Amazon S3

Amazon S3 allows customers to bring in metrics, solutions and insights easily into the platform.

Getting Started

1. Identify your integration needs

Which tools contain the solutions, insights, or metrics you want to visualize in customer journeys? Common candidates:

• Project management: Jira, Asana, Monday.com, Airtable, Linear, ClickUp

• Research tools: Dovetail, UserTesting, Optimal Workshop

• Analytics: Google Analytics, Adobe Analytics, Mixpanel, custom BI tools

• Internal systems: Custom ticketing, proprietary CRM, homegrown platforms

2. What You Can Import

Solutions

Bring your initiatives, features, projects, and improvements from any delivery tool into TheyDo.

Required fields:

• Unique identifier

• Title

Optional fields (recommended for maximum value):

• Description (supports Markdown)

• External links (direct links back to your project management tool)

• Status (In Progress, Completed, Planned)

• Tags and categories

• Solution type

• Priority level

• Team or group assignment

The power: When solutions are imported with these details, you can filter, sort, and report on your entire portfolio of customer ex

perience improvements—regardless of which tools teams use to execute them.

Insights

Connect research findings from any platform to build a comprehensive view of the voice of the customer.

Required fields:

• Unique identifier

• Title

Optional fields:

• Description (supports Markdown)

• Empathy score

• External source links

• Insight type and status

• Tags and categorization

• Weight and priority

The power: Consolidate insights from multiple research tools, support tickets, feedback platforms, and even manual research into one organized view that everyone can access.

Metrics

Bring performance data from any analytics platform to show how customer experience drives business results.

Supported metric types:

• Customer Effort Score (CES)

• Customer Satisfaction (CSAT)

• Net Promoter Score (NPS)

• Custom metrics with flexible aggregation

The power: Track how changes in the customer journey impact your KPIs over time, with data flowing automatically from your analytics stack.

3. Discuss with your TheyDo team

We'll help you understand:

• Which data types are most valuable for your use case

• Technical requirements and setup process

• Security and compliance considerations

• Timeline and implementation support

4. Set up your S3 integration

We provide:

• Dedicated S3 bucket configuration

• Secure IAM role setup (preferred) or static credentials (if required)

• Complete JSON schema documentation

• Open-source CLI tool for validation and upload

• Example files and data mapping templates

5. Build your export process

Options range from simple to sophisticated:

• Manual exports: Export from your tool, upload to S3

• Scheduled scripts: Automate exports on a regular cadence

• API integrations: Build automated sync between systems

• CI/CD pipelines: Integrate into existing automation workflows

6. Go live and iterate

Once data flows into TheyDo, you'll see your solutions connected to customer journeys. From there, you can:

• Refine which data points are most valuable

• Adjust update frequency

• Expand to additional tools and data sources

• Train teams on using the connected view

Security & Compliance

Enterprise-grade security

TheyDo uses a dedicated AWS account exclusively for external integrations, completely isolated from production systems. Each customer receives a unique IAM role with permissions scoped only to their designated S3 prefix.

Your choice of authentication

• IAM Role (recommended): Zero credential management, temporary credentials, automatic expiration, full audit trails via CloudTrail

• Static credentials: Available when compliance requirements mandate (requires periodic rotation)

Complete data control

You maintain control of:

• What data you export

• How frequently updates occur

• Which fields are included

• Data retention policies

We handle:

• Infrastructure and security setup

• Data validation against schemas

• Error reporting and monitoring

• Compliance with GDPR, SOC2, and enterprise requirements

Common Questions

Q: Can we connect multiple tools at once?
A: Yes. Many customers import solutions from multiple delivery tools, insights from several research platforms, and metrics from various analytics systems. Each data source is independent.

Q: Will this replace our current project management tool?
A: No. Your existing tools remain your team’s source of truth for execution. TheyDo acts as the strategic layer showing how that work connects to customer journeys and business outcomes.

Q: How often does data sync?
A: You control the frequency. Choose from manual updates, scheduled daily/weekly/monthly syncs, real-time updates via automation, or event-driven syncs when specific changes occur.

Q: What if our tool doesn’t export to JSON?
A: Most modern tools support JSON export natively or via API. If not, you can use API extraction, export to CSV and convert to JSON, set up custom middleware, or explore alternative integration options with our team.

Q: Does this work with on-premise tools?
A: Yes. As long as your on-premise system can export data and you can upload files to S3 (directly or through a proxy), the integration will work — including Jira On-Premise.

Q: What’s the implementation timeline?
A: It depends on complexity: simple setups take 1–2 weeks, standard implementations 4–6 weeks, and complex enterprise setups 8–12 weeks.

Q: Who on our team needs to be involved?
A: Typically Customer Success/CX teams (to define valuable data), IT/Engineering (to set up S3 and exports), tool admins (to configure exports), and the TheyDo team (for setup and support).

Q: What if we need help with data mapping?
A: We provide schema documentation, data mapping templates, implementation consultations, and validation tools to test exports before going live.