Fluxx

Fluxx is a cloud-based grants management platform designed to streamline and automate the entire grantmaking process for foundations, corporations, governments, and other funding organizations.

Bruin supports Fluxx as a source for Ingestr assets, and you can use it to ingest data from Fluxx into your data warehouse.

In order to set up Fluxx connection, you need to add a configuration item in the .bruin.yml file and in asset file. You need instance, client_id, and client_secret. For details on how to obtain these credentials, please refer to your Fluxx administrator.

Follow the steps below to correctly set up Fluxx as a data source and run ingestion.

Configuration

Step 1: Add a connection to .bruin.yml file

To connect to Fluxx, you need to add a configuration item to the connections section of the .bruin.yml file. This configuration must comply with the following schema:

connections:
  fluxx:
    - name: "my-fluxx"
      instance: "mycompany.preprod"
      client_id: "your_client_id"
      client_secret: "your_client_secret"

• instance: Your Fluxx instance subdomain (e.g., mycompany.preprod for https://mycompany.preprod.fluxxlabs.com)
• client_id: OAuth 2.0 client ID for authentication
• client_secret: OAuth 2.0 client secret for authentication

Step 2: Create an asset file for data ingestion

To ingest data from Fluxx, you need to create an asset configuration file. This file defines the data flow from the source to the destination. Create a YAML file (e.g., fluxx_ingestion.yml) inside the assets folder and add the following content:

name: public.fluxx
type: ingestr
connection: postgres

parameters:
  source_connection: my-fluxx
  source_table: 'grant_request'

  destination: postgres

• name: The name of the asset.
• type: Specifies the type of the asset. Set this to ingestr to use the ingestr data pipeline.
• connection: This is the destination connection, which defines where the data should be stored. For example: "postgres" indicates that the ingested data will be stored in a PostgreSQL database.
• source_connection: The name of the Fluxx connection defined in .bruin.yml.
• source_table: The name of the data table in Fluxx you want to ingest. For example, "grant_request" would ingest data related to grant requests. You can find the available source tables below.

Available Source Tables

Table	PK	Inc Key	Inc Strategy	Details
adhoc_report	id	-	replace	Ad-hoc reports with SQL queries, filters, columns configuration, and report metadata
affiliate	id	-	replace	User affiliations with organizations including contact information, roles, and membership details
claim	id	-	replace	Grant claims and payment requests with approval status, amounts, and dates
claim_expense	id	-	replace	Claim expense forms and templates for financial tracking
claim_expense_datum	id	-	replace	Individual data entries within claim expense forms with budget category details
claim_expense_row	id	-	replace	Specific line items or rows within claim expense forms
concept_initiative	id	-	replace	Concept initiatives linking programs, initiatives, and sub-programs/sub-initiatives
dashboard_theme	id	-	replace	Dashboard theme configurations for UI customization
etl_claim_expense_datum	id	-	replace	ETL data for claim expense items with comprehensive budget tracking details
etl_grantee_budget_tracker_actual	id	-	replace	ETL data for actual grantee budget tracker amounts and expenses
etl_grantee_budget_tracker_period_datum	id	-	replace	ETL data for grantee budget tracker period information with detailed financial tracking
etl_relationship	id	-	replace	ETL data for entity relationships tracking connections between users, organizations, requests, and other entities
etl_request_budget	id	-	replace	ETL budget data for request funding sources with comprehensive financial details
etl_request_transaction_budget	id	-	replace	ETL budget data for request transaction funding sources including payment tracking
exempt_organization	id	-	replace	Tax-exempt organization data including EIN, classification, and financial information
geo_city	id	-	replace	City geographic data with coordinates and postal codes
geo_county	id	-	replace	County geographic data with FIPS codes
geo_place	id	-	replace	Geographic places with ancestry and location data
geo_region	id	-	replace	Geographic regions
geo_state	id	-	replace	State geographic data with abbreviations and FIPS codes
grant_request	id	-	replace	Grant applications and requests with comprehensive details (300+ fields)
grantee_budget_category	id	-	replace	Budget category definitions used by grantees for expense tracking
grantee_budget_tracker	id	-	replace	Budget tracking documents for grantee financial management
grantee_budget_tracker_period	id	-	replace	Time periods for budget tracking with start and end dates
grantee_budget_tracker_period_datum	id	-	replace	Budget data entries for specific tracking periods
grantee_budget_tracker_period_datum_actual	id	-	replace	Actual expenses and amounts recorded for budget tracking periods
grantee_budget_tracker_row	id	-	replace	Individual budget line items and categories within budget trackers
integration_log	id	-	replace	Integration and system logs for tracking data processing and errors
mac_model_type_dyn_financial_audit	id	-	replace	Dynamic financial audit models with audit tracking, compliance status, and financial variance analysis
mac_model_type_dyn_mel	id	-	replace	Dynamic Monitoring, Evaluation & Learning (MEL) models with performance indicators, baseline tracking, and evaluation metrics
mac_model_type_dyn_tool	id	-	replace	Dynamic tool management models for tracking deployment status, usage metrics, and tool effectiveness
machine_category	id	-	replace	Machine category definitions for workflow state management
model_attribute_value	id	-	replace	Model attribute values with hierarchical data and dependencies
model_document	id	-	replace	Document metadata including file information, storage details, and document relationships
model_document_sub_type	id	-	replace	Document sub-type definitions and categories
model_document_type	id	-	replace	Document type configurations including DocuSign integration and permissions
model_theme	id	-	replace	Model themes for categorization and program hierarchy organization
organization	id	-	replace	Organizations (grantees, fiscal sponsors, etc.) with contact information and tax details
population_estimate	id	-	replace	Population estimates by geographic area with demographic data
population_estimate_year	id	-	replace	Yearly population estimates with income and demographic breakdowns
program	id	-	replace	Funding programs and initiatives
request_report	id	-	replace	Reports submitted for grants
request_transaction	id	-	replace	Financial transactions and payments
request_transaction_funding_source	id	-	replace	Funding source details for specific request transactions
request_user	id	-	replace	Relationships between requests and users with roles and descriptions
salesforce_authentication	id	-	replace	Salesforce authentication configurations with OAuth tokens, connection management, and API usage tracking
initiative	id	-	replace	Third level of program hierarchy describing high-level goals of philanthropy efforts
sub_initiative	id	-	replace	Sub-initiatives for detailed planning
sub_program	id	-	replace	Sub-programs under main programs
ui_version	id	-	replace	User interface version information and system configuration
user	id	-	replace	User accounts and profiles
user_organization	id	-	replace	Relationships between users and organizations with roles, departments, and contact details
affiliate_type	id	-	replace	Affiliate Type management and tracking
aha_requirements_tickets	id	-	replace	Aha Requirements Tickets management and tracking
alert	id	-	replace	Alert management and tracking
alert_email	id	-	replace	Alert email configurations and templates for notification delivery
alert_email_user	id	-	replace	Alert Email User management and tracking
alert_model_log	id	-	replace	Alert Model Log management and tracking
alert_recipient	id	-	replace	Alert Recipient management and tracking
alert_transition_state	id	-	replace	Alert Transition State management and tracking
bank_account	id	-	replace	Bank Account management and tracking
budget_request	id	-	replace	Budget Request management and tracking
card_configuration	id	-	replace	Card Configuration management and tracking
census_code_result	id	-	replace	Census Code Result management and tracking
census_config	id	-	replace	Census Config management and tracking
claim_expense_row_document	id	-	replace	Claim Expense Row Document management and tracking
clean_calculation	id	-	replace	Clean Calculation management and tracking
client_configuration	id	-	replace	Client Configuration management and tracking
client_store	id	-	replace	Client Store management and tracking
client_store_dashboard_group	id	-	replace	Client Store Dashboard Group management and tracking
clone_ancestry	id	-	replace	Clone Ancestry management and tracking
code_block_conversion	id	-	replace	Code Block Conversion management and tracking
coi	id	-	replace	Coi management and tracking
compliance_checklist_item	id	-	replace	Compliance Checklist Item management and tracking
config_model_document	id	-	replace	Config Model Document management and tracking
configuration_value	id	-	replace	Configuration Value management and tracking
cpi	id	-	replace	Cpi management and tracking
dashboard_group	id	-	replace	Dashboard Group management and tracking
dashboard_template	id	-	replace	Dashboard Template management and tracking
demographic_category	id	-	replace	Demographic Category management and tracking
demographic_item	id	-	replace	Demographic Item management and tracking
document	id	-	replace	Document management and tracking
docusign_token	id	-	replace	Docusign Token management and tracking
email_user	id	-	replace	Email User management and tracking
expirable_token	id	-	replace	Expirable Token management and tracking
extract_format	id	-	replace	Extract Format management and tracking
favorite	id	-	replace	Favorite management and tracking
field_list	id	-	replace	Field List management and tracking
filter	id	-	replace	Filter management and tracking
form	id	-	replace	Form management and tracking
form_element	id	-	replace	Form Element management and tracking
fund	id	-	replace	Fund management and tracking
fund_docket	id	-	replace	Fund Docket management and tracking
fund_line_item	id	-	replace	Fund Line Item management and tracking
funding_source	id	-	replace	Funding Source management and tracking
funding_source_allocation	id	-	replace	Funding Source Allocation management and tracking
funding_source_allocation_authority	id	-	replace	Funding Source Allocation Authority management and tracking
funding_source_forecast	id	-	replace	Funding Source Forecast management and tracking
fx_conversion	id	-	replace	Fx Conversion management and tracking
fx_type	id	-	replace	Fx Type management and tracking
generic_template	id	-	replace	Generic Template management and tracking
geo_country	id	-	replace	Geo Country management and tracking
geo_place_relationship	id	-	replace	Geo Place Relationship management and tracking
grant_outcome	id	-	replace	Grant Outcome management and tracking
grant_outcome_progress_report	id	-	replace	Grant Outcome Progress Report management and tracking
grant_outcome_progress_report_row	id	-	replace	Grant Outcome Progress Report Row management and tracking
grant_outcome_row	id	-	replace	Grant Outcome Row management and tracking
grant_output	id	-	replace	Grant Output management and tracking
grant_output_period	id	-	replace	Grant Output Period management and tracking
grant_output_period_datum	id	-	replace	Grant Output Period Datum management and tracking
grant_output_progress_report	id	-	replace	Grant Output Progress Report management and tracking
grant_output_progress_report_datum	id	-	replace	Grant Output Progress Report Datum management and tracking
grant_output_row	id	-	replace	Grant Output Row management and tracking
grantee_budget	id	-	replace	Grantee Budget management and tracking
grantee_budget_category_group	id	-	replace	Grantee Budget Category Group management and tracking
grantee_budget_category_group_relationship	id	-	replace	Grantee Budget Category Group Relationship management and tracking
grantee_budget_tracker_period_amendment	id	-	replace	Grantee Budget Tracker Period Amendment management and tracking
grantee_whitelist	id	-	replace	Grantee Whitelist management and tracking
group	id	-	replace	Group management and tracking
group_member	id	-	replace	Group Member management and tracking
gs_stream	id	-	replace	Gs Stream management and tracking
gs_stream_document	id	-	replace	Gs Stream Document management and tracking
gs_stream_gs_tag	id	-	replace	Gs Stream Gs Tag management and tracking
gs_stream_request	id	-	replace	Gs Stream Request management and tracking
gs_tag	id	-	replace	Gs Tag management and tracking
indicator	id	-	replace	Indicator management and tracking
integration_filter	id	-	replace	Integration Filter management and tracking
job	id	-	replace	Job management and tracking
language	id	-	replace	Language management and tracking
login_attempt	id	-	replace	Login Attempt management and tracking
loi	id	-	replace	Loi management and tracking
machine_event	id	-	replace	Machine Event management and tracking
machine_event_from_state	id	-	replace	Machine Event From State management and tracking
machine_event_role	id	-	replace	Machine Event Role management and tracking
machine_model_type	id	-	replace	Machine Model Type management and tracking
machine_state	id	-	replace	Machine State management and tracking
machine_state_category	id	-	replace	Machine State Category management and tracking
machine_state_group	id	-	replace	Machine State Group management and tracking
machine_workflow	id	-	replace	Machine Workflow management and tracking
machine_workflow_fork	id	-	replace	Machine Workflow Fork management and tracking
matching_gift_profile	id	-	replace	Matching Gift Profile management and tracking
mention	id	-	replace	Mention management and tracking
migrate_row	id	-	replace	Migrate Row management and tracking
migration	id	-	replace	Migration management and tracking
migration_config	id	-	replace	Migration Config management and tracking
migration_config_column	id	-	replace	Migration Config Column management and tracking
migration_config_model	id	-	replace	Migration Config Model management and tracking
migration_config_model_link	id	-	replace	Migration Config Model Link management and tracking
migration_file	id	-	replace	Migration File management and tracking
model_attribute	id	-	replace	Model Attribute management and tracking
model_attribute_choice	id	-	replace	Model Attribute Choice management and tracking
model_clone_configuration	id	-	replace	Model Clone Configuration management and tracking
model_document_dynamic_recipient	id	-	replace	Model Document Dynamic Recipient management and tracking
model_document_master	id	-	replace	Model Document Master management and tracking
model_document_sign	id	-	replace	Model Document Sign management and tracking
model_document_sign_envelope	id	-	replace	Model Document Sign Envelope management and tracking
model_document_template	id	-	replace	Model Document Template management and tracking
model_email	id	-	replace	Model Email management and tracking
model_method	id	-	replace	Model Method management and tracking
model_summary	id	-	replace	Model Summary management and tracking
model_validation	id	-	replace	Model Validation management and tracking
model_validation_field	id	-	replace	Model Validation Field management and tracking
modification	id	-	replace	Modification management and tracking
multi_element_choice	id	-	replace	Multi Element Choice management and tracking
multi_element_group	id	-	replace	Multi Element Group management and tracking
multi_element_value	id	-	replace	Multi Element Value management and tracking
note	id	-	replace	Note management and tracking
ofac_person	id	-	replace	Ofac Person management and tracking
organization_connection_request	id	-	replace	Organization Connection Request management and tracking
outcome	id	-	replace	Outcome management and tracking
periodic_sync	id	-	replace	Periodic Sync management and tracking
perishable_token	id	-	replace	Perishable Token management and tracking
permission_delegator	id	-	replace	Permission Delegator management and tracking
persona	id	-	replace	Persona management and tracking
post	id	-	replace	Post management and tracking
post_relationship	id	-	replace	Post Relationship management and tracking
post_view	id	-	replace	Post View management and tracking
primary_contact_tenure	id	-	replace	Primary Contact Tenure management and tracking
program_budget	id	-	replace	Program Budget management and tracking
project	id	-	replace	Project management and tracking
project_list	id	-	replace	Project List management and tracking
project_list_item	id	-	replace	Project List Item management and tracking
project_organization	id	-	replace	Project Organization management and tracking
project_request	id	-	replace	Project Request management and tracking
project_user	id	-	replace	Project User management and tracking
real_me_invitation	id	-	replace	Real Me Invitation management and tracking
realtime_update	id	-	replace	Realtime Update management and tracking
recommendation_email	id	-	replace	Recommendation Email management and tracking
reduce_indexing_record	id	-	replace	Reduce Indexing Record management and tracking
relationship	id	-	replace	Relationship management and tracking
relationship_schema_mapping	id	-	replace	Relationship Schema Mapping management and tracking
request_amendment	id	-	replace	Request Amendment management and tracking
request_amendment_model_themes	id	-	replace	Request Amendment Model Themes management and tracking
request_evaluation_metric	id	-	replace	Request Evaluation Metric management and tracking
request_funding_source	id	-	replace	Request Funding Source management and tracking
request_geo_state	id	-	replace	Request Geo State management and tracking
request_organization	id	-	replace	Request Organization management and tracking
request_outcome	id	-	replace	Request Outcome management and tracking
request_program	id	-	replace	Request Program management and tracking
request_recommendation	id	-	replace	Request Recommendation management and tracking
request_recommender	id	-	replace	Request Recommender management and tracking
request_regrant	id	-	replace	Request Regrant management and tracking
request_review	id	-	replace	Request Review management and tracking
request_review_set	id	-	replace	Request Review Set management and tracking
request_reviewer_assignment	id	-	replace	Request Reviewer Assignment management and tracking
role	id	-	replace	Role management and tracking
role_user	id	-	replace	Role User management and tracking
section	id	-	replace	Section management and tracking
segment	id	-	replace	Segment management and tracking
segment_tag	id	-	replace	Segment Tag management and tracking
shared_card	id	-	replace	Shared Card management and tracking
sms_log	id	-	replace	Sms Log management and tracking
spending_forecast	id	-	replace	Spending Forecast management and tracking
sphinx_check	id	-	replace	Sphinx Check management and tracking
stencil	id	-	replace	Stencil management and tracking
stencil_book	id	-	replace	Stencil Book management and tracking
stencil_book_page	id	-	replace	Stencil Book Page management and tracking
stencil_form	id	-	replace	Stencil Form management and tracking
sub_model	id	-	replace	Sub Model management and tracking
table_view	id	-	replace	Table View management and tracking
table_view_favorite	id	-	replace	Table View Favorite management and tracking
tag	id	-	replace	Tag management and tracking
tagging	id	-	replace	Tagging management and tracking
transaction_report_dependency	id	-	replace	Transaction Report Dependency management and tracking
translator_assignment	id	-	replace	Translator Assignment management and tracking
translator_language	id	-	replace	Translator Language management and tracking
user_email	id	-	replace	User Email management and tracking
user_permission	id	-	replace	User Permission management and tracking
user_profile	id	-	replace	User Profile management and tracking
user_profile_rule	id	-	replace	User Profile Rule management and tracking
user_segment_tag	id	-	replace	User Segment Tag management and tracking
webhook_subscription	id	-	replace	Webhook Subscription management and tracking
wiki_document	id	-	replace	Wiki Document management and tracking
wiki_document_template	id	-	replace	Wiki Document Template management and tracking
work_task	id	-	replace	Work Task management and tracking
workflow_event	id	-	replace	Workflow Event management and tracking
zenith_user_configuration	id	-	replace	Zenith User Configuration management and tracking

Field Selection

Each resource contains numerous fields. You can:

1. Ingest all fields: Use the resource name directly (e.g., grant_request)
2. Select specific fields: Use colon syntax (e.g., grant_request:id,name,amount_requested)

The field selection feature is particularly useful for large resources like grant_request which has over 300 fields.

Step 3: Run asset to ingest data

bruin run assets/fluxx_ingestion.yml

As a result of this command, Bruin will ingest data from the given Fluxx table into your Postgres database.

Authentication

Fluxx uses OAuth 2.0 with client credentials flow. To obtain credentials:

1. Contact your Fluxx administrator to create an API client
2. You'll receive a client_id and client_secret
3. Note your Fluxx instance subdomain (the part before .fluxxlabs.com)