Process & Analyze Customer.io Data in Databricks (AWS)

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData, AWS, and Databricks to perform data engineering and data science on live Customer.io Data.

Databricks is a cloud-based service that provides data processing capabilities through Apache Spark. When paired with the CData JDBC Driver, customers can use Databricks to perform data engineering and data science on live Customer.io data. This article explains how to host the CData JDBC Driver in AWS, as well as connect to and process live Customer.io data in Databricks.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Customer.io data. When you issue complex SQL queries to Customer.io, the driver pushes supported SQL operations, like filters and aggregations, directly to Customer.io and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Customer.io data using native data types.

Install the CData JDBC Driver in Databricks

To work with live Customer.io data in Databricks, install the driver on your Databricks cluster.

  1. Navigate to your Databricks administration screen and select the target cluster.
  2. On the Libraries tab, click "Install New."
  3. Select "Upload" as the Library Source and "Jar" as the Library Type.
  4. Upload the JDBC JAR file (cdata.jdbc.api.jar) from the installation location (typically C:\Program Files\CData[product_name]\lib).

Access Customer.io Data in your Notebook: Python

With the JAR file installed, we are ready to work with live Customer.io data in Databricks. Start by creating a new notebook in your workspace. Name the notebook, select Python as the language (though Scala is available as well), and choose the cluster where you installed the JDBC driver. When the notebook launches, we can configure the connection, query Customer.io, and create a basic report.

Configure the Connection to Customer.io

Connect to Customer.io by referencing the JDBC Driver class and constructing a connection string to use in the JDBC URL. Additionally, you will need to set the RTK property in the JDBC URL (unless you are using a Beta driver). You can view the licensing file included in the installation for information on how to set this property.

Step 1: Connection Information

driver = "cdata.jdbc.api.APIDriver"
url = "jdbc:api:RTK=5246...;Profile=C:\profiles\CustomerIO.apip;AuthScheme=APIKey;ProfileSettings="APIKey=your_api_key";"

Built-in Connection String Designer

For assistance in constructing the JDBC URL, use the connection string designer built into the Customer.io JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

java -jar cdata.jdbc.api.jar

Fill in the connection properties and copy the connection string to the clipboard.

Using API Key Authentication

To obtain your Customer.io App API Key, navigate to the Customer.io UI under Data & Integrations > Integrations > Customer.io API and generate your API key.

After setting the following connection properties, you are ready to connect:

  • AuthScheme: Set this to APIKey.
  • APIKey: Set this to your Customer.io App API Key.

Example Connection String

Profile=C:\profiles\CustomerIO.apip;AuthScheme=APIKey;ProfileSettings="APIKey=your_api_key";

Load Customer.io Data

Once you configure the connection, you can load Customer.io data as a dataframe using the CData JDBC Driver and the connection information.

Step 2: Reading the data

remote_table = spark.read.format ( "jdbc" ) \
	.option ( "driver" , driver) \
	.option ( "url" , url) \
	.option ( "dbtable" , "Customers") \
	.load ()

Display Customer.io Data

Check the loaded Customer.io data by calling the display function.

Step 3: Checking the result

display (remote_table.select (""))

Analyze Customer.io Data in Databricks

If you want to process data with Databricks SparkSQL, register the loaded data as a Temp View.

Step 4: Create a view or table

remote_table.createOrReplaceTempView ( "SAMPLE_VIEW" )

With the Temp View created, you can use SparkSQL to retrieve the Customer.io data for reporting, visualization, and analysis.

% sql

SELECT ,  FROM SAMPLE_VIEW ORDER BY  DESC LIMIT 5

The data from Customer.io is only available in the target notebook. If you want to use it with other users, save it as a table.

remote_table.write.format ( "parquet" ) .saveAsTable ( "SAMPLE_TABLE" )

Download a free, 30-day trial of the CData API Driver for JDBC and start working with your live Customer.io data in Databricks. Reach out to our Support Team if you have any questions.

Ready to get started?

Connect to live data from Customer.io with the API Driver

Connect to Customer.io