Azure Blob Storage + Smart Ingest

Smart Ingest can pull data from Azure Blob Storage to sync with Iterable. This integration allows you to sync data from CSV or JSON files stored in Azure Blob Storage or self-hosted storage via Azure Blob Storage.

# In this article

# Connection requirements

To connect Smart Ingest to Azure Blob Storage, have your Azure administrator create an Azure app registration and grant access to Blob Storage. They should also allow Smart Ingest IPs in your Azure account.

You need the following information from your Azure administrator:

• Application (Client) ID - This is the Azure Active Directory application ID.
• Directory (Tenant) ID - This is the Azure Active Directory tenant ID.
• Client Secret - A secret access code for the Azure application. Make sure to store this securely.
• Blob Storage Account name - The name of your Blob Storage account.
• Container Name - The name of the container in your Blob Storage account.

# Data import file requirements

Smart Ingest can import CSV and JSON files from Azure Blob Storage. Make sure your files meet certain requirements, including:

• Formatting requirements for the supported file type (CSV or JSON). To learn about file requirements for Smart Ingest, read Smart Ingest Data Models Overview.
• Field requirements that vary depending on the sync type you're setting up. To learn about the fields required for your sync, read the Smart Ingest sync guide for the sync type you're setting up.

# Connecting Azure Blob Storage to Smart Ingest

# Step 1: Create an Azure app registration for the Smart Ingest integration

First, create an app registration in Azure Active Directory for a Smart Ingest integration user.

1. In the Azure Portal, go to Azure Active Directory.

2. Locate and click Manage > App Registrations in the left-hand menu.

3. Create a new app registration by selecting + New Registration.

4. Enter app registration details:

   • Name - For display in Azure. For example, "Smart-Ingest-integration-user".

   • Supported Account Type - select Accounts in this organizational directory only (Default Directory only - Single tenant).

   • You don't need a redirect URI for Smart Ingest storage integration.

5. Click Register when done.

6. Go to the App Overview in the left-hand menu.

7. Copy and save the Application (Client) ID and Directory (Tenant) ID.

# Step 2: Create a client secret

Next, create an app secret for this account:

1. From the app registration screen in Azure, go to Manage > Certificates & Secrets in the left-hand menu.

2. In the Client Secrets tab, click New Client Secret.

3. Enter a Description and Expires time frame.

   NOTE

   Make sure to select a sufficient expiration period. If this credential expires, Smart Ingest can't access your Azure Blob Storage.

4. Click Add to create the secret.

5. Copy and store the secret Value, (not the Secret ID), after you create it. You won't be able to read the value again later.

# Step 3: Grant access to Blob Storage

To grant access to Blob Storage, you need to assign a role to the Smart Ingest integration user.

1. In the Azure Portal, go to your storage account, and then to the Blob Storage container you want to connect to Smart Ingest. If you don't have a container, create one.

2. In the configuration for your Blob Storage container, go to Access Control (IAM) in the left-hand menu.

3. Select + Add then Add Role Assignment.

4. Select the role you want to grant to the Smart Ingest integration. The role should provide read access to the files you want to import to Iterable.

   Consult your Active Directory administrator for the appropriate role to assign.

5. Once you've selected the role, click Next to assign Members to the role.

6. Keep User, Group, or Service Principal as the access assignment.

7. Click + Select Members, find the Smart Ingest integration user you created during app registration.

8. Click Review + Assign to confirm.

The Smart Ingest user should now have access to your Azure Blob Storage.

# Step 4: Connect Azure Blob Storage to Smart Ingest

Once you've created an Azure app registration and secret, and granted access to Blob Storage, you can connect in Iterable.

To connect Smart Ingest with Azure Blob Storage:

1. Log in to Iterable as a user with the Manage Integrations project permission and open the project you’re working on.

2. Go to Integrations > Smart Ingest.

3. Click Connect a New Source.

4. Select Azure Blob and click Continue.

5. In Step 1, select existing Azure credentials or click + New Credentials to create new ones.

6. Enter your Azure connection details:

   • Display Name
   • Tenant ID
   • Client ID
   • Client Secret

7. Click Create

8. In Step 2, enter your Azure Blob Storage container details:

   • Account Name
   • Container name

9. Click Continue. Smart Ingest automatically tests the connection.

10. When the connection test is successful, click Continue.

    If there are problems connecting, first try again. If you still can't connect, review the error message and adjust the connection details as needed.

11. Add a name for your data source to display in Iterable.

12. Click Finish.

# Next steps

You've now connected your data warehouse to Smart Ingest. The next thing you can do is create a sync.