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Set up Automatic Exports in Chargebee 

Automatic export configuration 

To enable the Automatic Export on your Chargebee site, follow these steps.

  1. Login to your Chargebee account.

  2. Navigate to Settings > Import & Export Data > Automatic Exports.
    Note: If this feature does not appear on your site, consider that your site is not currently compatible with it. Please refer to the prerequisites and limitations to know about the feature enablement criterias.

  3. Click + New Exports.

  4. Enter the Name of the export, choose the Destination, and click Next.

    • If you select the Destination as Amazon S3,

      1. Enter the Amazon S3 Bucket URI
      2. Enter the ARN.
      3. Select your AWS Region.
      4. Click Connect.

        Note: Complete these steps to get your S3 bucket URI, IAM Role ARN, and AWS region values. Copy and paste the value of Custom Trust Policy in the JSON editor as mentioned in step 4 during the IAM role creation in Amazon S3.
    • If you select the destination as Google Cloud,

      1. Enter the GCS Bucket URL.
      2. Upload the Service Account Credentials JSON file.

        Note: Complete these steps to get your GCS Bucket URL and Service Account Credentials JSON file.
  5. Click Connect, it will redirect you to the Export Configurations page where you can choose from the following configuration:

    Configuration

    Options

    Explanation

    Data Format

    Parquet (Default), JSON

    Parquet (Highly recommended): The default choice for efficient storage and fast querying. 

    JSON: Offers human-readability and wider compatibility.

    Compression Format

    Snappy (Default), gzip

    Snappy: Balances compression speed and ratio. 

    gzip: Widely supported.

    Export Frequency

    Daily

    Daily: Currently, only full exports are supported for daily frequency. Future releases will include weekly and monthly options.

    Preferred Export Time (UTC)

    03:00, 06:00, 09:00, 12:00 (Default), 15:00, 18:00, 21:00 UTC

    Choose a time that aligns with your workflow and minimizes impact on system resources.


    Data Encryption Notice: If you require data encryption, you may enable it using a public-private key mechanism. By default, if server-side encryption is enabled on your buckets, data transfer is secured via HTTPS, ensuring security in transit. However, if you choose to proceed with additional encryption, you will need to generate a key pair and share it as specified in our protocol.

  6. In the Dataset Preference screen, choose the datasets that you want to export as part of the schedule.

  7. Once Export Configurations and Dataset Preferences are selected, click Apply Changes.

  8. This completes the setup and redirects you to the Export Logs page, that you can use for tracking your export status. On this page, you can also modify your Configuration if required.

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