With your business growing, the need to analyze data from multiple sources becomes more critical. It helps you answer questions, such as what is your ROI by customer, or project? Are your customer support initiatives improving your customer lifetime value (CLV)? Often, these are questions that you cannot answer by analyzing data from a single source.
- Share work management data with other BI external sources (e.g. Salesforce.com)
- Keep historical data-snapshots and perform trend analysis
- Perform complex queries and in-depth analysis
- Use the reporting tool of your choice
Supported export types
Clarizen supports export of data to:
- Amazon Redshift
- Amazon S3 (as a flat file, e.g. CSV, JSON)
Flat files must first be saved to Amazon S3, then downloaded locally if needed.
- Box (as a flat file, e.g. CSV, JSON)
A Box account is required before you can configure the export functionality.
In Clarizen, you can schedule data export on a regular interval of all entities of your choice that are exposed by the API.
Before You Begin
In order to configure Data Export and create/update new tables, you will need the following permissions for these three applications:
|Application||Permissions / Policy|
GRANT ALL ON SCHEMA YOURSCHEMA TO USERNAME
GRANT ALL ON ALL TABLES IN SCHEMA YOURSCHEMA TO USERNAME
GRANT CREATE ON DATABASE YOURSCHEMA TO USERNAME
Setting up Data Export
To configure data export, do the following:
- Log into Clarizen as an administrator.
- Go to Settings > Extensions and scroll down to the Connected Web Apps section.
- Navigate to DWH Export, click Open. The DWH Export window opens.
- Enable the toggle button for the entities for data you wish to export. For example, Cases.
- Enable the toggle button for the links for data you wish to export.
- From the Database Type dropdown list, select where you want to export the data to.
- Enter a target schema name, such as Clarizen.
- Enter the host, port number, and credentials for your target database account.
- Click Test Database Connection.
Note: Clarizen recommends performing this test to ensure successful export to your selected database. If the connection fails, make sure you’ve entered your database information correctly and try again.
- Select a storage type.
- Enter a bucket name where the data to be stored.
- Enter a prefix if you want to store files extracted from Clarizen in a subfolder within the Bucket.
- Select the file type.
- Select the Delete files after loading into the database checkbox if you wish to delete the data from Amazon S3 once the export is complete.
- Select the region where the files will be uploaded to.
- Enter the AWS Access Key.
- Enter the AWS Secret Access Key.
- Click Test Cloud Storage Connection.
Note: Clarizen recommends performing this test to ensure successful export to your selected cloud storage system. If the connection fails, make sure you’ve entered your account information correctly and try again.
- Select the frequency of the export.
- Choose whether you wish to be notified whenever a data warehouse export is completed.
- Select or enter the email where you’d like to receive the notifications.
- At the bottom of the page, click Save to save your settings.
Note: You can click Test the Service to check if your configuration is correct. Otherwise, you can wait for the scheduled service to run.