How to Build an ETL App for Freshsales Data in Python with CData

The rich ecosystem of Python modules lets you get to work quickly and integrate your systems more effectively. With the CData API Driver for Python and the petl framework, you can build Freshsales-connected applications and pipelines for extracting, transforming, and loading Freshsales data. This article shows how to connect to Freshsales with the CData Python Connector and use petl and pandas to extract, transform, and load Freshsales data.

With built-in, optimized data processing, the CData Python Connector offers unmatched performance for interacting with live Freshsales data in Python. When you issue complex SQL queries from Freshsales, the driver pushes supported SQL operations, like filters and aggregations, directly to Freshsales and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations).

Connecting to Freshsales Data

Connecting to Freshsales data looks just like connecting to any relational data source. Create a connection string using the required connection properties. For this article, you will pass the connection string as a parameter to the create_engine function.

Start by setting the Profile connection property to the location of the Freshsales Profile on disk (e.g. C:\profiles\Freshsales.apip). Next, set the ProfileSettings connection property to the connection string for Freshsales (see below).

Freshsales API Profile Settings

Retrieve your API Key from Profile Settings > API Settings in the top-right corner of Freshsales. Your Domain is the subdomain from your portal URL.

After installing the CData Freshsales Connector, follow the procedure below to install the other required modules and start accessing Freshsales through Python objects.

Install Required Modules

Use the pip utility to install the required modules and frameworks:

pip install petl
pip install pandas

Build an ETL App for Freshsales Data in Python

Once the required modules and frameworks are installed, we are ready to build our ETL app. Code snippets follow, but the full source code is available at the end of the article.

First, be sure to import the modules (including the CData Connector) with the following:

import petl as etl
import pandas as pd
import cdata.api as mod

You can now connect with a connection string. Use the connect function for the CData Freshsales Connector to create a connection for working with Freshsales data.

cnxn = mod.connect("Profile=C:\profiles\Freshsales.apip;ProfileSettings='APIKey=your_api_key;Domain=your_subdomain';")

Create a SQL Statement to Query Freshsales

Use SQL to create a statement for querying Freshsales. In this article, we read data from the Account entity.

sql = "SELECT Id, Name FROM Account WHERE IsDeleted = 'false'"

Extract, Transform, and Load the Freshsales Data

With the query results stored in a DataFrame, we can use petl to extract, transform, and load the Freshsales data. In this example, we extract Freshsales data, sort the data by the Name column, and load the data into a CSV file.

Loading Freshsales Data into a CSV File

table1 = etl.fromdb(cnxn,sql)

table2 = etl.sort(table1,'Name')

etl.tocsv(table2,'account_data.csv')

With the CData API Driver for Python, you can work with Freshsales data just like you would with any database, including direct access to data in ETL packages like petl.

Free Trial & More Information

Download a free, 30-day trial of the CData API Driver for Python to start building Python apps and scripts with connectivity to Freshsales data. Reach out to our Support Team if you have any questions.

Full Source Code

import petl as etl
import pandas as pd
import cdata.api as mod

cnxn = mod.connect("Profile=C:\profiles\Freshsales.apip;ProfileSettings='APIKey=your_api_key;Domain=your_subdomain';")

sql = "SELECT Id, Name FROM Account WHERE IsDeleted = 'false'"

table1 = etl.fromdb(cnxn,sql)

table2 = etl.sort(table1,'Name')

etl.tocsv(table2,'account_data.csv')