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Amazon Redshift connection

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The Amazon Redshift connection allows you to import data from and export profile data to Amazon Redshift. Use this connection to enrich BlueConic profiles with warehouse data or activate profile data in Redshift for analytics and downstream processing.


This connection supports:

  • Profile imports (table-based or SQL query)

  • Order and event imports

  • Group imports

  • Profile exports with sync, replace, and append modes

Connection details

  • Goal types: Import and export

  • Frequency: Batch (scheduled or manual)


Before you begin

Make sure you have the following:

  • Access to an Amazon Redshift cluster or Redshift Serverless workgroup

  • A host, port, and database name

  • A valid username and password

  • Network access that allows external connections from BlueConic to Redshift

For export goals, also prepare:

  • An Amazon S3 bucket in the same region

  • An access key ID and secret access key with permissions to write to the bucket


Create an Amazon Redshift connection

  1. Click Connections > Add Connection.

  2. Select the Amazon Redshift connection from the popup window.

  3. Enter the name and metadata details for the connection.

  4. Click Save.


Authenticate

  1. Enter your Amazon Redshift credentials:

    • Host: Your Redshift endpoint

    • Port: Default is 5439

    • Database: The database name

    • Username and Password

  2. (Optional) Configure S3 staging for export goals:

    • Access key ID

    • Secret access key

    • Region

    • Bucket

    Redshift uses Amazon S3 as a staging layer for bulk export operations.

  3. Click Save.


Configure the import

Generate the import goal

  1. Select the Import data into BlueConic goal.

  2. (Optional) Edit the name to describe your import. Click away and the name will update.

1. Choose data selection method

  1. Choose how you want to select data from Amazon Redshift:

  • Table selection (basic)

  • SQL query (advanced)

Selecting SQL query (advanced) reveals a SQL editor where you define the dataset to import.

2. Select Amazon Redshift data to import

  1. Select the Redshift schema and table to import data from.

3. (Optional) Process your data before the import

  1. Add one or more data processors to transform, filter, or manipulate data. Data processors can standardize values, filter rows, or enrich fields before import.

4. Link identifiers between Amazon Redshift and BlueConic

  1. Click Add Mapping to link Redshift data to BlueConic profiles by linking the identifiers from both systems.

Note: If no match is found, data is not imported unless Allow creation of new profiles is enabled.


5. Map Amazon Redshift data to BlueConic profile properties

  1. Click Add Mapping to map Redshift fields to the corresponding BlueConic profile properties.


6. (Optional) Import events to the BlueConic Timeline

  1. Click Add Mapping to map Redshift fields to Timeline event properties, for example:

  • Order number → Event ID

  • Ordered date → Event date/time

  • Additional fields → event properties


Configure export goals

1. Select a BlueConic segment to export profile data from

  1. Select a BlueConic segment. Only data of profiles in this segment will be exported to Redshift.

2. Select a location for the export

  1. Select the location within Amazon Redshift to which you want to export profile data.

3. Export mode

  1. Select how data is written to Redshift:

    • Sync (incremental with cleanup)

    • Replace table (full reload each run)

    • Append (incremental without cleanup)

4. (Optional) Transform or filter your data before the export

  1. Add data processors to transform or filter data before export.

5. Map BlueConic profile data to Amazon Redshift

  1. Click Add Mapping to map the BlueConic profile properties to be exported to the corresponding Redshift columns. First define matching keys for the MERGE operation, then add data mappings.


Run the connection

Activate the goal

  1. Check the goal you want to activate. We recommend testing import and export goals separately.

  2. The green arrow indicates the active direction for the connection.

Run Manually

To run the connection:

  1. Turn the connection On.

  2. Click Save.

  3. On the Set up and run page, scroll to the Run history section.

  4. Click Run now to run all activated goals in the connection manually.

  5. The run appears at the top of the table.

Run on a Schedule

  1. Click the Settings icon.

  2. Choose an option from the drop-down list to configure by:

    • Number of times per day

    • Days of the week

    • Days of the month

    • Weekday of the month

  3. Select the time of day if required.

  4. Click OK.

  5. Click Save.


Next steps

  • Use segmentation to control exported profiles

  • Create and activate as many import and export goals as needed within this connection.

  • Add this connection an Objective (as needed), allowing for privacy management of the information that is being picked up.

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