Customer.io to Postgres

This page provides you with instructions on how to extract data from Customer.io and load it into PostgreSQL. (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 Customer.io?

Customer.io powers email, SMS, and other customer interactions with a rules-based engine that automates communication distribution.

What is PostgreSQL?

PostgreSQL, sometimes referred to as Postgres, calls itself "the world's most advanced open source database." The popular object-relational database management system (ORDBMS) offers enterprise-grade features with a strong emphasis on extensibility and standards compliance.

PostgreSQL runs on all major operating systems, including Linux, Unix, and Windows. It's open source, ACID-compliant, and has full support for foreign keys, joins, views, triggers, and stored procedures in multiple languages. PostgreSQL is often employed as a back-end database for web systems and software tools. It's available in cloud-based deployments by most major cloud vendors. And since its syntax forms the basis for querying Amazon Redshift, which makes migration between the two systems relatively painless, Postgres a good tool for developers who may later use Redshift's data warehouse platform.

Getting data out of Customer.io

Customer.io publishes information about email activity through webhooks, which you can set up through its management interface. You can select from more than a dozen events to trigger a data exchange.

Sample Customer.io data

Customer.io sends the information it returns in JSON format in an HTTP POST. Each JSON object may contain dozens of attributes, which you have to parse before loading the data into your data warehouse. Here's an example of what data might look like for email-related events:

{
"data": {
  "campaign_id": "1000002",
  "campaign_name": "Upgrade to Premium",
  "customer_id": "98513",
  "email_address": "customer@example.com",
  "email_id": "NTE4MzE6FwGLxwJkAAJkABcBIfcaAVVvdGukFUsYV2hY6QFlOjQ4YTZhODljLTM3MjktMTFlNi04MDQwLTYzNGY3NzAzM2NhNjozNDMwMzEA",
  "message_id": "1000013",
  "message_name": "First Upgrade Email",
  "subject": "Have any doubts?",
  "template_id": "343031",
  "variables": {
    "attachments": null,
    "customer": {
      "created_at": 1466453747,
      "email": "customer@example.com",
      "id": 98513,
      "name": "John Doe",
      "plan_name": "free"
    },
    "email_id": "NTE4MzE6FwGLxwJkAAJkABcBIfcaAVVvdGukFUsYV2hY6QFlOjQ4YTZhODljLTM3MjktMTFlNi04MDQwLTYzNGY3NzAzM2NhNjozNDMwMzEA",
    "event": {
      "page": "https://customer.io/pricing/"
    },
    "event_id": "48a6a89c-3729-11e6-8040-634f77033ca6",
    "event_name": "viewed_pricing_page",
    "from_address": null,
    "recipient": null,
    "reply_to": null
  }
},
"event_id": "b50cb221c60f87cdf06e",
"event_type": "email_drafted",
"timestamp": 1466456299
}

Loading data into Postgres

Once you have identified all of the columns you will want to insert, you can use the CREATE TABLE statement in Postgres to create a table that can receive all of this data. Then, Postgres offers a number of methods for loading in data, and the best method varies depending on the quantity of data you have and the regularity with which you plan to load it.

For simple, day-to-day data insertion, running INSERT queries against the database directly are the standard SQL method for getting data added. Documentation on INSERT queries and their bretheren can be found in the Postgres documentation here.

For bulk insertions of data, which you will likely want to conduct if you have a high volume of data to load, other tools exist as well. This is where the COPY command becomes quite useful, as it allows you to load large sets of data into Postgres without needing to run a series of INSERT statements. Documentation can be found here.

The Postgres documentation also provides a helpful overall guide for conducting fast data inserts, populating your database, and avoiding common pitfalls in the process. You can find it here.

Keeping Customer.io 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.

Instead, identify key fields that your script can use to bookmark its progression through the data and use to pick up where it left off as it looks for updated data. Auto-incrementing fields such as updated_at or created_at work best for this. When you've built in this functionality, you can set up your script as a cron job or continuous loop to get new data as it appears in Customer.io.

And remember, as with any code, once you write it, you have to maintain it. If Customer.io modifies its API, or the API sends a field with a datatype your code doesn't recognize, you may have to modify the script. If your users want slightly different information, you definitely will have to.

Other data warehouse options

PostgreSQL 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, Snowflake, 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 Snowflake, 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 Customer.io to PostgreSQL automatically. With just a few clicks, Stitch starts extracting your Customer.io data, structuring it in a way that's optimized for analysis, and inserting that data into your PostgreSQL data warehouse.