This page provides you with instructions on how to extract data from Pipedrive and load it into Snowflake. (If this manual process sounds onerous, check out Stitch, which can do all the heavy lifting for you in just a few clicks.)
What is Pipedrive?
Pipedrive is a CRM and sales pipeline platform designed to help small teams manage long sales processes. Organizations can set goals, plan activities, and monitor deals. Pipedrive also offers reporting tools to monitor individual and team targets and analyze sales data.
What is Snowflake?
Snowflake is a cloud-based data warehouse implemented as a managed service. It runs on the Amazon Web Services architecture using EC2 and S3 instances. Snowflake is designed to be fast, flexible, and easy to work with. For instance, for query processing, Snowflake creates virtual warehouses that run on separate compute clusters, so querying one virtual warehouse doesn't slow down the others.
Getting data out of Pipedrive
Pipedrive provides a RESTful API that lets developers get at organization, people, message, and other information stored in the platform. For example, to get information about an organization using the Pipedrive API, you would call
Preparing Pipedrive data
If you don't already have a data structure in which to store the data you retrieve, you'll have to create a schema for your data tables. Then, for each value in the response, you'll need to identify a predefined datatype (INTEGER, DATETIME, etc.) and build a table that can receive them. Pipedrive's documentation should tell you what fields are provided by each endpoint, along with their corresponding datatypes.
Complicating things is the fact that the records retrieved from the source may not always be "flat" – some of the objects may actually be lists. In these cases you'll likely have to create additional tables to capture the unpredictable cardinality in each record.
Preparing data for Snowflake
Depending on the structure of your data, you may need to prepare it for loading. Look at the supported data types for Snowflake and make sure that the data you've got will map neatly to them.
Note that you don't need to define a schema in advance when loading JSON data into Snowflake.
Loading data into Snowflake
The Snowflake documentation's Data Loading Overview section can help you with the task of loading your data. If you're not loading a lot of data, you might be able to use the data loading wizard in the Snowflake web UI, but chances are the limitations on that tool will make it a non-starter as a reliable ETL solution. Alternatively, there are two main steps for getting data into Snowflake:
- Use the PUT command to stage files.
- Use the COPY INTO table command to load prepared data into an awaiting table.
You’ll have the option of copying from your local drive or from Amazon S3. One of Snowflake's slick features lets you make a virtual warehouse that can power the insertion process.
Keeping Pipedrive data up to date
At this point you've coded up a script or written a program to get the data you want and successfully moved it into your data warehouse. But how will you load new or updated data? It's not a good idea to replicate all of your data each time you have updated records. That process would be painfully slow and resource-intensive.
The key is to build your script in such a way that it can identify incremental updates to your data. You may be able to use DATETIME fields to identify records that are new since your last update (or since the newest record you've copied). Once you've take new data into account, you can set your script up as a cron job or continuous loop to keep pulling down new data as it appears.
Other data warehouse options
Snowflake is great, but sometimes you need to optimize for different things when you're choosing a data warehouse. Some folks choose to go with Amazon Redshift, Google BigQuery, PostgreSQL, or Microsoft Azure Synapse Analytics, which are RDBMSes that use similar SQL syntax, or Panoply, which works with Redshift instances. Others choose a data lake, like Amazon S3 or Delta Lake on Databricks. If you're interested in seeing the relevant steps for loading data into one of these platforms, check out To Redshift, To BigQuery, To Postgres, To Panoply, To Azure Synapse Analytics, To S3, and To Delta Lake.
Easier and faster alternatives
If all this sounds a bit overwhelming, don’t be alarmed. If you have all the skills necessary to go through this process, chances are building and maintaining a script like this isn’t a very high-leverage use of your time.
Thankfully, products like Stitch were built to move data from Pipedrive to Snowflake automatically. With just a few clicks, Stitch starts extracting your Pipedrive data, structuring it in a way that's optimized for analysis, and inserting that data into your Snowflake data warehouse.