Enable an S3 Export for Your Dialer Organization
If your organization or campaign has a data team and an AWS account, you can enable the Scale to Win Dialer to automatically export all of your organization’s calling data to an AWS S3 bucket on a nightly basis.
Any Organization Owner for your dialer organization can set up this configuration. To do so, as shown below, they should 1) click on the circular, human-shaped icon in the top right corner of your dialer admin interface, 2) select the “Organization Settings” option from the menu, and then 3) click the “Data Exports” tab on the left side of the interface.
The “S3 Export” feature found in the “Data Exports” tab of the “Organization Settings” menu in your dialer admin interface.
The Scale to Win Dialer can export your data to AWS S3 nightly. From there, your organization’s data team can import the data into Amazon Redshift, other data warehouses, or query it directly using Amazon Athena.
Important Notes Before Using the S3 Export
You’ll need to have an AWS account and create an S3 bucket to use this feature.
Once you’ve enabled this feature for your dialer organization, the Scale to Win Dialer will dump a set of CSVs into your S3 bucket nightly, between midnight and 2AM UTC. These CSVs will have your data from all time – they’re not incremental. Each night’s export will replace the previous night’s CSV.
The Scale to Win Dialer simply delivers this data to S3. It’s up to you and your data team what to do with the data once it’s there. You’ll be responsible for loading it into Redshift, Postgres, or whatever your final data destination is.
There are two syncs that we offer with S3: An incremental sync (which includes data from the previous 7 days) and a full sync, which caps at 1 million rows per table.
What Data Is Contained in the S3 Export
These exports contain most of the data from your Scale to Win Dialer’s database, other than some internal fields and tables.
Scale to Win omits some tables and fields that are still under active development to avoid having to introduce breaking schema changes for features that are still under development.
Once a table or column is included, we’ll do our best to support that indefinitely.
We’ll mark tables and columns as deprecated if they’re slated to be discontinued in the future, but will continue to provide the data in the current format for as long as possible.
New columns and tables may be added at any time. New columns will be added to the end of the tables, so you should make sure any data loading you’re doing from the CSVs is able to handle additional columns being added at the end.
Scale to Win won’t reorder, rename, or delete columns. If we do have to discontinue a column, we’ll leave it in the CSV but with empty values to avoid breaking any syncs that rely on it. You should also make sure that your syncs can handle empty values in any column.
Steps to Prepare to Enable Your S3 Export
Create an S3 bucket in your AWS account. You can also use an existing bucket. (The Scale to Win Dialer will allow you to specify a prefix for the CSV filenames, so you can, for example, have multiple Scale to Win Dialer accounts exporting to the same S3 bucket with different prefixes.)
Create an AWS IAM user. This IAM user will need read and write permission to the S3 bucket you created.
Create an AWS access key for that IAM user.
Have your S3 bucket name, S3 object prefix (if you need one), IAM user’s access key ID, and IAM user’s secret access key handy.
Steps to Enable Your S3 Export
Have an Organization Owner navigate to the “Data Exports” tab within your dialer’s “Organization Settings” menu.
The “Data Exports” tab within your dialer organization’s “Organization Settings” menu.
Click “Configure” in the “S3 Export” section.
The “Configure” button in the “S3 Export” section of the Data Exports page.
Fill out the form. In the “S3 Bucket” field, you should enter just the name of your S3 bucket (don’t add s3:// or arn:aws:s3::: to the beginning). When you’re finished filling out the form, hit “Save.” Scale to Win will then run a series of checks to make sure that you’ve set up the correct IAM permissions.
The “Configure S3 Export” form to fill out and then hit “Save.”
Wait for the nightly export run. The next day, check back on the Data Exports page and you should see a message indicating that the export ran correctly.
The Scale to Win Dialer’s Data Dictionary
Now that you have S3 export enabled, you can learn more about the data schema from the Scale to Win Dialer’s Data Dictionary.
You can find the Data Dictionary linked in the “S3 Export” section of the Data Exports tab of your dialer admin interface.
The link to the “Data Dictionary,” found in the “S3 Export” section of the “Data Exports” tab of your dialer admin interface.
A preview of the Scale to Win Dialer’s “Data Dictionary.”