Load Profisee data to Microsoft Fabric

Profisee is a master data management platform that provides a REST API for programmatic access to platform data and operations. Everything needed to build a working Profisee → Microsoft Fabric pipeline is on this page: the API's base URL, authentication, endpoints, pagination and incremental field — plus a prompt that hands the whole job to your coding agent.

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Build your Profisee to Microsoft Fabric pipeline

Paste this prompt into Claude, Codex, or Cursor. The agent does the rest.

That scaffolds a dltHub workspace and installs the dltHub AI harness — the project rules, the secrets-management skill, and the dlt MCP server your agent needs to work safely. From there it reads the Profisee API, proposes the endpoints to load, then writes, runs and validates the pipeline while you review rather than type. Credentials are inspected through MCP tools, so your agent never reads secrets.toml itself. How the LLM-native workflow works →

Prefer to write it yourself? Every fact the agent uses is below.

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Profisee API at a glance

These values come from the Profisee API reference — the authoritative source if anything here looks out of date.

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How do I authenticate with the Profisee API?

Profisee supports two main authentication methods: an API Key (sent via the x-API-key header) or OAuth 2.0 (Bearer token). For API Key authentication, include the 'x-API-key' header; for OAuth 2.0, include the 'Authorization' header with a 'Bearer ' value.

1. Get your credentials

To obtain credentials for the Profisee REST API, navigate to the 'Accounts and Teams' section within 'Profisee FastApp Studio'. Depending on your organization's security configuration, you may retrieve a Client ID for simple header-based authentication, or you may need to configure an OAuth2 application (client) in your identity provider (e.g., Microsoft Entra ID) to obtain a Client ID and Client Secret for the OAuth2 client_credentials flow.

2. Add them to .dlt/secrets.toml

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[sources.profisee_source]
profisee_base_url = "https://your-instance.profisee.com/profisee/rest/v1"
profisee_client_id = "your_client_id_here"
profisee_client_secret = "your_client_secret_here"

dlt reads this file automatically at runtime. With the harness, the setup-secrets skill prompts you for the values and never handles the raw credential in chat. For production, see setting up credentials with dlt.

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What Profisee data can I load into Microsoft Fabric?

These are the Profisee endpoints dlt can load into Microsoft Fabric:

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How do I load only new Profisee records?

Profisee exposes updated_at on api/v1/entities/{entityName}/records, so dlt can request only the records that changed since the last run. Set it as the cursor_path and dlt tracks the high-water mark for you between runs.

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{"name": "entity_records", "endpoint": {
    "path": "api/v1/entities/{entityName}/records",
    "data_selector": "items",
    "incremental": {"cursor_path": "updated_at", "initial_value": "2024-01-01T00:00:00Z"},
}}

On the first run dlt loads everything from initial_value; on every run after that it requests only what changed and appends with write_disposition="merge" if you set a primary key. See incremental loading.

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What does the generated Profisee pipeline look like?

A standard dlt REST API pipeline — the same code you would write by hand, loading /api/v1/entities and /api/v1/entities/{entityName}/records from the Profisee API into Microsoft Fabric:

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import dlt
from dlt.sources.rest_api import RESTAPIConfig, rest_api_resources

@dlt.source
def profisee_source(api_key=dlt.secrets.value):
    config: RESTAPIConfig = {
        "client": {
            "base_url": "https://<instance_url>/rest",
            "auth": {"type": "bearer", "token": api_key},
        },
        "resources": [
            {"name": "entity_records", "endpoint": {"path": "api/v1/entities/{entityName}/records", "data_selector": "items"}},
            {"name": "entities", "endpoint": {"path": "api/v1/entities"}}
        ],
    }
    yield from rest_api_resources(config)


def load_profisee_to_fabric() -> None:
    pipeline = dlt.pipeline(
        pipeline_name="profisee_pipeline",
        destination="fabric",
        dataset_name="profisee_data",
    )
    load_info = pipeline.run(profisee_source())
    print(load_info)


if __name__ == "__main__":
    load_profisee_to_fabric()

Run it with python profisee_pipeline.py. The agent iterates on this until it loads cleanly — you review and approve, rather than write it from scratch.

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How do I query Profisee data in Microsoft Fabric?

dlt creates one table per resource. Query the loaded data with Python or SQL — or ask your agent to, through the MCP server's execute_sql_query tool.

Python (pandas DataFrame):

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import dlt

data = dlt.pipeline("profisee_pipeline").dataset()
df = data.entity_records.df()
print(df.head())

SQL:

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SELECT * FROM profisee_data.entity_records LIMIT 10;

See querying your data with dataset and exploring it in marimo notebooks.

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How do I deploy the Profisee to Microsoft Fabric pipeline in production?

The pipeline runs locally, which is ideal for prototyping and one-off analysis. When you need it on a schedule, monitored on every load, and shared with your team, deploy the same dlt code on the dltHub platform — no infrastructure to maintain. The prompt above already ends with "run it on dltHub", so your agent can take it there directly.

• Deploy & schedule — run the pipeline as a managed job with automatic retries.
• Monitor — observable job queues, alerting, and load metrics for every run.
• Transform — promote raw Profisee loads into governed, documented models.
• Visualize & share — explore data in notebooks and publish live dashboards instead of static screenshots.

Book a demo →

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What other destinations can I load Profisee data to?

dlt loads into any of these — only the destination argument changes:

Set dlt.pipeline(destination="snowflake") and add credentials in .dlt/secrets.toml. On the dltHub platform the same pipeline runs against a managed Iceberg lakehouse. See the full destinations list.

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Next steps

• Ready for production? Book a demo of the dltHub platform →
• dlt LLM-native workflow docs
• REST API source reference
• Join the dlt community on Slack