Legacy Partner Central S3 Integration

Sync leads & opportunities with AWS Partner Central for co-sell.

Overview

By integrating with programs such as APN Customer Engagement (ACE) and ISV Accelerate, ISV/Sellers can scale their co-sell programs more effectively. The integration streamlines the process of managing information about leads and opportunities, reducing manual efforts and eliminating the need to maintain data in two separate systems, such as the Salesforce CRM and AWS Partner Central.

Through the integration, ISV/Sellers can easily manage new opportunities and leads. They can accept new opportunities and leads, receive updates on them from AWS, and send new opportunities and updates on their leads and opportunities to AWS. All of these actions are supported by an AWS-managed S3 bucket, which acts as an intermediary in the bi-directional exchange of files.

Request CRM Integration on AWS Partner Central

Before integrating your ACE pipeline with Fours, you first need to initiate an onboarding request on CRM Integration self-service portal.

1. [AWS Console] Create AWS IAM Role

Create two empty IAM roles, one for sandbox/test environment, and the other for production environment. The name can be arbitrary. A common name is APN-ACE-{company}-AccessRole-beta and APN-ACE-{company}-AccessRole-prod.

The only purpose of these roles is to access the S3 buckets which are created and owned by APN. They won’t need any access to your company’s resources.

2. Navigate to CRM Integration self-service portal and click Initiate Onboarding Request button on the bottom.
3. Step 1 - Enter basic information

• Partner CRM system - Choose Salesforce or HubSpot.
• What solution would you be using to integrate your CRM with APN? - Choose “Third Party Solution”.
• Name of the third party solution provider - Fours
• Estimated integration start date - choose the next Monday or the date you prefer.

3. Step 2 - Enter partner contacts

Third party contact:

• Email: support@suger.io
• Partner Role: Third Party Staff

4. Step 3 - Enter the ARN for the role you created

5. Step 4 - Set up Sandbox

APN will set up a sandbox bucket, and generate a policy JSON doc to access it. Copy the JSON content and attach it to the sandbox role you created in AWS console. Then you can mark it as completed. 6. Step 5 - Set up Production

After you mark implementation completed and UAT passed, proceed to the next step and APN will provision the production bucket, with another JSON policy doc. Similar to the sandbox, copy & attach it to the production role in AWS console.

7. Step 6 - Launch

Click the “Submit” button. APN will show that the CRM integration has been “Launched”.

After all the steps, you will now have:

1. A production S3 bucket provisioned and owned by APN.
2. An IAM role that have access to the bucket.

The sandbox role is created only because APN requested for it. It will not be used by Fours.

The next step used to be creating the ACE integration in the Fours console with this role and bucket. That step is no longer available — see below.

Create Integration on Fours

New S3-based connections can’t be created in the Fours console. The Connect dialog on the AWS ACE card sets up the Partner Central API integration only — an IAM Role ARN, the catalog environment (AWS or Sandbox) and an optional partner type — so for a new connection follow the AWS Partner Central API guide.

An S3 connection you already have keeps working: its Edit dialog still shows the bucket it uses, and offers Upgrade to Partner Central API. To move it, follow the S3-to-API migration guide.

Provide More Details

After the integration is created and verified, we need to collect a little more information:

• ACE Program
• Solution Offering

You need to click the 🖊️Edit button on ACE integration and input the information there:

Solution Offering

Since November 2023, ACE requires all partners to specify “Solution Offerings” when sharing opportunities with AWS. You can register or check your offerings at Partner Central.

Make sure the “Offering status” is shown as ✅Active.

Open the offering, copy the “Offering ID” located at the top left:

Then, input the offering ID and hit Enter, and click Save.

Delete Integration

If you need to delete the AWS Partner Central integration, you can do so like any other integration. Once the deletion is triggered, all integration information, including the access token, will be immediately and permanently deleted from Fours.

Next steps