click add integration, then click on the Redshift logo, and follow the steps below.

Setting Up Required Permissions

In order to connect to Redshift, you need to set up a few required permissions in your AWS Console.

1. Log into Redshift to get your connection information. To find your cluster endpoint and database information, go to your dashboard here. Copy and paste them in the fields below.

2. Use these commands to add the Calixa user and grant it read permission to your database. Go to to your console here.

Copy and paste the following into your console:

CREATE USER calixa PASSWORD '!qEXNd7f.#4t';

GRANT USAGE ON SCHEMA [schema] to calixa;

GRANT SELECT ON ALL TABLES IN SCHEMA [schema] to calixa;

GRANT SELECT ON TABLE pg_namespace to calixa;

GRANT SELECT ON TABLE PG_TABLE_DEF to calixa;

Once you’ve added these permissions, click the button below to save your settings.

You don’t need to save the username and password, Calixa will store them securely for you.

Setting up a sync

Once you've connected Redshift, you're ready to create a sync to pull your data into Calixa. By default, syncs will run every 15 minutes and pull in any changes to the data.

To set up your sync, click "Add sync" on the Integrations > Sync page in Calixa.

1. Select the Calixa Object you would like to sync.

2. Select the Redshift warehouse you'd like to pull data from. You will only see projects that you connected in the Integration tab, so if you're not seeing a project you may need to add an additional Redshift integration.

3. Choose a Dataset and Table from Redshift.

4. Map your properties from Redshift to Calixa. There are 4 required properties for Accounts and 4 for Users.

For Accounts, you must have:

1. Name (string)
2. ID (string or integer)
3. Created At (timestamp)
4. Updated At (timestamp)

For Users, you must have:

1. Email (string)
2. ID (string or integer)
3. Created At (timestamp)
4. Updated At (timestamp)

5. Test your mappings. If they're working properly you should see a green "success" message. You must get a successful test in order to create the sync.

6. Click "Create Warehouse Sync". Congratulations! You're all set up. The initial sync may take longer than 15 minutes depending on the amount of data in the table you chose. You should start to see data populate in Segments within a few minutes.