Add AWS S3 Account

Add an AWS S3 storage account to PlaidCloud for importing and exporting data files using Amazon cloud object storage.

AWS S3 Setup

These steps need to be completed within the AWS console.

  1. Sign into or create an Amazon Web Services (AWS) account
  2. Go to All services > Storage > S3 in the console
  3. Create a default or test bucket. Note the bucket name and region (e.g. us-east-1).
  4. Go to All Services > Security Identity & Compliance > IAM > Users in the console
  5. Select the Create User button
  6. When prompted, enter a username and select Access Key - Programmatic access only. Select the Next: Permissions button.
  7. Select the option box called Attach existing policies directly
  8. In the filter search box type s3. When the list filters down to S3 related items select AmazonS3FullAccess by checking the box to the left. Select the Next: Tags button.
  9. Skip this step by selecting the Next: Review button
  10. Review the User settings and select Create user
  11. Capture the keys generated for the user by downloading the CSV or copy/pasting the keys somewhere for use later. You will not be able to retrieve this key again so keep track of it. If you need to regenerate a key simply go back to step 5 above.

You should now have everything you need to add your S3 account to PlaidCloud Document.

PlaidCloud Document Setup

  1. Sign into PlaidCloud
  2. Select the workspace that the new Document account will reside
  3. Go to Document > Manage Accounts
  4. Select the + New Account button
  5. Select Amazon S3 as the Service Type
  6. Fill in a name and description
  7. Enter the bucket name and optional path prefix into the Start Path field (e.g. my-bucket or my-bucket/data). The first path segment is the bucket name.
  8. Select an appropriate Security Model for your use case. Leave it Private if unsure.
  9. Paste the Access Key created in step 11 above into the Access Key ID field under Auth Credentials
  10. Paste the Secret Key created in step 11 above into the Secret Access Key field under Auth Credentials
  11. Enter the Region for your bucket (e.g. us-east-1, eu-west-1). If left blank, defaults to us-east-2.
  12. Select the Save button and your new Document account is live