Kustomer to BigQuery

This page provides you with instructions on how to extract data from Kustomer and load it into Google BigQuery. (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 Kustomer?

Kustomer is an omnichannel customer service CRM platform. It unifies communication across multiple channels, including voice, email, chat, social media, and SMS, and offers automation capabilities to eliminate manual tasks.

What is Google BigQuery?

Google BigQuery is a data warehouse that delivers super-fast results from SQL queries, which it accomplishes using a powerful engine dubbed Dremel. With BigQuery, there's no spinning up (and down) clusters of machines as you work with your data. With that said, it's clear why some claim that BigQuery prioritizes querying over administration. It's super fast, and that's the reason why most folks use it.

Getting data out of Kustomer

Kustomer provides a REST API that lets developers fetch information about customers, conversations, workflows, and other items stored in the platform. For example, to retrieve information about a conversation tagged with a given ID, you would call GET https://api.kustomerapp.com/v1/tags/5828dec17c7f551a00b5b72e.

Sample Kustomer data

Here's an example of the kind of response you might see with a query like the one above.

{
  "data": {
    "type": "tag",
    "id": "5828dec17c7f551a00b5b72e",
    "attributes": {
      "name": "ACE Controls POS",
      "color": "#CD5C5C",
      "createdAt": "2019-11-13T21:44:33.360Z",
      "updatedAt": "2019-11-13T21:58:27.305Z"
    },
    "relationships": {
      "org": {
        "links": {
          "self": "/v1/orgs/57bb5d2e32e83a130052e94e"
        },
        "data": {
          "type": "org",
          "id": "57bb5d2e32e83a130052e94e"
        }
      },
      "createdBy": {
        "links": {
          "self": "/v1/users/57bb5d2e32e83a130052e94f"
        },
        "data": {
          "type": "user",
          "id": "57bb5d2e32e83a130052e94f"
        }
      },
      "modifiedBy": {
        "links": {
          "self": "/v1/users/57bb5d2e32e83a130052e94f"
        },
        "data": {
          "type": "user",
          "id": "57bb5d2e32e83a130052e94f"
        }
      }
    },
    "links": {
      "self": "/v1/tags/5828dec17c7f551a00b5b72e"
    }
  }
}

Preparing Kustomer 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. The Kustomer 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.

Loading data into Google BigQuery

Google Cloud Platform offers a helpful guide for loading data into BigQuery. You can use the bq command-line tool to upload the files to your awaiting datasets, adding the correct schema and data type information along the way. The bq load command is your friend here. You can find the syntax in the bq command-line tool quickstart guide. Iterate through this process as many times as it takes to load all of your tables into BigQuery.

Keeping Kustomer 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. Thankfully, Kustomer's API results include fields like createdAt and updatedAt that allow you to identify records that are new since your last update (or since the newest record you've copied). Once you've taken 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

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