Data Dictionary
Start typing to search…

AWS S3 Setup and Configuration

Bucket and Permissions Setup

To sync data from Triple Whale to AWS S3, you must create an S3 bucket, configure an IAM user, and grant the necessary permissions. This guide walks you through the setup process to ensure a seamless connection.

Step 1: Create an S3 Bucket

  1. Open the AWS Console and navigate to S3.
  2. Click Create bucket.
  3. Enter a Bucket Name (e.g., triplewhale-data), and configure additional settings as needed. Learn more about creating S3 buckets.
  4. Click Create bucket to finalize.

Step 2: Create an IAM User

  1. Open the AWS Console and navigate to IAM.
  2. In the left-hand menu, click Users.
  3. Click Create user.
  4. Enter a User name (e.g., triplewhale-s3-user).
  5. Click Next to proceed.

Step 3: Create a Custom IAM Policy

  1. On the Permissions page, click Attach policies directly and then Create policy.

  2. Select the JSON tab and replace the content with the following, updating <your-bucket-name>:

    {
  "Version": "2012-10-17",
  "Statement": [
    {
      "Sid": "VisualEditor0",
      "Effect": "Allow",
      "Action": ["s3:PutObject", "s3:GetObject", "s3:ListBucket"],
      "Resource": [
        "arn:aws:s3:::<your-bucket-name>",
        "arn:aws:s3:::<your-bucket-name>/*"
      ]
    }
  ]
}

  3. Click Next, enter a Policy name (e.g., TripleWhaleS3Policy), and click Create policy.

Step 4: Attach the Policy to the IAM User

  1. Return to the IAM User creation page.
  2. Click the Refresh button next to the policy list.
  3. Search for the newly created policy (e.g., TripleWhaleS3Policy) and select its checkbox.
  4. Click Next and then Create user.

Step 5: Generate and Download Access Keys

  1. Go to IAM → Users.
  2. Click on the newly created user (e.g., triplewhale-s3-user).
  3. Navigate to the Security credentials tab.
  4. Scroll to the Access keys section and click Create access key.
  5. Select Third-party service as the use case.
  6. Confirm and click Create.
  7. Click Download .csv file to save the credentials securely.

Step 6: Identify the AWS Region

  1. Look at the AWS Console URL (e.g., https://<region>.console.aws.amazon.com).
  2. The <region> in the URL indicates your AWS region (e.g., us-east-1, eu-west-1).

Connecting to Triple Whale

Once you’ve set up your S3 bucket and IAM user, connect it to Triple Whale:

  1. Go to your Triple Whale Integration page.

  2. Click Connect on the AWS S3 integration.

    Connecting AWS S3 to Triple Whale.


  3. Enter the following details:

    • Region: Found in Step 6.
    • Bucket Name: Enter the bucket name created in Step 1 (e.g., triplewhale-data).
    • AWS Access Key ID: Found in the .csv file from Step 5.
    • AWS Secret Access Key: Found in the .csv file from Step 5.

  4. Click Save.

Troubleshooting

📘

Common Errors and Fixes

  • "Access Denied": Ensure the IAM user has the correct permissions. Go to IAM > Policies and verify that the TripleWhaleS3Policy is assigned.
  • "Bucket Not Found": Confirm that the correct bucket name was entered in the integration settings.
  • "Invalid Credentials": Check that you are using the correct AWS Access Key ID and AWS Secret Access Key from the downloaded .csv file.