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Google Cloud Storage (GCS) connection setup guide

Updated

Crisp_and_Google_Cloud_Storage.png

You can connect Crisp with Google Cloud Storage (GCS), so you can sync your distributor and retailer data securely to the cloud and integrate that information with your own internal applications.
Note: To set up this connection, you need access to a GCS account and the name of the GCS bucket to which you want to connect your data.

 

Steps:

  1. Log into your Crisp account.

  2. From the main menu on the left side of the screen, select Connectors.

    main_menu_connectors.png

  3. Select the Add connector button.
    connector_setup_add.png
     

  4. Select the Data Destinations tab, then select the Google Cloud Storage connector tile. 

    GCS_001.png

  5. If you want, update the default name of the connector. If you're going to set up multiple data feeds to this destination, we recommend using something unique.
    GCS_002.png
  6. In the Bucket field, enter the name of the GCS bucket to which you want to connect your Crisp data. 
    Name_GCS_Connector_and_Bucket.png
  7. Choose an authentication method:  
    • Google OAuth: Use your Google account to authenticate via OAuth. This method is quick to set up and does not require changes in your Google Cloud IAM settings.
      To use this method, select the Sign in with Google button, then, when prompted, sign in with your Google account.
      Google_OAuth.png
    • Service Account: Authenticate using your service account key if you prefer managing access through IAM roles.
      To use this method complete the following steps: 
      1. Create or identify a service account in your Google Cloud project. For instructions, see Google Cloud Documentation > Create Service Accounts. 
      2. Grant that service account access to your GCS bucket by assigning it the Storage Object Admin (roles/storage.objectAdmin) role and the Storage Legacy Bucket Reader (roles/storage.legacyBucketReader) role. For instructions, see Google Cloud Documentation > Granting access to Cloud Storage buckets.
      3. Create a service account key. For instructions, see Google Cloud Documentation > Create a service account key. 

      4. Upload the service account key (JSON) file to Crisp. 

         Service_Account_Key.png

  8. Select an output format (e.g., CSV) and specify whether you want the files to be delivered compressed or not.

    GCS_Export_Format.png

  9. If you want, fill out the next three fields to further customize how you receive the data files.
    Note: The relative blob path cannot end in a slash (/) or the connection will fail. 
     
  10. In the Connector source data section, select the Select button.
    GCS_003.png
    The Select source data screen appears.

  11. Select the retailer for which you want to export data (e.g., UNFI), then choose which data tables and columns to include in the export. For detailed instructions on making your data feed selections, see Selecting Destination Data Sources.
     

    Hint: You can select the book icon to the right of a table name to see its documentation.
    Excel_Outbound_003.png

     

  12. To complete your selections, select the Accept button.

    Excel_Outbound_004.png
    The window closes and you return to the connector setup screen.

  13. If you want to include a column in your export that identifies which source connector the data came from, select the Include Source Connector Configuration ID option.

    Hint: This is useful if you have multiple connectors for the same retailer, such as one for U.S. sales and one for Canadian sales.

  14. Select the Save button.

    connector_setup_save.png
    The connection is saved. You can check the status of the connection by clicking the new Google Cloud Storage tile. 
     

A diagnostic checklist appears on the right side of the screen. Once all the items are complete, green check marks appear next to them and the connection is finalized.