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Python-based Data Loading from hubspot to dremio using dlt Library

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This page provides technical documentation on how to use dlt, an open-source Python library, to load data from HubSpot to Dremio. HubSpot is a customer relationship management (CRM) software and inbound marketing platform designed to help businesses attract visitors, engage customers, and close leads. On the other hand, Dremio is a data lakehouse solution that offers flexibility, scalability, and performance, meeting leaders at all stages of their data journey. This guide will walk you through the process of using dlt to facilitate data transfer between these two platforms. For more information about HubSpot, you can visit https://www.hubspot.com.

dlt Key Features​

  • Automated maintenance: With dlt, maintenance becomes simple with schema inference and evolution, alerts, and short declarative code. Read more about it here.
  • Scalability and flexibility: dlt runs where Python runs - on Airflow, serverless functions, notebooks. It can scale on micro and large infra alike. Learn more about its scalability here.
  • User-friendly interface: dlt provides a declarative interface that is user-friendly, removing knowledge obstacles for beginners while empowering senior professionals. Check out its user-friendly interface here.
  • Data extraction made easy: With dlt, you can easily extract data by decorating your data-producing functions with loading or incremental extraction metadata. Learn more about data extraction with dlt here.
  • Robust governance support: dlt pipelines offer robust governance support through pipeline metadata utilization, schema enforcement and curation, and schema change alerts. Read more about governance support in dlt pipelines here.

Getting started with your pipeline locally​

0. Prerequisites​

dlt requires Python 3.8 or higher. Additionally, you need to have the pip package manager installed, and we recommend using a virtual environment to manage your dependencies. You can learn more about preparing your computer for dlt in our installation reference.

1. Install dlt​

First you need to install the dlt library with the correct extras for Dremio:

pip install "dlt[dremio]"

The dlt cli has a useful command to get you started with any combination of source and destination. For this example, we want to load data from HubSpot to Dremio. You can run the following commands to create a starting point for loading data from HubSpot to Dremio:

# create a new directory
mkdir hubspot_pipeline
cd hubspot_pipeline
# initialize a new pipeline with your source and destination
dlt init hubspot dremio
# install the required dependencies
pip install -r requirements.txt

The last command will install the required dependencies for your pipeline. The dependencies are listed in the requirements.txt:

dlt[dremio]>=0.3.25

You now have the following folder structure in your project:

hubspot_pipeline/
├── .dlt/
│   ├── config.toml          # configs for your pipeline
│   └── secrets.toml         # secrets for your pipeline
├── hubspot/                   # folder with source specific files
│   └── ...
├── hubspot_pipeline.py        # your main pipeline script
├── requirements.txt         # dependencies for your pipeline
└── .gitignore               # ignore files for git (not required)

2. Configuring your source and destination credentials​

The dlt cli will have created a .dlt directory in your project folder. This directory contains a config.toml file and a secrets.toml file that you can use to configure your pipeline. The automatically created version of these files look like this:

generated config.toml​

# put your configuration values here

[runtime]
log_level="WARNING"  # the system log level of dlt
# use the dlthub_telemetry setting to enable/disable anonymous usage data reporting, see https://dlthub.com/docs/telemetry
dlthub_telemetry = true

generated secrets.toml​

# put your secret values and credentials here. do not share this file and do not push it to github

[sources.hubspot]
api_key = "api_key" # please set me up!

[destination.dremio]
dataset_name = "dataset_name" # please set me up!
staging_data_source = "staging_data_source" # please set me up!

[destination.dremio.credentials]
database = "database" # please set me up!
password = "password" # please set me up!
username = "username" # please set me up!
host = "host" # please set me up!
port = 32010

2.1. Adjust the generated code to your usecase​

Further help setting up your source and destinations
  • Read more about setting up the HubSpot source in our docs.
  • Read more about setting up the Dremio destination in our docs.

3. Running your pipeline for the first time​

The dlt cli has also created a main pipeline script for you at hubspot_pipeline.py, as well as a folder hubspot that contains additional python files for your source. These files are your local copies which you can modify to fit your needs. In some cases you may find that you only need to do small changes to your pipelines or add some configurations, in other cases these files can serve as a working starting point for your code, but will need to be adjusted to do what you need them to do.

The main pipeline script will look something like this:


from typing import List
import dlt

from hubspot import hubspot, hubspot_events_for_objects, THubspotObjectType


def load_crm_data() -> None:
    """
    This function loads all resources from HubSpot CRM

    Returns:
        None
    """

    # Create a DLT pipeline object with the pipeline name, dataset name, and destination database type
    # Add full_refresh=(True or False) if you need your pipeline to create the dataset in your destination
    p = dlt.pipeline(
        pipeline_name="hubspot",
        dataset_name="hubspot_dataset",
        destination='dremio',
    )

    # Run the pipeline with the HubSpot source connector
    info = p.run(hubspot())

    # Print information about the pipeline run
    print(info)


def load_crm_data_with_history() -> None:
    """
    Loads all HubSpot CRM resources and property change history for each entity.
    The history entries are loaded to a tables per resource `{resource_name}_property_history`, e.g. `contacts_property_history`

    Returns:
        None
    """

    # Create a DLT pipeline object with the pipeline name, dataset name, and destination database type
    # Add full_refresh=(True or False) if you need your pipeline to create the dataset in your destination
    p = dlt.pipeline(
        pipeline_name="hubspot",
        dataset_name="hubspot_dataset",
        destination='dremio',
    )

    # Configure the source with `include_history` to enable property history load, history is disabled by default
    data = hubspot(include_history=True)

    # Run the pipeline with the HubSpot source connector
    info = p.run(data)

    # Print information about the pipeline run
    print(info)


def load_crm_objects_with_custom_properties() -> None:
    """
    Loads CRM objects, reading only properties defined by the user.
    """

    # Create a DLT pipeline object with the pipeline name,
    # dataset name, properties to read and destination database
    # type Add full_refresh=(True or False) if you need your
    # pipeline to create the dataset in your destination
    p = dlt.pipeline(
        pipeline_name="hubspot",
        dataset_name="hubspot_dataset",
        destination='dremio',
    )

    source = hubspot()

    # By default, all the custom properties of a CRM object are extracted,
    # ignoring those driven by Hubspot (prefixed with `hs_`).

    # To read fields in addition to the custom ones:
    # source.contacts.bind(props=["date_of_birth", "degree"])

    # To read only two particular fields:
    source.contacts.bind(props=["date_of_birth", "degree"], include_custom_props=False)

    # Run the pipeline with the HubSpot source connector
    info = p.run(source)

    # Print information about the pipeline run
    print(info)


def load_web_analytics_events(
    object_type: THubspotObjectType, object_ids: List[str]
) -> None:
    """
    This function loads web analytics events for a list objects in `object_ids` of type `object_type`

    Returns:
        None
    """

    # Create a DLT pipeline object with the pipeline name, dataset name, and destination database type
    p = dlt.pipeline(
        pipeline_name="hubspot",
        dataset_name="hubspot_dataset",
        destination='dremio',
        full_refresh=False,
    )

    # you can get many resources by calling this function for various object types
    resource = hubspot_events_for_objects(object_type, object_ids)
    # and load them together passing resources in the list
    info = p.run([resource])

    # Print information about the pipeline run
    print(info)


if __name__ == "__main__":
    # Call the functions to load HubSpot data into the database with and without company events enabled
    load_crm_data()
    load_crm_data_with_history()
    load_web_analytics_events("company", ["7086461639", "7086464459"])
    load_crm_objects_with_custom_properties()

Provided you have set up your credentials, you can run your pipeline like a regular python script with the following command:

python hubspot_pipeline.py

4. Inspecting your load result​

You can now inspect the state of your pipeline with the dlt cli:

dlt pipeline hubspot info

You can also use streamlit to inspect the contents of your Dremio destination for this:

# install streamlit
pip install streamlit
# run the streamlit app for your pipeline with the dlt cli:
dlt pipeline hubspot show

5. Next steps to get your pipeline running in production​

One of the beauties of dlt is, that we are just a plain Python library, so you can run your pipeline in any environment that supports Python >= 3.8. We have a couple of helpers and guides in our docs to get you there:

The Deploy section will show you how to deploy your pipeline to​

  • Deploy with Github Actions: dlt provides a simple interface to deploy your pipeline using Github Actions. This guide provides step by step instructions on how to set it up.
  • Deploy with Airflow and Google Composer: If you prefer using Airflow, dlt has you covered. You can follow this guide to deploy your pipeline with Airflow and Google Composer.
  • Deploy with Google Cloud Functions: For serverless deployments, dlt supports Google Cloud Functions. Follow this guide to learn how to deploy your pipeline with Google Cloud Functions.
  • Other Deployment Options: dlt supports several other deployment options. You can explore these in the deploy a pipeline section of the dlt documentation.

The running in production section will teach you about:​

  • Monitor your pipeline: With dlt, you can easily monitor your data pipeline in production. This feature allows you to keep track of the pipeline's performance and detect any issues early on. Learn more about this in our guide on how to monitor your pipeline.
  • Set up alerts: dlt also provides an alerting feature that sends notifications when certain conditions are met. This helps you stay on top of any potential issues and resolve them promptly. Check out our tutorial on how to set up alerts.
  • Set up tracing: Tracing is another essential feature that dlt offers. It provides visibility into the execution of your pipeline, helping you identify bottlenecks and optimize performance. Learn more about how to set up tracing.

Available Sources and Resources​

For this verified source the following sources and resources are available

Source hubspot​

Hubspot source provides data on companies, contacts, deals, and customer service tickets.

Resource NameWrite DispositionDescription
companiesreplaceInformation about organizations
contactsreplaceVisitors, potential customers, leads
dealsreplaceDeal records, deal tracking
productsreplacePricing information of a product
quotesreplacePrice proposals that salespeople can create and send to their contacts
ticketsreplaceRequest for help from customers or users

Additional pipeline guides​

This demo works on codespaces. Codespaces is a development environment available for free to anyone with a Github account. You'll be asked to fork the demo repository and from there the README guides you with further steps.
The demo uses the Continue VSCode extension.

Off to codespaces!

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