Load Defacto data in Python using dltHub

Build a Defacto-to-database or-dataframe pipeline in Python using dlt with automatic Cursor support.

In this guide, we'll set up a complete Defacto data pipeline from API credentials to your first data load in just 10 minutes. You'll end up with a fully declarative Python pipeline based on dlt's REST API connector, like in the partial example code below:

Example code
@dlt.source def defacto_source(access_token=dlt.secrets.value): config: RESTAPIConfig = { "client": { "base_url": "https://api-sandbox.getdefacto.com/", "auth": { "type": "bearer", "token": access_token, }, }, "resources": [ hello,,bills,,loans ], } [...] yield from rest_api_resources(config) def get_data() -> None: # Connect to destination pipeline = dlt.pipeline( pipeline_name='defacto_pipeline', destination='duckdb', dataset_name='defacto_data', ) # Load the data load_info = pipeline.run(defacto_source()) print(load_info)

Why use dltHub Workspace with LLM Context to generate Python pipelines?

  • Accelerate pipeline development with AI-native context
  • Debug pipelines, validate schemas and data with the integrated Pipeline Dashboard
  • Build Python notebooks for end users of your data
  • Low maintenance thanks to Schema evolution with type inference, resilience and self documenting REST API connectors. A shallow learning curve makes the pipeline easy to extend by any team member
  • dlt is the tool of choice for Pythonic Iceberg Lakehouses, bringing mature data loading to pythonic Iceberg with or without catalogs

What you’ll do

We’ll show you how to generate a readable and easily maintainable Python script that fetches data from defacto’s API and loads it into Iceberg, DataFrames, files, or a database of your choice. Here are some of the endpoints you can load:

  • Basic Operations: Includes endpoints for managing loans, bills, payments, and invoices.
  • Webhooks: Facilitates real-time notifications of resource status changes.
  • Borrower Management: Encompasses endpoints for onboarding and managing borrowers.

You will then debug the Defacto pipeline using our Pipeline Dashboard tool to ensure it is copying the data correctly, before building a Notebook to explore your data and build reports.

Setup & steps to follow

💡

Before getting started, let's make sure Cursor is set up correctly:

Now you're ready to get started!

  1. ⚙️ Set up dlt Workspace

    Install dlt with duckdb support:

    pip install dlt[workspace]

    Initialize a dlt pipeline with Defacto support.

    dlt init dlthub:defacto duckdb

    The init command will setup the necessary files and folders for the next step.

  2. 🤠 Start LLM-assisted coding

    Here’s a prompt to get you started:

    Prompt
    Please generate a REST API Source for Defacto API, as specified in @defacto-docs.yaml Start with endpoints hello and and skip incremental loading for now. Place the code in defacto_pipeline.py and name the pipeline defacto_pipeline. If the file exists, use it as a starting point. Do not add or modify any other files. Use @dlt rest api as a tutorial. After adding the endpoints, allow the user to run the pipeline with python defacto_pipeline.py and await further instructions.
  3. 🔒 Set up credentials

    Authentication requires an API key to be included in the headers, specifically in the 'Authorization' header.

    To get the appropriate API keys, please visit the original source at https://www.getdefacto.com/. If you want to protect your environment secrets in a production environment, look into setting up credentials with dlt.

  4. 🏃‍♀️ Run the pipeline in the Python terminal in Cursor

    python defacto_pipeline.py

    If your pipeline runs correctly, you’ll see something like the following:

    Pipeline defacto load step completed in 0.26 seconds 1 load package(s) were loaded to destination duckdb and into dataset defacto_data The duckdb destination used duckdb:/defacto.duckdb location to store data Load package 1749667187.541553 is LOADED and contains no failed jobs
  5. 📈 Debug your pipeline and data with the Pipeline Dashboard

    Now that you have a running pipeline, you need to make sure it’s correct, so you do not introduce silent failures like misconfigured pagination or incremental loading errors. By launching the dlt Workspace Pipeline Dashboard, you can see various information about the pipeline to enable you to test it. Here you can see:

    • Pipeline overview: State, load metrics
    • Data’s schema: tables, columns, types, hints
    • You can query the data itself
    dlt pipeline defacto_pipeline show --dashboard
  6. 🐍 Build a Notebook with data explorations and reports

    With the pipeline and data partially validated, you can continue with custom data explorations and reports. To get started, paste the snippet below into a new marimo Notebook and ask your LLM to go from there. Jupyter Notebooks and regular Python scripts are supported as well.

    import dlt data = dlt.pipeline("defacto_pipeline").dataset() # get ell table as Pandas frame data.ell.df().head()

Running into errors?

Make sure to authenticate over HTTPS to avoid security risks. Be aware of the loan state machine and KYB requirements for borrowers. The API has specific requirements for invoice formats and loan requests. Additionally, timeouts can occur after 30 seconds, and URLs for requests may expire after 30 days.

Extra resources:

Next steps