Loading Data from Keap to Azure Cloud Storage with dlt in Python
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Keap (formerly Infusionsoft) is a comprehensive CRM and marketing automation platform designed to help small businesses manage sales, marketing, and customer relationships. Keap offers tools for contact management, email marketing, e-commerce, and automation, enabling businesses to streamline operations and enhance customer engagement. This documentation explains how to load data from Keap to Azure Cloud Storage using the open-source python library dlt. Azure Cloud Storage stores data on Microsoft Azure, allowing you to create data lakes easily. You can upload data in formats like JSONL, Parquet, or CSV. For more information about Keap, visit here.
dlt Key Features
- Pipeline Metadata:
dltpipelines leverage metadata to provide governance capabilities. This metadata includes load IDs, which consist of a timestamp and pipeline name. Load IDs enable incremental transformations and data vaulting by tracking data loads and facilitating data lineage and traceability. Read more about lineage. - Schema Enforcement and Curation:
dltempowers users to enforce and curate schemas, ensuring data consistency and quality. Schemas define the structure of normalized data and guide the processing and loading of data. By adhering to predefined schemas, pipelines maintain data integrity and facilitate standardized data handling practices. Read more about adjusting a schema. - Schema Evolution:
dltenables proactive governance by alerting users to schema changes. When modifications occur in the source data’s schema, such as table or column alterations,dltnotifies stakeholders, allowing them to take necessary actions, such as reviewing and validating the changes, updating downstream processes, or performing impact analysis. - Scaling and Finetuning:
dltoffers several mechanisms and configuration options to scale up and finetune pipelines, including running extraction, normalization, and load in parallel, writing sources and resources that are run in parallel via thread pools and async execution, and finetuning memory buffers, intermediary file sizes, and compression options. Read more about performance. - Advanced Topics:
dltis a constantly growing library that supports many features and use cases needed by the community. Join our Slack to find recent releases or discuss what you can build withdlt. Explore the pipeline tutorial.
Getting started with your pipeline locally
dlt-init-openapi0. Prerequisites
dlt and dlt-init-openapi requires Python 3.9 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 and dlt-init-openapi
First you need to install the dlt-init-openapi cli tool.
pip install dlt-init-openapi
The dlt-init-openapi cli is a powerful generator which you can use to turn any OpenAPI spec into a dlt source to ingest data from that api. The quality of the generator source is dependent on how well the API is designed and how accurate the OpenAPI spec you are using is. You may need to make tweaks to the generated code, you can learn more about this here.
# generate pipeline
# NOTE: add_limit adds a global limit, you can remove this later
# NOTE: you will need to select which endpoints to render, you
# can just hit Enter and all will be rendered.
dlt-init-openapi keap --url https://raw.githubusercontent.com/dlt-hub/openapi-specs/main/open_api_specs/Business/keap.yaml --global-limit 2
cd keap_pipeline
# install generated requirements
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>=0.4.12
You now have the following folder structure in your project:
keap_pipeline/
├── .dlt/
│ ├── config.toml # configs for your pipeline
│ └── secrets.toml # secrets for your pipeline
├── rest_api/ # The rest api verified source
│ └── ...
├── keap/
│ └── __init__.py # TODO: possibly tweak this file
├── keap_pipeline.py # your main pipeline script
├── requirements.txt # dependencies for your pipeline
└── .gitignore # ignore files for git (not required)
1.1. Tweak keap/__init__.py
This file contains the generated configuration of your rest_api. You can continue with the next steps and leave it as is, but you might want to come back here and make adjustments if you need your rest_api source set up in a different way. The generated file for the keap source will look like this:
Click to view full file (1146 lines)
from typing import List
import dlt
from dlt.extract.source import DltResource
from rest_api import rest_api_source
from rest_api.typing import RESTAPIConfig
@dlt.source(name="keap_source", max_table_nesting=2)
def keap_source(
base_url: str = dlt.config.value,
) -> List[DltResource]:
# source configuration
source_config: RESTAPIConfig = {
"client": {
"base_url": base_url,
"paginator": {
"type":
"offset",
"limit":
20,
"offset_param":
"offset",
"limit_param":
"limit",
"total_path":
"count",
},
},
"resources":
[
# Retrieves a list of all affiliates
{
"name": "list_affiliates_using_get",
"table_name": "affiliate",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "affiliates",
"path": "/v1/affiliates",
"params": {
# the parameters below can optionally be configured
# "code": "OPTIONAL_CONFIG",
# "contact_id": "OPTIONAL_CONFIG",
# "name": "OPTIONAL_CONFIG",
# "order": "OPTIONAL_CONFIG",
# "order_direction": "OPTIONAL_CONFIG",
# "parent_id": "OPTIONAL_CONFIG",
# "program_id": "OPTIONAL_CONFIG",
# "status": "OPTIONAL_CONFIG",
},
}
},
# Retrieve a single affiliate
{
"name": "get_affiliate_using_get",
"table_name": "affiliate",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "$",
"path": "/v1/affiliates/{id}",
"params": {
"id": {
"type": "resolve",
"resource": "list_affiliates_using_get",
"field": "id",
},
},
}
},
# Retrieve a list of Commissions based on Affiliate or Date Range
{
"name": "list_commissions_using_get",
"table_name": "affiliate_commission",
"endpoint": {
"data_selector": "commissions",
"path": "/v1/affiliates/commissions",
"params": {
# the parameters below can optionally be configured
# "affiliateId": "OPTIONAL_CONFIG",
# "order": "OPTIONAL_CONFIG",
# "order_direction": "OPTIONAL_CONFIG",
# "since": "OPTIONAL_CONFIG",
# "until": "OPTIONAL_CONFIG",
},
}
},
# Retrieve a list of Commission Programs
{
"name": "list_programs_using_get",
"table_name": "affiliate_program",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "programs",
"path": "/v1/affiliates/programs",
"params": {
# the parameters below can optionally be configured
# "affiliate_id": "OPTIONAL_CONFIG",
# "order": "OPTIONAL_CONFIG",
# "order_direction": "OPTIONAL_CONFIG",
},
}
},
# Retrieves a list of all affiliate redirects
{
"name": "list_affiliate_redirect_links_using_get",
"table_name": "affiliate_redirect",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "redirects",
"path": "/v1/affiliates/redirectlinks",
"params": {
# the parameters below can optionally be configured
# "affiliate_id": "OPTIONAL_CONFIG",
# "order": "OPTIONAL_CONFIG",
# "order_direction": "OPTIONAL_CONFIG",
},
}
},
# Retrieve a list of affiliate summaries
{
"name": "list_summaries_using_get",
"table_name": "affiliate_summary",
"endpoint": {
"data_selector": "summaries",
"path": "/v1/affiliates/summaries",
"params": {
# the parameters below can optionally be configured
# "affiliate_ids": "OPTIONAL_CONFIG",
# "order": "OPTIONAL_CONFIG",
# "order_direction": "OPTIONAL_CONFIG",
},
}
},
# Retrieves all appointments for the authenticated user
{
"name": "list_appointments_using_get",
"table_name": "appointment",
"endpoint": {
"data_selector": "appointments",
"path": "/v1/appointments",
"params": {
# the parameters below can optionally be configured
# "contact_id": "OPTIONAL_CONFIG",
# "since": "OPTIONAL_CONFIG",
# "until": "OPTIONAL_CONFIG",
},
}
},
# Retrieves a specific appointment with respect to user permissions. The authenticated user will need the "can view all records" permission for Task/Appt/Notes
{
"name": "get_appointment_using_get",
"table_name": "appointment",
"endpoint": {
"data_selector": "$",
"path": "/v1/appointments/{appointmentId}",
"params": {
"appointmentId": "FILL_ME_IN", # TODO: fill in required path parameter
},
}
},
# Retrieves all campaigns for the authenticated user
{
"name": "list_campaigns_using_get",
"table_name": "campaign",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "campaigns",
"path": "/v1/campaigns",
"params": {
# the parameters below can optionally be configured
# "order": "OPTIONAL_CONFIG",
# "order_direction": "OPTIONAL_CONFIG",
# "search_text": "OPTIONAL_CONFIG",
},
}
},
# Retrieves a single campaign
{
"name": "get_campaign_using_get",
"table_name": "campaign_with_stats",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "$",
"path": "/v1/campaigns/{campaignId}",
"params": {
"campaignId": {
"type": "resolve",
"resource": "list_campaigns_using_get",
"field": "id",
},
# the parameters below can optionally be configured
# "optional_properties": "OPTIONAL_CONFIG",
},
}
},
# Retrieves a list of all companies
{
"name": "list_companies_using_get",
"table_name": "company",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "companies",
"path": "/v1/companies",
"params": {
# the parameters below can optionally be configured
# "company_name": "OPTIONAL_CONFIG",
# "optional_properties": "OPTIONAL_CONFIG",
# "order": "OPTIONAL_CONFIG",
# "order_direction": "OPTIONAL_CONFIG",
},
}
},
# Retrieves a single company
{
"name": "get_company_using_get",
"table_name": "company",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "$",
"path": "/v1/companies/{companyId}",
"params": {
"companyId": {
"type": "resolve",
"resource": "list_companies_using_get",
"field": "id",
},
# the parameters below can optionally be configured
# "optional_properties": "OPTIONAL_CONFIG",
},
}
},
# List all Credit Cards on a contact
{
"name": "list_credit_cards_using_get",
"table_name": "contact_credit_card",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "$",
"path": "/v1/contacts/{contactId}/creditCards",
"params": {
"contactId": {
"type": "resolve",
"resource": "list_contacts_using_get",
"field": "id",
},
},
}
},
# Retrieves a list of tags applied to a given contact
{
"name": "list_applied_tags_using_get",
"table_name": "contact_tag",
"endpoint": {
"data_selector": "tags",
"path": "/v1/contacts/{contactId}/tags",
"params": {
"contactId": {
"type": "resolve",
"resource": "list_contacts_using_get",
"field": "id",
},
},
}
},
{
"name": "list_countries_using_get",
"table_name": "country",
"endpoint": {
"data_selector": "countries",
"path": "/v1/locales/countries",
}
},
# Get the custom fields for the Affiliate object
{
"name": "retrieve_affiliate_model_using_get",
"table_name": "custom_field_meta_data",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "custom_fields",
"path": "/v1/affiliates/model",
}
},
# Get the custom fields for the Appointment object
{
"name": "retrieve_appointment_model_using_get",
"table_name": "custom_field_meta_data",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "custom_fields",
"path": "/v1/appointments/model",
}
},
# Get the custom fields and optional properties for the Company object
{
"name": "retrieve_company_model_using_get",
"table_name": "custom_field_meta_data",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "custom_fields",
"path": "/v1/companies/model",
}
},
# Get the custom fields and optional properties for the Contact object
{
"name": "retrieve_contact_model_using_get",
"table_name": "custom_field_meta_data",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "custom_fields",
"path": "/v1/contacts/model",
}
},
# Get the custom fields for the Note object
{
"name": "retrieve_note_model_using_get",
"table_name": "custom_field_meta_data",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "custom_fields",
"path": "/v1/notes/model",
}
},
# Get the custom fields for the Opportunity object
{
"name": "retrieve_opportunity_model_using_get",
"table_name": "custom_field_meta_data",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "custom_fields",
"path": "/v1/opportunities/model",
}
},
# Get the custom fields for the Order object
{
"name": "retrieve_order_model_using_get",
"table_name": "custom_field_meta_data",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "custom_fields",
"path": "/v1/orders/model",
}
},
# Get the custom fields for the Subscription object
{
"name": "retrieve_subscription_model_using_get",
"table_name": "custom_field_meta_data",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "custom_fields",
"path": "/v1/subscriptions/model",
}
},
# Get the custom fields for the Task object
{
"name": "retrieve_task_model_using_get",
"table_name": "custom_field_meta_data",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "custom_fields",
"path": "/v1/tasks/model",
}
},
{
"name": "default_options_using_get",
"table_name": "default_option",
"endpoint": {
"data_selector": "contact_types",
"path": "/v1/locales/defaultOptions",
}
},
# Retrieves a list of all orders using the specified search criteria. Each order may or may not have items. Potential values for order status:`DRAFT`, `SENT`, `VIEWED`, `PAID`
{
"name": "list_orders_using_get",
"table_name": "ecommerce_reporting_order",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "orders",
"path": "/v1/orders",
"params": {
# the parameters below can optionally be configured
# "contact_id": "OPTIONAL_CONFIG",
# "order": "OPTIONAL_CONFIG",
# "paid": "OPTIONAL_CONFIG",
# "product_id": "OPTIONAL_CONFIG",
# "since": "OPTIONAL_CONFIG",
# "until": "OPTIONAL_CONFIG",
},
}
},
# Retrieves a single order. The order may or may not have items. Potential values for order status:`DRAFT`, `SENT`, `VIEWED`, `PAID`
{
"name": "get_order_using_get",
"table_name": "ecommerce_reporting_order",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "$",
"path": "/v1/orders/{orderId}",
"params": {
"orderId": {
"type": "resolve",
"resource": "list_orders_using_get",
"field": "id",
},
},
}
},
# Retrieves a list of all transactions on a given order using the specified search criteria
{
"name": "list_transactions_for_order_using_get",
"table_name": "ecommerce_reporting_transaction",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "transactions",
"path": "/v1/orders/{orderId}/transactions",
"params": {
"orderId": {
"type": "resolve",
"resource": "list_orders_using_get",
"field": "id",
},
# the parameters below can optionally be configured
# "contact_id": "OPTIONAL_CONFIG",
# "since": "OPTIONAL_CONFIG",
# "until": "OPTIONAL_CONFIG",
},
}
},
# Retrieves a list transactions for a given contact
{
"name": "list_transactions_using_get",
"table_name": "ecommerce_reporting_transaction",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "transactions",
"path": "/v1/transactions",
"params": {
# the parameters below can optionally be configured
# "contact_id": "OPTIONAL_CONFIG",
# "since": "OPTIONAL_CONFIG",
# "until": "OPTIONAL_CONFIG",
},
}
},
# Retrieves a single transaction
{
"name": "get_transaction_using_get",
"table_name": "ecommerce_reporting_transaction",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "$",
"path": "/v1/transactions/{transactionId}",
"params": {
"transactionId": {
"type": "resolve",
"resource": "list_transactions_using_get",
"field": "id",
},
},
}
},
# List Emails that have been sent to a Contact
{
"name": "list_emails_for_contact_using_get",
"table_name": "email_sent_query_result",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "emails",
"path": "/v1/contacts/{contactId}/emails",
"params": {
"contactId": {
"type": "resolve",
"resource": "list_contacts_using_get",
"field": "id",
},
# the parameters below can optionally be configured
# "email": "OPTIONAL_CONFIG",
},
}
},
# Retrieve a list of emails that have been sent Keap is currently investigating an issue with degraded performance of this endpoint with very large (millions of records) record sets
{
"name": "list_emails_using_get",
"table_name": "email_sent_query_result",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "emails",
"path": "/v1/emails",
"params": {
# the parameters below can optionally be configured
# "contact_id": "OPTIONAL_CONFIG",
# "email": "OPTIONAL_CONFIG",
# "ordered": "true",
# "since_sent_date": "OPTIONAL_CONFIG",
# "until_sent_date": "OPTIONAL_CONFIG",
},
}
},
# Retrieves a single email that has been sent
{
"name": "get_email_using_get",
"table_name": "email_sent_query_result_with_content",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "$",
"path": "/v1/emails/{id}",
"params": {
"id": {
"type": "resolve",
"resource": "list_emails_using_get",
"field": "id",
},
},
}
},
# List the available types of Events that can be listened to
{
"name": "list_hook_event_types",
"table_name": "event_key",
"endpoint": {
"data_selector": "$",
"path": "/v1/hooks/event_keys",
}
},
# Retrieves a list of all files
{
"name": "list_files_using_get",
"table_name": "file_descriptor",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "files",
"path": "/v1/files",
"params": {
# the parameters below can optionally be configured
# "contact_id": "OPTIONAL_CONFIG",
# "name": "OPTIONAL_CONFIG",
# "permission": "OPTIONAL_CONFIG",
# "type": "OPTIONAL_CONFIG",
# "viewable": "OPTIONAL_CONFIG",
},
}
},
# Retrieves metadata about a specific file. Optionally returns the base64 encoded file data.
{
"name": "get_file_using_get",
"table_name": "file_information",
"endpoint": {
"data_selector": "$",
"path": "/v1/files/{fileId}",
"params": {
"fileId": {
"type": "resolve",
"resource": "list_files_using_get",
"field": "id",
},
# the parameters below can optionally be configured
# "optional_properties": "OPTIONAL_CONFIG",
},
}
},
# Retrieves a single contact
{
"name": "get_contact_using_get",
"table_name": "full_contact",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "$",
"path": "/v1/contacts/{id}",
"params": {
"id": {
"type": "resolve",
"resource": "list_contacts_using_get",
"field": "id",
},
# the parameters below can optionally be configured
# "optional_properties": "OPTIONAL_CONFIG",
},
}
},
# Retrieves a list of payments made against a given order, including historical or external payments of cash or credit card.
{
"name": "list_order_payments_using_get",
"table_name": "invoice_payment",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "$",
"path": "/v1/orders/{orderId}/payments",
"params": {
"orderId": {
"type": "resolve",
"resource": "list_orders_using_get",
"field": "id",
},
},
}
},
# Retrieves a list of all merchant accounts
{
"name": "get_merchant_accounts_using_get",
"table_name": "merchant",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "merchant_accounts",
"path": "/v1/merchants",
}
},
# Retrieves a list of all notes
{
"name": "list_notes_using_get",
"table_name": "note",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "notes",
"path": "/v1/notes",
"params": {
# the parameters below can optionally be configured
# "contact_id": "OPTIONAL_CONFIG",
# "user_id": "OPTIONAL_CONFIG",
},
}
},
# Retrieves a single note
{
"name": "get_note_using_get",
"table_name": "note",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "$",
"path": "/v1/notes/{noteId}",
"params": {
"noteId": {
"type": "resolve",
"resource": "list_notes_using_get",
"field": "id",
},
},
}
},
# Retrieves a list of all opportunities. Please note: the sample response erroneously shows properties, such as _stage reasons_, that are unavailable through the list endpoint. Such properties are only available through the retrieve operation. Future versions of the Opportunity resource will correct the oversight.
{
"name": "list_opportunities_using_get",
"table_name": "opportunity",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "opportunities",
"path": "/v1/opportunities",
"params": {
# the parameters below can optionally be configured
# "order": "OPTIONAL_CONFIG",
# "search_term": "OPTIONAL_CONFIG",
# "stage_id": "OPTIONAL_CONFIG",
# "user_id": "OPTIONAL_CONFIG",
},
}
},
# Retrives a single opportunity
{
"name": "get_opportunity_using_get",
"table_name": "opportunity",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "$",
"path": "/v1/opportunities/{opportunityId}",
"params": {
"opportunityId": {
"type": "resolve",
"resource": "list_opportunities_using_get",
"field": "id",
},
# the parameters below can optionally be configured
# "optional_properties": "OPTIONAL_CONFIG",
},
}
},
# Retrieves a list of all products
{
"name": "list_products_using_get",
"table_name": "product",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "products",
"path": "/v1/products",
"params": {
# the parameters below can optionally be configured
# "active": "OPTIONAL_CONFIG",
},
}
},
{
"name": "retrieve_product_using_get",
"table_name": "product",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "$",
"path": "/v1/products/{productId}",
"params": {
"productId": {
"type": "resolve",
"resource": "list_products_using_get",
"field": "id",
},
},
}
},
# The Sync endpoint returns a set of products that have been updated or created since the last result set was retrieved, minus any products that have been deleted.
{
"name": "list_products_from_sync_token_using_get",
"table_name": "product_status",
"endpoint": {
"data_selector": "product_statuses",
"path": "/v1/products/sync",
"params": {
# the parameters below can optionally be configured
# "sync_token": "OPTIONAL_CONFIG",
},
}
},
{
"name": "retrieve_product_subscription_using_get",
"table_name": "product_subscription",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "$",
"path": "/v1/products/{productId}/subscriptions/{subscriptionId}",
"params": {
"subscriptionId": {
"type": "resolve",
"resource": "list_products_using_get",
"field": "id",
},
"productId": "FILL_ME_IN", # TODO: fill in required path parameter
},
}
},
# Retrieves profile/company info for an account.
{
"name": "get_account_profile_using_get",
"table_name": "profile",
"endpoint": {
"data_selector": "business_goals",
"path": "/v1/account/profile",
}
},
{
"name": "list_countries_using_get_1",
"table_name": "province",
"endpoint": {
"data_selector": "provinces",
"path": "/v1/locales/countries/{countryCode}/provinces",
"params": {
"countryCode": "FILL_ME_IN", # TODO: fill in required path parameter
},
}
},
# Retrieves a list of all affiliate clawbacks
{
"name": "list_affiliate_clawbacks_using_get",
"table_name": "rest_affiliate_clawback",
"endpoint": {
"data_selector": "clawbacks",
"path": "/v1/affiliates/{affiliateId}/clawbacks",
"params": {
"affiliateId": {
"type": "resolve",
"resource": "list_affiliates_using_get",
"field": "id",
},
# the parameters below can optionally be configured
# "order": "OPTIONAL_CONFIG",
# "order_direction": "OPTIONAL_CONFIG",
# "since": "OPTIONAL_CONFIG",
# "until": "OPTIONAL_CONFIG",
},
}
},
# Retrieves a list of all affiliate payments
{
"name": "list_payments_using_get",
"table_name": "rest_affiliate_payment",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "payments",
"path": "/v1/affiliates/{affiliateId}/payments",
"params": {
"affiliateId": {
"type": "resolve",
"resource": "list_affiliates_using_get",
"field": "id",
},
# the parameters below can optionally be configured
# "order": "OPTIONAL_CONFIG",
# "order_direction": "OPTIONAL_CONFIG",
# "since": "OPTIONAL_CONFIG",
# "until": "OPTIONAL_CONFIG",
},
}
},
# Get the properties for the current application's configuration
{
"name": "get_configuration_using_get",
"table_name": "rest_application_configuration",
"endpoint": {
"data_selector": "$",
"path": "/v1/setting/application/configuration",
}
},
# Lists your hook subscriptions.
{
"name": "list_stored_hook_subscriptions",
"table_name": "rest_hook",
"endpoint": {
"data_selector": "$",
"path": "/v1/hooks",
}
},
# Retrieves an existing hook subscription and its status. If your hook subscription becomes inactive, you may request an activation attempt via [Verify a Hook Subscription](#!/REST_Hooks/verify_a_hook_subscription).
{
"name": "retrieve_a_hook_subscription",
"table_name": "rest_hook",
"primary_key": "key",
"write_disposition": "merge",
"endpoint": {
"data_selector": "$",
"path": "/v1/hooks/{key}",
"params": {
"key": {
"type": "resolve",
"resource": "list_stored_hook_subscriptions",
"field": "key",
},
},
}
},
# Retrieves a list of all contacts
{
"name": "list_contacts_using_get",
"table_name": "rest_partial_contact",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "contacts",
"path": "/v1/contacts",
"params": {
# the parameters below can optionally be configured
# "email": "OPTIONAL_CONFIG",
# "family_name": "OPTIONAL_CONFIG",
# "given_name": "OPTIONAL_CONFIG",
# "optional_properties": "OPTIONAL_CONFIG",
# "order": "OPTIONAL_CONFIG",
# "order_direction": "OPTIONAL_CONFIG",
# "since": "OPTIONAL_CONFIG",
# "until": "OPTIONAL_CONFIG",
},
}
},
# Retrieves a list of all users
{
"name": "list_users_using_get",
"table_name": "rest_user",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "users",
"path": "/v1/users",
"params": {
# the parameters below can optionally be configured
# "include_inactive": "OPTIONAL_CONFIG",
# "include_partners": "OPTIONAL_CONFIG",
},
}
},
# Retrieves a list of all opportunity stages with pipeline details
{
"name": "list_opportunity_stage_pipelines_using_get",
"table_name": "sales_pipeline",
"endpoint": {
"data_selector": "$",
"path": "/v1/opportunity/stage_pipeline",
}
},
# Retrieves whether the application is enabled
{
"name": "get_application_enabled_using_get",
"table_name": "setting",
"endpoint": {
"data_selector": "$",
"path": "/v1/setting/application/enabled",
}
},
# Lists the Contact types in a comma-separated list. *Note:* This is now provided by GET /setting/application/configuration
{
"name": "get_contact_option_types_using_get",
"table_name": "setting",
"endpoint": {
"data_selector": "$",
"path": "/v1/setting/contact/optionTypes",
}
},
# Retrieves a HTML snippet that contains the user's email signature.
{
"name": "get_user_signature_using_get",
"table_name": "signature",
"endpoint": {
"data_selector": "$",
"path": "/v1/users/{userId}/signature",
"params": {
"userId": {
"type": "resolve",
"resource": "list_users_using_get",
"field": "id",
},
},
}
},
# Retrieves a list of all subcriptions using the specified search criteria.
{
"name": "list_subscriptions_using_get",
"table_name": "subscription",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "subscriptions",
"path": "/v1/subscriptions",
"params": {
# the parameters below can optionally be configured
# "contact_id": "OPTIONAL_CONFIG",
},
}
},
# Retrieve a list of tags defined in the application
{
"name": "list_tags_using_get",
"table_name": "tag",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "tags",
"path": "/v1/tags",
"params": {
# the parameters below can optionally be configured
# "category": "OPTIONAL_CONFIG",
# "name": "OPTIONAL_CONFIG",
},
}
},
# Retrieves a single tag
{
"name": "get_tag_using_get",
"table_name": "tag",
"primary_key": "id",
"write_disposition": "merge",
"endpoint": {
"data_selector": "$",
"path": "/v1/tags/{id}",
"params": {
"id": {
"type": "resolve",
"resource": "list_tags_using_get",
"field": "id",
},
},
}
},
# Retrieves a list of companies that have the given tag applied
{
"name": "list_companies_for_tag_id_using_get",
"table_name": "tagged_company",
"endpoint": {
"data_selector": "companies",
"path": "/v1/tags/{tagId}/companies",
"params": {
"tagId": {
"type": "resolve",
"resource": "list_tags_using_get",
"field": "id",
},
},
}
},
# Retrieves a list of contacts that have the given tag applied
{
"name": "list_contacts_for_tag_id_using_get",
"table_name": "tagged_contact",
"endpoint": {
"data_selector": "contacts",
"path": "/v1/tags/{tagId}/contacts",
"params": {
"tagId": {
"type": "resolve",
"resource": "list_tags_using_get",
"field": "id",
},
},
}
},
# Retrieves a list of all tasks using the specified search criteria
{
"name": "list_tasks_using_get",
"table_name": "task",
"endpoint": {
"data_selector": "tasks",
"path": "/v1/tasks",
"params": {
# the parameters below can optionally be configured
# "completed": "OPTIONAL_CONFIG",
# "contact_id": "OPTIONAL_CONFIG",
# "has_due_date": "OPTIONAL_CONFIG",
# "order": "OPTIONAL_CONFIG",
# "since": "OPTIONAL_CONFIG",
# "until": "OPTIONAL_CONFIG",
# "user_id": "OPTIONAL_CONFIG",
},
}
},
# Retrieves Tasks belonging to the authenticated user using the specified search criteria
{
"name": "list_tasks_for_current_user_using_get",
"table_name": "task",
"endpoint": {
"data_selector": "tasks",
"path": "/v1/tasks/search",
"params": {
# the parameters below can optionally be configured
# "completed": "OPTIONAL_CONFIG",
# "contact_id": "OPTIONAL_CONFIG",
# "has_due_date": "OPTIONAL_CONFIG",
# "order": "OPTIONAL_CONFIG",
# "since": "OPTIONAL_CONFIG",
# "until": "OPTIONAL_CONFIG",
# "user_id": "OPTIONAL_CONFIG",
},
}
},
# Retrieves a single task
{
"name": "get_task_using_get",
"table_name": "task",
"endpoint": {
"data_selector": "$",
"path": "/v1/tasks/{taskId}",
"params": {
"taskId": "FILL_ME_IN", # TODO: fill in required path parameter
},
}
},
# Retrieves information for the current authenticated end-user, as outlined by the [OpenID Connect specification](http://openid.net/specs/openid-connect-core-1_0.html#UserInfo).
{
"name": "get_user_info_using_get",
"table_name": "user_info_dto",
"endpoint": {
"data_selector": "$",
"path": "/v1/oauth/connect/userinfo",
}
},
]
}
return rest_api_source(source_config)
2. Configuring your source and destination credentials
info
dlt-init-openapi will try to detect which authentication mechanism (if any) is used by the API in question and add a placeholder in your secrets.toml.
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
[runtime]
log_level="INFO"
[sources.keap]
# Base URL for the API
base_url = "https://api.infusionsoft.com/crm/rest"
generated secrets.toml
[sources.keap]
# secrets for your keap source
# example_api_key = "example value"
2.1. Adjust the generated code to your usecase
Further help setting up your source and destinations
At this time, the dlt-init-openapi cli tool will always create pipelines that load to a local duckdb instance. Switching to a different destination is trivial, all you need to do is change the destination parameter in keap_pipeline.py to filesystem and supply the credentials as outlined in the destination doc linked below.
The default filesystem destination is configured to connect to AWS S3. To load to Azure Cloud Storage, update the [destination.filesystem.credentials] section in your secrets.toml.
[destination.filesystem.credentials]
azure_storage_account_name="Please set me up!"
azure_storage_account_key="Please set me up!"
By default, the filesystem destination will store your files as JSONL. You can tell your pipeline to choose a different format with the loader_file_format property that you can set directly on the pipeline or via your config.toml. Available values are jsonl, parquet and csv:
[pipeline] # in ./dlt/config.toml
loader_file_format="parquet"
3. Running your pipeline for the first time
The dlt cli has also created a main pipeline script for you at keap_pipeline.py, as well as a folder keap 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:
import dlt
from keap import keap_source
if __name__ == "__main__":
pipeline = dlt.pipeline(
pipeline_name="keap_pipeline",
destination='duckdb',
dataset_name="keap_data",
progress="log",
export_schema_path="schemas/export"
)
source = keap_source()
info = pipeline.run(source)
print(info)
Provided you have set up your credentials, you can run your pipeline like a regular python script with the following command:
python keap_pipeline.py
4. Inspecting your load result
You can now inspect the state of your pipeline with the dlt cli:
dlt pipeline keap_pipeline info
You can also use streamlit to inspect the contents of your Azure Cloud Storage destination for this:
# install streamlit
pip install streamlit
# run the streamlit app for your pipeline with the dlt cli:
dlt pipeline keap_pipeline 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: Learn how to deploy your
dltpipeline using GitHub Actions, a CI/CD runner that you can use for free. Follow the guide here. - Deploy with Airflow: Use Google Composer, a managed Airflow environment provided by Google, to deploy your
dltpipeline. Detailed instructions can be found here. - Deploy with Google Cloud Functions: Discover how to deploy your
dltpipeline using Google Cloud Functions. The step-by-step guide is available here. - Explore other deployment options: Find additional methods and detailed guides for deploying your
dltpipeline here.
The running in production section will teach you about:
- How to Monitor your pipeline: Learn how to effectively monitor your
dltpipeline in production to ensure smooth and efficient operations. How to Monitor your pipeline - Set up alerts: Setting up alerts allows you to be notified of any issues or anomalies in your pipeline, enabling quick responses to potential problems. Set up alerts
- Set up tracing: Implementing tracing helps you track the progress and performance of your pipeline, providing detailed insights into each step of the process. And set up tracing
Available Sources and Resources
For this verified source the following sources and resources are available
Source Keap
Keap source for CRM, marketing, sales, and e-commerce data integration.
| Resource Name | Write Disposition | Description |
|---|---|---|
full_contact | append | Comprehensive contact details of individuals |
province | append | Administrative divisions within a country |
profile | append | Detailed profiles of contacts or users |
invoice_payment | append | Records of payments made towards invoices |
company | append | Information about companies |
rest_affiliate_clawback | append | Details of affiliate clawbacks |
rest_hook | append | Configuration of webhooks for event notifications |
email_sent_query_result | append | Data on emails that have been sent |
affiliate | append | Information about affiliates |
sales_pipeline | append | Data representing the sales pipeline |
task | append | Tasks and activities within the platform |
rest_partial_contact | append | Partial contact information |
product | append | Details about products |
campaign_with_stats | append | Marketing campaigns along with their statistics |
country | append | Information about countries |
email_sent_query_result_with_content | append | Data on emails sent, including content |
signature | append | Electronic signatures associated with documents or transactions |
ecommerce_reporting_transaction | append | Transactions reported in e-commerce |
opportunity | append | Sales opportunities and related details |
affiliate_summary | append | Summary information about affiliates |
rest_affiliate_payment | append | Payments made to affiliates |
user_info_dto | append | Data transfer object containing user information |
contact_credit_card | append | Credit card details associated with contacts |
contact_tag | append | Tags assigned to contacts |
custom_field_meta_data | append | Metadata for custom fields |
file_descriptor | append | Descriptions of files stored in the platform |
affiliate_redirect | append | Redirects associated with affiliate links |
tagged_contact | append | Contacts that have been tagged |
tagged_company | append | Companies that have been tagged |
rest_application_configuration | append | Configuration settings for the application |
setting | append | Various settings within the platform |
subscription | append | Subscription details for services or products |
campaign | append | Marketing campaigns |
event_key | append | Keys associated with events |
product_subscription | append | Subscriptions specific to products |
merchant | append | Information about merchants |
appointment | append | Scheduled appointments |
rest_user | append | User information |
default_option | append | Default options for various settings |
affiliate_commission | append | Commissions earned by affiliates |
affiliate_program | append | Details of affiliate programs |
product_status | append | Status information of products |
note | append | Notes associated with contacts, companies, or opportunities |
ecommerce_reporting_order | append | Orders reported in e-commerce |
file_information | append | Information about files stored in the platform |
tag | append | Tags used within the platform to categorize and organize contacts, companies, or other entities |
Additional pipeline guides
- Load data from MySQL to Snowflake in python with dlt
- Load data from Notion to Snowflake in python with dlt
- Load data from Imgur to The Local Filesystem in python with dlt
- Load data from Qualtrics to AWS Athena in python with dlt
- Load data from Zendesk to DuckDB in python with dlt
- Load data from MongoDB to DuckDB in python with dlt
- Load data from Adobe Analytics to AWS Athena in python with dlt
- Load data from Clubhouse to Azure Synapse in python with dlt
- Load data from Spotify to MotherDuck in python with dlt
- Load data from Shopify to The Local Filesystem in python with dlt