An integration enables you to configure how you connect to cloud storage services, such as AWS S3. 

To Integrate with Amazon AWS S3:

  1.  Select New integration from the menu.
The New integration dropdown menu with Import/Export, Process and PlanIQ as the choices.
  1. Select either  Import/Export or Process from the dropdown. 
  2. Complete the dialog entries:
    • Enter the Integration name. Use a unique name of up to 60 characters that starts and ends with a letter or number. Letters used must be in the Latin alphabet . You can include spaces, hyphens (-), and underscores (_), but no other special characters.
    • Select the Connection from the dropdown.
    • Select the Workspace from the dropdown.
    • Select the Model from the dropdown.
    • Select Action Type: Import or Export.
    • Select the Action from the dropdown.
    • Select the Data target from the dropdown (example for Export)
    • Select the


       checkbox Make this available on User Experience action cards
      if you want colleagues to be able to access this integration on a card.
    • Select the


       checkbox Overwrite data target file if you want to overwrite the target file with fresh data.
      Note: without overwrite selected, an export creates a new file with your export name and adds a date stamp. Example: Employee_RosterExport_April012023_094555.csv
  3. Select Save to accept and store the integration.