Documentation Index
Fetch the complete documentation index at: https://help.statisfy.com/llms.txt
Use this file to discover all available pages before exploring further.
Connect Redshift with Statisfy
The Redshift integration lets you import data from your Amazon Redshift cluster into Statisfy. Sync product usage metrics, account-level custom fields, and custom objects from the same warehouse you use for analytics. Redshift is PostgreSQL wire-compatible, so the connection model and configuration UX mirror the PostgreSQL integration — the differences are around schema introspection and the SQL dialect Statisfy uses to validate your queries. Prerequisites:- Admin access to Statisfy
- A Redshift cluster reachable from Statisfy’s egress IPs (see Network Access below)
- A Redshift database user with
SELECTaccess on the schemas/tables you want to sync
What You Can Import
| Data Type | Description | Use Case |
|---|---|---|
| Product Usage | Usage metrics and adoption data | Track MAU, API calls, feature usage |
| Custom Fields | Account-level attributes | Sync industry, segment, scores from BI |
| Custom Objects | Domain-specific records | Sync subscriptions, orders, deployments |
Steps to Connect
- Log in to Statisfy.
- Navigate to: Integrations → Admin Apps → Redshift → Connect
-
Enter your Redshift credentials:
- Host — Cluster endpoint (e.g.,
my-cluster.abc123.us-east-1.redshift.amazonaws.com) - Port — Default
5439 - Database — Target database name
- Username — Service account username
- Password — Service account password
- Host — Cluster endpoint (e.g.,
- Click Test Connection to confirm Statisfy can reach the cluster and authenticate.
- Once connected, Redshift will appear as Connected on the Integrations page.
Configure Queries
Redshift uses the same self-serve configuration UI as the other warehouse integrations. Open Integrations → Redshift → Settings to:- Browse schemas and tables in your cluster
- Author queries with autocomplete and a preview pane
- Map results to Statisfy entities — accounts (via Statisfy account ID, CRM ID, organization ID, email domain, account name, or any custom field), product usage metrics, custom fields, or custom objects
- Set the schedule — daily, weekly, or monthly cadence with an optional week-start-day override
| Query Type | Output |
|---|---|
product_usage | Time-series metrics per account |
custom_field | Account-level attribute values |
custom_object | Records of a custom object type |
Account Matching
Each query specifies how its rows map to Statisfy accounts via an account resolver:| Resolver | Description |
|---|---|
| Statisfy Account ID | Native Statisfy account identifier |
| CRM Account ID | Salesforce or HubSpot account identifier |
| Organization ID | External org identifier |
| Email Domain | Company website domain |
| Account Name | Company name (fuzzy matching) |
| Custom Field | Any custom field defined on accounts |
Sync Behavior
Scheduled Jobs:- Each query runs on the cadence you configure (daily / weekly / monthly).
- Self-serve configuration is read first; if no self-serve config is found for a query type, Statisfy falls back to any hardcoded mapping previously set up by support.
- Per-query errors are logged but do not block other queries from running.
- Invalid rows within a query are skipped and reported in the job audit log.
Network Access
If your Redshift cluster is in a private VPC or has IP allowlisting enabled, allow Statisfy’s egress IPs:Security
- Credentials are stored encrypted in Google Cloud Secret Manager.
- All connections use SSL.
- Queries authored in the Settings page are validated and parameterized — they cannot mutate your warehouse.
- Access is scoped to the database user you provide — grant
SELECTonly on the schemas you want Statisfy to read.
Troubleshooting
Connection test fails
Connection test fails
Check network access:
- Verify the cluster is reachable from the Statisfy egress IPs above
- Confirm the security group allows inbound traffic on the Redshift port (default
5439)
- Verify host, port, database, username, and password
- Confirm the user has
CONNECTprivilege on the database
Schema or tables not visible in the browser
Schema or tables not visible in the browser
- Confirm the database user has
USAGEon the schema andSELECTon the tables - System schemas (
pg_catalog,information_schema,pg_toast,pg_internal) are intentionally hidden
Query validation errors
Query validation errors
- Statisfy validates queries against the Redshift dialect before saving — Postgres-specific syntax that Redshift doesn’t support will be flagged
- Check the validation error for the offending function or syntax and adjust to a Redshift-supported equivalent
Records not matching to accounts
Records not matching to accounts
- Verify the resolver column contains values that exist in Statisfy
- For CRM ID resolvers, confirm your CRM integration has synced the matching accounts
- Try a different resolver (for example, switch from account name to email domain) if matching is unreliable