When should we use S3 file exchange?
Last updated: June 21, 2026
Short answer
Use S3 file exchange when the customer wants to send data as files and receive enriched results back as files. It works well for warehouse, Snowflake, CRM export, CDP, or internal database workflows.
This path is useful when direct CRM access is not available or results need batch review before loading.
Best fit
- Input data comes from a warehouse or export.
- The customer wants file-based review.
- Direct CRM access is not preferred.
- Results will be loaded downstream by the customer.
What to send support
- Input file format.
- Unique record ID.
- Expected output fields.
- Bucket/access requirements.
- Refresh cadence.