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Loading Pipedrive Data to Redshift with Python's dlt Library

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This page provides technical documentation for using the open-source Python library, dlt, to load data from Pipedrive to Redshift. Pipedrive, a business messaging app, facilitates access to vital information. On the other hand, Redshift is Amazon's fully managed, petabyte-scale data warehouse service operating in the cloud, capable of scaling from a few hundred gigabytes to over a petabyte. By leveraging dlt, users can streamline the process of transferring data from Pipedrive to Redshift, enhancing data management and analysis capabilities. For more details on Pipedrive, visit https://pipedrive.com.

dlt Key Features​

  • Pipeline Metadata: dlt pipelines 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: dlt empowers 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. Read more: Adjust a schema docs.
  • Schema Evolution: dlt enables proactive governance by alerting users to schema changes. When modifications occur in the source data’s schema, such as table or column alterations, dlt notifies stakeholders. Read more about schema evolution.
  • Scaling and Finetuning: dlt offers several mechanisms and configuration options to scale up and finetune pipelines. This includes running extraction, normalization, and load in parallel, and finetuning the memory buffers, intermediary file sizes, and compression options. Read more about performance.
  • Community Support: dlt is a constantly growing library that supports many features and use cases needed by the community. You can join their Slack to find recent releases or discuss what you can build with dlt. Join the community.

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 Redshift:

pip install "dlt[redshift]"

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 Pipedrive to Redshift. You can run the following commands to create a starting point for loading data from Pipedrive to Redshift:

# create a new directory
mkdir pipedrive_pipeline
cd pipedrive_pipeline
# initialize a new pipeline with your source and destination
dlt init pipedrive redshift
# 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[redshift]>=0.3.5

You now have the following folder structure in your project:

pipedrive_pipeline/
├── .dlt/
│   ├── config.toml          # configs for your pipeline
│   └── secrets.toml         # secrets for your pipeline
├── pipedrive/                   # folder with source specific files
│   └── ...
├── pipedrive_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.pipedrive]
pipedrive_api_key = "pipedrive_api_key" # please set me up!

[destination.redshift.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 = 5439
connect_timeout = 15

2.1. Adjust the generated code to your usecase​

Further help setting up your source and destinations
  • Read more about setting up the Pipedrive source in our docs.
  • Read more about setting up the Redshift 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 pipedrive_pipeline.py, as well as a folder pipedrive 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 pipedrive import pipedrive_source


def load_pipedrive() -> None:
    """Constructs a pipeline that will load all pipedrive data"""
    # configure the pipeline with your destination details
    pipeline = dlt.pipeline(
        pipeline_name="pipedrive", destination='redshift', dataset_name="pipedrive_data"
    )
    load_info = pipeline.run(pipedrive_source())
    print(load_info)


def load_selected_data() -> None:
    """Shows how to load just selected tables using `with_resources`"""
    pipeline = dlt.pipeline(
        pipeline_name="pipedrive", destination='redshift', dataset_name="pipedrive_data"
    )
    # Use with_resources to select which entities to load
    # Note: `custom_fields_mapping` must be included to translate custom field hashes to corresponding names
    load_info = pipeline.run(
        pipedrive_source().with_resources(
            "products", "deals", "deals_participants", "custom_fields_mapping"
        )
    )
    print(load_info)
    # just to show how to access resources within source
    pipedrive_data = pipedrive_source()
    # print source info
    print(pipedrive_data)
    print()
    # list resource names
    print(pipedrive_data.resources.keys())
    print()
    # print `persons` resource info
    print(pipedrive_data.resources["persons"])
    print()
    # alternatively
    print(pipedrive_data.persons)


def load_from_start_date() -> None:
    """Example to incrementally load activities limited to items updated after a given date"""
    pipeline = dlt.pipeline(
        pipeline_name="pipedrive", destination='redshift', dataset_name="pipedrive_data"
    )

    # First source configure to load everything except activities from the beginning
    source = pipedrive_source()
    source.resources["activities"].selected = False

    # Another source configured to activities starting at the given date (custom_fields_mapping is included to translate custom field hashes to names)
    activities_source = pipedrive_source(
        since_timestamp="2023-03-01 00:00:00Z"
    ).with_resources("activities", "custom_fields_mapping")

    # Run the pipeline with both sources
    load_info = pipeline.run([source, activities_source])
    print(load_info)


if __name__ == "__main__":
    # run our main example
    # load_pipedrive()
    # load selected tables and display resource info
    # load_selected_data()
    # load activities updated since given date
    load_from_start_date()

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

python pipedrive_pipeline.py

4. Inspecting your load result​

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

dlt pipeline pipedrive info

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

# install streamlit
pip install streamlit
# run the streamlit app for your pipeline with the dlt cli:
dlt pipeline pipedrive 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 integrates seamlessly with Github Actions to automate your data loading pipelines. You can schedule your pipelines using cron schedule expressions and use additional flags for more control.
  • Deploy with Airflow: You can deploy your dlt pipelines using Airflow, a powerful open-source tool for managing complex computational workflows and data processing pipelines.
  • Deploy with Google Cloud Functions: dlt can also be deployed using Google Cloud Functions, a serverless execution environment for building and connecting cloud services.
  • Other Deployment Options: dlt provides flexibility with various deployment options. You can explore more about these options here.

The running in production section will teach you about:​

  • Monitor your pipeline: dlt provides comprehensive tools for monitoring your pipeline's performance and status. You can learn more about it here.
  • Set up alerts: With dlt, you can set up alerts to notify you of any issues or changes in your pipeline. Learn how to do it here.
  • Set up tracing: Tracing helps you track and understand the flow of data through your pipeline. dlt makes it easy to set up tracing, and you can learn how to do it here.

Available Sources and Resources​

For this verified source the following sources and resources are available

Source pipedrive​

Pipedrive source provides comprehensive data on sales activities, customer interactions, deals, and user information.

Resource NameWrite DispositionDescription
activitiesmergeRefers to scheduled events or tasks associated with deals, contacts, or organizations
custom_fields_mappingreplaceMapping for custom fields in Pipedrive
dealsmergePotential sale or transaction that you can track through various stages
deals_flowmergeRepresents the flow of deals in Pipedrive
deals_participantsmergeRepresents the participants of deals in Pipedrive
leadsmergeProspective customers or individuals that have shown interest in a company's products or services
organizationsmergeCompany or entity with which you have potential or existing business dealings
personsmergeIndividual contact or lead with whom sales deals can be associated
productsmergeGoods or services that a company sells, which can be associated with deals
usersmergeIndividual with a unique login credential who can access and use the platform

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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