This page provides you with instructions on how to extract data from Pardot (a Salesforce property) and load it into Amazon Redshift. (If this manual process sounds onerous, check out Stitch, which can do all the heavy lifting for you in just a few clicks.)
Pulling Data Out of Pardot
In order to get your Pardot data into AWS Redshift, you have to start by extracting it from Pardot’s servers. You can do this using the Pardot API, which is available to all Pardot customers. Full API documentation can be accessed at this link. (Note that if you want non-Pardot data from Salesforce, you’re probably looking for our Salesforce to Redshift page.)
Data from the Pardot API can be retrieved programmatically via REST requests. This API is huge. It offers endpoints that can provide information on Campaigns, Opportunities, Prospects, Tags, Content, Forms and more. Using methods outlined in their API documentation, you can retrieve the data you’d like to place into Redshift.
Sample Pardot Data
The Pardot API returns XML-formatted data. Below is an example of the kind of response you might see when querying for the details of an Opportunity.
<rsp stat="ok" version="1.0"> <opportunity> ... <campaign> ... </campaign> <prospects> <prospect> ... </prospect> </prospects> <opportunity_activities> <visitor_activity> ... </visitor_activity> </opportunity_activities> </opportunity> </rsp>
Preparing Pardot Data for Redshift
Now the real fun starts. Once you’ve figured out what you want to pull down and how to pull it, you need to map the data that comes out of each Pardot API endpoint into a schema that can be inserted into a Redshift database.
This means that, for each value in the response, you need to identify a predefined datatype (i.e. INTEGER, DATETIME, etc.) and build a table that can receive them. The Pardot API documentation can give you a good sense of what fields will be provided by each endpoint, along with their corresponding datatypes.
Inserting Pardot Data into Redshift
Once you have identified all of the columns you will want to insert, you can use the CREATE TABLE statement in Redshift to create a table that can receive all of this data.
With a table built, it may seem like the easiest way to add your data (especially if there isn’t much of it), is to build INSERT statements to add data to your Redshift table row-by-row. If you have any experience with SQL, this will be your gut reaction. But beware! Redshift isn’t optimized for inserting data one row at a time, and if you have any kind of high-volume data being inserted, you would be much better off loading the data into Amazon S3 and then using the COPY command to load it into Redshift.
Keeping Data Up-To-Date
Congratulations — you’ve now moved your Pardot data into Redshift! But what happens tomorrow when you (hopefully) have piles and piles of new leads and opportunities flowing through your system? You need to update your data!
The key is to build your script in such a way that it can also identify incremental updates to your data. Thankfully, most endpoints on Pardot’s API results include fields like created_at that allow you to quickly identify records that are new since your last update (or since the newest record you’ve copied into Redshift). 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
Redshift is totally awesome, but sometimes you need to start smaller or optimize for different things. In this case, many people choose to get started with Postgres, which is an open source RDBMS that uses nearly identical SQL syntax to Redshift. If you’re interested in seeing the relevant steps for loading this data into Postgres, check out Pardot to Postgres
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 solve this problem automatically. With just a few clicks, Stitch starts extracting your Pardot data via the API, structuring it in a way that is optimized for analysis, and inserting that data into your Amazon Redshift data warehouse.