User Guide

Step 1 - Connect your S3 bucket

Navigate to the integration:

• Go to Settings → Integrations → S3
• Click Connect

Step 2 - Enter your bucket details:

• Provide your Bucket Name and AWS Region.
• Factori does not require access keys or secret tokens.
• Authentication is handled securely through IAM Role Assumption.

Step 3 - Configure IAM Access

• If you have already created a Factori CloudFormation stack, enter the generated Role ARN.

• If not, click Continue to AWS

  - This opens a pre-filled AWS CloudFormation template.
  - Complete the stack creation process.
  - After deployment, navigate to the Outputs tab.
  - Copy the generated Role ARN and paste it into Factori.
  

  

Step 4 - Enrich Data from S3

1. Open the Enrichment Module

   • Navigate to Lists → Enrich → S3

     

2. Select a File

   • Browse and select the CSV file you want to enrich.
   • Use the built-in Bucket Explorer to view available CSV files in your connected bucket.
   • Requirements:
     - Maximum file size: 500 MB
     - Supported format: .csv only

3. Map Your Fields
   • Match your CSV column headers to the corresponding Factori fields.
   • Map as many fields as possible to improve matching accuracy and enrichment quality.

4. Name Your List - Enter a name for your list and click Next.

   

5. Run enrichment

   • Review the estimated credit usage

   • Click Enrich All to start the enrichment process

6. Review and Export Results
   • Once enrichment is complete, your list will contain additional Factori data.
   • Customize your view by selecting from 60+ available attributes.
   • Download the enriched data as a CSV file if needed.

Step 5 - Export Back to S3

• Choose your destination:

-Use the Bucket Explorer to select a specific destination folder
-Or skip folder selection and export directly to the root of the bucket

What to expect:

• The exported file includes a timestamp
• It will be visible in the selected destination within your bucket shortly after export