Veeva - Amazon AppFlow

Veeva

The following are the requirements and connection instructions for using Veeva with Amazon AppFlow.

Note

You can use Veeva as a source only.

Requirements

  • You must provide Amazon AppFlow with your user name, password, and Veeva instance name.

  • Your user account must have API access. For more information, see API access permissions in the Veeva documentation.

Connection instructions

To connect to Veeva while creating a flow

  1. Open the Amazon AppFlow console at https://console.aws.amazon.com/appflow/.

  2. Choose Create flow.

  3. For Flow details, enter a name and description for the flow.

  4. (Optional) To use a customer managed CMK instead of the default AWS managed CMK, choose Data encryption, Customize encryption settings and then choose an existing CMK or create a new one.

  5. (Optional) To add a tag, choose Tags, Add tag and then enter the key name and value.

  6. Choose Next.

  7. Choose Veeva from the Source name dropdown list.

  8. Choose Connect to open the Connect to Veeva dialog box.

    1. Under User name, enter the user name you use to log into Veeva.

    2. Under Password, enter your secret key.

    3. Under Instance name, enter the name of your Veeva instance.

    4. Under Data encryption, enter your AWS KMS key.

    5. Under Connection name, specify a name for your connection.

    6. Choose Connect.

Now that you are connected to your Veeva account, you can continue with the flow creation steps as described in Getting started with Amazon AppFlow.

Tip

If you aren’t connected successfully, ensure that you have followed the instructions in the Requirements section above.

Extract Veeva VAULT documents with Amazon AppFlow

You can use Amazon AppFlow to extract documents from Veeva VAULT. Follow the steps below to configure a flow to extract documents.

Step 1: Create a flow

  1. Open the Amazon AppFlow console at https://console.aws.amazon.com/appflow/.

  2. Choose Create flow.

  3. For Flow details, enter a name and description for the flow.

  4. (Optional) To use a customer managed CMK instead of the default AWS managed CMK, choose Data encryption, Customize encryption settings and then choose an existing CMK or create a new one.

  5. (Optional) To add a tag, choose Tags, Add tag and then enter the key name and value.

  6. Choose Next.

Step 2: Configure the flow

  1. Choose Veeva VAULT from the Source name dropdown list.

  2. Choose a Veeva VAULT connection from already existing connections or create a new connection.

  3. Choose Veeva VAULT documents from the radio options.

  4. Choose a Veeva VAULT document type from the dropdown.

  5. Choose Document metadata and source files option to extract source files along with associated metadata. Choose Metadata only option to only download Metadata. By default Metadata only is selected.

  6. If you select Document metadata and source files.

    1. Choose versions of the document you want to extract, By default only latest version of document is extracted, You can select all versions to be extracted.

    2. Choose Renditions options if required, By default Renditions are not included.

  7. Choose a destination from drop down menu.

    Note

    Currently Amazon AppFlow only supports Amazon S3 as a destination for document extraction.

  8. Choose a Bucket Name and Bucket Prefix.

  9. Select a trigger to run flow. You can select Run on demand or Run on Scheduleto run the flow. If you choose a scheduled trigger,you can run flows at a maximum frequency of one flow run per hour.

  10. Choose Next.

Step 3: Map data fields

  1. You can choose a mapping method either to Manually map the fields or Upload .csv file with mapped fields to map fields from source to destination.

  2. If you choose to Manually map the fields choose the fields from drop down list.

  3. Options like Add formula, Modify Values and Validations are not supported for Veeva VAULT document extraction.

  4. Choose Next.

Step 4 (Optional): Add filters

Specify a filter to determine which records to transfer. Amazon AppFlow enables you to filter data fields by adding multiple filters and by adding criteria to a filter. If you want to filter the documents by Document subtype or Document Classification you can add the appropriate filters here.

  1. Based on the selected field names choose appropriate filter condition.

  2. Choose Next.

Step 5: Review and create

  • Review the information for your flow. To change the information for a step, choose Edit. When you are finished, choose Create flow.

Notes

  • When you use Veeva as a source, you can run schedule-triggered flows at a maximum frequency of one flow run per minute.

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