This integration allows for the automated import of standard flat files (.csv or .xlsx) from designated folders within AWS S3 buckets into Planhat. Users can schedule these imports to run at various frequencies, from every 5 minutes to weekly. Authorized Planhat users can connect their AWS S3 instance through the 'Integrate' tab, provided they have the necessary AWS S3 access permissions. This feature facilitates the seamless incorporation of CRM data (static) and metrics data (time-series) into the Planhat platform, enhancing data management and analysis capabilities.

Features & Benefits

• Scheduled Flat File Import: Automates the import of .csv or .xlsx files from S3 buckets.
• Configurable Frequency: Imports can be scheduled from every 5 minutes to weekly.
• Data Types Supported: Handles both static (CRM) and time-series (Metrics) data.
• Seamless Integration: Connects AWS S3 directly to Planhat for efficient data flow.