How to Automatically Backup Contact Records to AWS S3 Bucket CSV’s

Brittany A
February 15, 2021

There are many times when you might want to sync critical customer records into AWS S3 bucket CSV’s. Reasons might include:

  • Backups.
  • Contact cookie syncing with programmatic vendors such as LiveRamp, Kochava, TradeDesk.
  • As a constant source for marketing teams to gather files from in order to sync to FB, TikTok, Twitter, Google audience builders.

Tutorial:

Navigate to AWS and go to your S3 service homepage. You will now need to create a bucket where you want your files to be stored within/ sync’d to.

Add your bucket name and select a region:

Turn off “Block all public access” and consent at the bottom where necessary (Alpine IQ is a 3rd party that will need access. We will restrict access via IAM policies shortly):

Next we will change the bucket policy. Under the permissions tab you will see a bucket policy section. Copy and paste the following JSON code into the bucket policy section. Please make sure to change your account ID + bucket names where the placeholders are:

– Placeholders are: yourAccountID and bucketName

{
    "Version": "2012-10-17",
    "Statement": [
        {
            "Sid": "DelegateS3Access",
            "Effect": "Allow",
            "Principal": {
                "AWS": "arn:aws:iam::yourAccountID:root"
            },
            "Action": [
                "s3:DeleteObject",
                "s3:GetBucketLocation",
                "s3:GetObject",
                "s3:ListBucket",
                "s3:PutObject"
            ],
            "Resource": [
                "arn:aws:s3:::bucketName”,
                "arn:aws:s3:::bucketName/*"
            ]
        }
    ]
}

After you save we will now go to the AWS “IAM” service to add your user that will have access to this bucket. Go there now, then head to the users section in the left navigation bar. Click on “Add user” and select programmatic access. Please note that if you are just going to use this for Alpine IQ, go ahead and make the user “alpineiq” so that it is easier to track and control your security protocols. Please download the access key + access secret credentials when you have completed creating this user. You will need it at the end of this tutorial.

On Step 2 you will select “Attach existing policies directly” and then click the button in the lower-left corner “Create Policy”.

Then select “JSON” in the tabs from the new window that opens:

Copy and paste the following JSON. Make sure to replace your bucket names where applicable:

{
    "Version": "2012-10-17",
    "Statement": [
        {
            "Sid": "VisualEditor0",
            "Effect": "Allow",
            "Action": [
                "s3:PutObject",
                "s3:GetObject",
                "s3:ListBucket",
                "s3:DeleteObject",
                "s3:GetBucketLocation",
                "s3:PutObjectAcl"
            ],
            "Resource": [
                "arn:aws:s3:::sampleBucket",
                "arn:aws:s3:::sampleBucket/*"
            ]
        }
    ]
}

Congratulations! Your bucket is now setup for us to sync to it. You can make other IAM users to allow 3rd parties access to your backups.

Now all you need to do is head into Alpine IQ and connect AWS S3 as a destination. When connecting your integration you will need the access key + secret for the IAM user + the bucket name and region for us to access. Your CSV files will automatically sync to this bucket by default every 4 hours.

Bucket          // bucket name
Region          // region bucket was created in
AccessKeyID     // your new user's access ID
SecretAccessKey // your new user's secret access key

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Marketing

Create and scale brilliant marketing campaigns

Loyalty

Turn pitstop customers into long-term patrons

Ecommerce

Order management and SEO foundations made easy

Analytics

Uncover insights and make smarter business decisions daily

Data / CDP

Power your marketing and operational strategy with clean, reliable data

Apps

Retailer-owned and fully branded native and web mobile apps

Text Messaging

Automate fully personalized, intelligently timed text messages

Email

Emails that drive real revenue and form customer loyalty

Push Notifications

Capture attention with customer web & native app notifications

Voice Drop

Deliver memorable voice memos straight to your customers

Direct Mail

Intelligent mail printed and shipped via behavior triggers

Abandoned Cart

Recover abandoned customer carts and the associated revenue

AI in AIQ

Leverage AI to craft dreamlike customer comms and optimize shopping experiences

Contests & Lotteries

Sustain rapid growth by running unique contests

Winback Campaigns

Keep your customers engaged with our automated win back technology

Birthday Offers

Show your customers that you care by sending them some love on their birthday

By business type

Premium Support

Hands on help from our team of dedicated experts

Certified Partners

3rd party experts certified by Alpine IQ

Free support

LIVE System Status

Minute by minute system status and major downtime incident responses

Platform User Guides

Get started quickly and learn about each of our features

Video Demos

Demos of our features and latest releases

Integration Guides

Consolidate multi-market business units through clean data they can trust

Developer Docs

Build amazing apps on top of API’s built for regulation and privacy

AIQ Blog

Up to date news and quick tips/ tricks from your favorite Alpine experts

AIQ Academy

Exclusive courses designed to make you an Alpine IQ certified expert.