Important Nexla Help Center Update:
Nexla's Zendesk Help Center pages are being deprecated and will soon no longer be available.
Nexla Documentation is now the home for Nexla's User Guides, with improved formatting and categories that are easier to navigate, providing a better overall user experience.
Please update any bookmarks to the new Nexla Documentation site (docs.nexla.com/user-guides).
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After you've gone through the first steps of preparing your data to send, follow these instructions to send the data to Redshift.
1. Select RedShift as your destination.
2. Click Add A New Credential. Here, you will need to fill out the credential details such as name, host, port, username, password and database name. If you don’t have the credentials to connect, please contact your IT, devops, or data engineering team. Then click SAVE.
[Optional] Expand the Advanced Settings menu, enter the schema name and if SSH Tunnel is required for access then click the checkbox and enter the host link, port and username. Then click SAVE.
3. Select the appropriate table you wish to connect to. Click the grey arrows to expand tables. To select a table, hover over the table until the blue select button shows up and click select. After choosing the table, click GO TO 5.
[Optional] Click on Create new table to create a new table in the database and then click GO TO 5.
4. You can choose to insert or upsert the data. For upsert, choose an attribute to be the primary key by clicking on Primary key checkbox and you may click on the Allow column updates with nulls checkbox to allow upsert of records with null values.
Select attributes from the Linked Draft Attribute dropdown to link them to their corresponding columns in the database table. You may also click on SET TRACKER NAME checkbox and enter a name for the tracker. Then click CREATE.
[Optional] If you have created a new table then enter the table name. You can choose to insert or upsert the data. For upsert, you may click on the Allow column updates with nulls checkbox to allow upsert of records with null values.
Click Create new Column to add columns to the database table and enter column names. Select attributes from the Linked Draft Attribute dropdown to link them to their corresponding columns in the database table. Select the corresponding data types for the columns from the Type dropdown and choose an attribute to be the primary key by clicking on Primary key checkbox. You may also click on SET TRACKER NAME checkbox and enter a name for the tracker. Then click CREATE.
5. After creating, Nexla will redirect you to the Summary page. Here, you may click the ACTIVATE THIS FLOW button to start sending the dataset. You may also activate later if you'd like to start sending at a later time. You may also change the name of your data destination and the dataset by hovering over the name and editing. Add a description by hovering over the grey description text. Nexla will automatically save the changes.When you're finished, click DONE. You may also scroll to see specifics of your data flow.
*You must activate the flow in order for the data to start sending to your preferred destination.
Activate your data set at a different time
6. Navigate back to Datasets. From the drop down, select Transformed Datasets.
7. On the data set you wish to activate, click the three blue dots in the corner as indicated by the red circle. From the drop down, select Activate. Once the lightning bolt in the top right corner turns green, you're done! Your data set is now activated.
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