How to load data from BaseCRM to Snowflake

Avatar

This post will help you with syncing your BaseCRM data to Snowflake. By doing this you will be able to perform advanced analytics on a system that is designed for this kind of data payloads, like SnowflakeAlternatively, you can simplify the process of syncing data from BaseCRM to Snowflake by using Blendo, where the whole process will be handled by Blendo and you can focus on what matters, the exploration and the analysis your customers.

Using these extremely  rich and multifaceted data  you can produce invaluable information regarding your company’s markets and customers as well as the assessment of all existing sales and marketing tactics by answering your pipeline questions.

Access your data on BaseCRM

The first step in loading your BaseCRM data to any kind of data warehouse solution, is to access your data and start extracting it.

As previously mentioned, using Base’s rich Core API you can get access to data from 25 resources including, among others, the following:

  1. Account: The Account API provides read-only access to your account details.
  2. Calls: The Calls API provides a simple interface to manage calls.
  3. Contacts: The Contacts API provides a simple interface to manage your contacts. A contact represents an individual or an organization.
  4. Deals: The Deals API provides a simple interface to manage deals.
  5. Leads: The Leads API provides a simple interface to manage leads. A lead represents an individual or an organization that expresses interest in your goods or services.
  6. Orders: Through the Orders API you can manage your orders.
  7. Pipelines: The Pipelines API provides a read only interface to your sales pipeline definition.
  8. Products:The Products API offers an interface for managing the Product Catalog. The catalog lists products that are available in your account.
  9. Users: Using the User’s API you can interact with your account’s users. You can retrieve a single user as well as list of all users associated with your account.

You will need more time to read this post than integrating BaseCRM to Snowflake.

Effortlessly Sync All Your BaseCRM Data to Snowflake

In addition to the above, the things that you have to keep in mind when dealing with the BaseCRM API, are:

  1. Rate limits. According to the documentation you can make up to 36,000 requests per hour (10 requests/ip/second).
  2. Authentication. You can authenticate on BaseCRM using OAuth.
  3. Pagination. API endpoints that return a collection of items are always paginated. The number of results to display can vary with a maximum value of 100.

About BaseCRM

BaseCRM, is a web based next-generation customer relationship management (CRM) platform that offers customer management, sales tracker, sales pipeline monitoring, email tracking, forecasting, reporting and many more. Founded in 2009, BaseCRM offers to more any sales team the necessary tools to consolidate workflows, increase their efficiency and overall performance and scale easily.

BaseCRM currently offers three different APIs for programmatically interact with the platform: Core, Sync and Firehose. Base’s Sync API is suitable for syncing the latest Base data while Firehose for receiving near real-time stream of changes in Base data. However, both Sync and Firehose are available only certain upgraded plans.

On the other hand, the Core API is very convenient for creating, reading, updating and deleting Base data RESTfully and is also available for all subscription plans.

Transform and prepare your BaseCRM data for Snowflake

After you have accessed your data on BaseCRM, you will have to transform it based on two main factors,

  1. The limitations of the database that the data will be loaded onto
  2. The type of analysis that you plan to perform

Each system has specific limitations on the data types and data structures that it supports. If for example you want to push data into Google BigQuery, then you can send nested data like JSON directly.

Also, you have to choose the right data types. Again, depending on the system that you will send the data to and the data types that the API exposes to you, you will have to make the right choices. These choices are important because they can limit the expressivity of your queries and limit your analysts on what they can do directly out of the database.

Also, you have to consider that the reports  you’ll get from BaseCRM are like CSV files in terms of their structure and you need to somehow identify what and how to map to a table into your database.

Data in Snowflake is organized around tables with a well-defined set of columns with each one having a specific data type.

Snowflake supports a rich set of data types. It is worth mentioning that a number of semi-structured data types is also supported. With Snowflake, is possible to load directly data in JSON, Avro, ORC, Parquet, or XML format. Hierarchical data is treated as a first-class citizen, similar to what Google BigQuery offers.

There is also one notable common data type that is not supported by Snowflake. LOB or large object data type is not supported, instead, you should use a BINARY or VARCHAR type instead. But these types are not that useful for data warehouse use cases.

A typical strategy for loading data from BaseCRM to Snowflake is to create a schema where you will map each API endpoint to a table.

Each key inside the BaseCRM API endpoint response should be mapped to a column of that table and you should ensure the right conversion to a Snowflake data type.

Of course, you will need to ensure that as the data types from the BaseCRM API might change, you will adapt your database tables accordingly, there’s no such thing as automatic data type casting.

After you have a complete and well-defined data model or schema for Snowflake, you can move forward and start loading your data into the database.

Load data from BaseCRM to Snowflake

Usually, data is loaded into Snowflake in a bulk way, using the COPY INTO command. Files containing the data, usually in JSON format, are stored in a local file system or in Amazon S3 buckets. Then a COPY INTO command is invoked on the Snowflake instance and data is copied into the data warehouse.

The files can be pushed into Snowflake using the PUT command, into a staging environment before the COPY command is invoked.

Another alternative is to upload the data directly into a service like Amazon S3 from where Snowflake can access the data directly.

Updating your BaseCRM data on Snowflake

As you will be generating more data on BaseCRM, you will need to update your older data on Snowflake. This includes new records together with updates to older records that for any reason have been updated on BaseCRM.

You will need to periodically check BaseCRM for new data and repeat the process that has been described previously while updating your currently available data if needed. Updating an already existing row on a Snowflake table is achieved by creating UPDATE statements.

Another issue that you need to take care of is the identification and removal of any duplicate records on your database. Either because BaseCRM does not have a mechanism to identify new and updated records or because of errors on your data pipelines, duplicate records might be introduced to your database.

In general, ensuring the quality of the data that is inserted into your database is a big and difficult issue.

The best way to load data from BaseCRM to Snowflake

So far we just scraped the surface of what can be done with Snowflake and how to load data into it. The way to proceed relies heavily on the data you want to load, from which service they are coming from and the requirements of your use case.

Things can get even more complicated if you want to integrate data coming from different sources. A possible alternative, instead of writing, hosting and maintaining a flexible data infrastructure, is to use a product like Blendo that can handle this kind of problems automatically for you.

Blendo integrates with multiple sources or services like databases, CRM, email campaigns, analytics and more. Quickly and safely move all your data from BaseCRM to Snowflake and start generating insights from your data.

Help your sales and executive team take ownership of the insights that live in your Base CRM.

Blendo is the easiest way to automate powerful data integrations.

Try Blendo free for 14 days. No credit card required.