TL;DR

This can be done by building a data pipeline manually, usually a Python script (you can leverage a tool as Apache Airflow for this). This process can take more than a full week of development. Or it can be done in minutes on Airbyte in three easy steps:

1. set up Close.com as a source connector (using Auth, or usually an API key)
2. set up MongoDB as a destination connector
3. define which data you want to transfer and how frequently

You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud.

This tutorial’s purpose is to show you how.

What is Close.com

What is MongoDB

Prerequisites

1. A Close.com account to transfer your customer data automatically from.
2. A MongoDB account.
3. An active Airbyte Cloud account, or you can also choose to use Airbyte Open Source locally. You can follow the instructions to set up Airbyte on your system using docker-compose.

Airbyte is an open-source data integration platform that consolidates and streamlines the process of extracting and loading data from multiple data sources to data warehouses. It offers pre-built connectors, including Close.com and MongoDB, for seamless data migration.

When using Airbyte to move data from Close.com to MongoDB, it extracts data from Close.com using the source connector, converts it into a format MongoDB can ingest using the provided schema, and then loads it into MongoDB via the destination connector. This allows businesses to leverage their Close.com data for advanced analytics and insights within MongoDB, simplifying the ETL process and saving significant time and resources.

Step 1: Set up Close.com as a source connector

Step 2: Set up MongoDB as a destination connector

Step 3: Set up a connection to sync your Close.com data to MongoDB

Once you've successfully connected Close.com as a data source and MongoDB as a destination in Airbyte, you can set up a data pipeline between them with the following steps:

1. Create a new connection: On the Airbyte dashboard, navigate to the 'Connections' tab and click the '+ New Connection' button.
2. Choose your source: Select Close.com from the dropdown list of your configured sources.
3. Select your destination: Choose MongoDB from the dropdown list of your configured destinations.
4. Configure your sync: Define the frequency of your data syncs based on your business needs. Airbyte allows both manual and automatic scheduling for your data refreshes.
5. Select the data to sync: Choose the specific Close.com objects you want to import data from towards MongoDB. You can sync all data or select specific tables and fields.
6. Select the sync mode for your streams: Choose between full refreshes or incremental syncs (with deduplication if you want), and this for all streams or at the stream level. Incremental is only available for streams that have a primary cursor.
7. Test your connection: Click the 'Test Connection' button to make sure that your setup works. If the connection test is successful, save your configuration.
8. Start the sync: If the test passes, click 'Set Up Connection'. Airbyte will start moving data from Close.com to MongoDB according to your settings.

Remember, Airbyte keeps your data in sync at the frequency you determine, ensuring your MongoDB data warehouse is always up-to-date with your Close.com data.

Use Cases to transfer your Close.com data to MongoDB

Integrating data from Close.com to MongoDB provides several benefits. Here are a few use cases:

1. Advanced Analytics: MongoDB’s powerful data processing capabilities enable you to perform complex queries and data analysis on your Close.com data, extracting insights that wouldn't be possible within Close.com alone.
2. Data Consolidation: If you're using multiple other sources along with Close.com, syncing to MongoDB allows you to centralize your data for a holistic view of your operations, and to set up a change data capture process so you never have any discrepancies in your data again.
3. Historical Data Analysis: Close.com has limits on historical data. Syncing data to MongoDB allows for long-term data retention and analysis of historical trends over time.
4. Data Security and Compliance: MongoDB provides robust data security features. Syncing Close.com data to MongoDB ensures your data is secured and allows for advanced data governance and compliance management.
5. Scalability: MongoDB can handle large volumes of data without affecting performance, providing an ideal solution for growing businesses with expanding Close.com data.
6. Data Science and Machine Learning: By having Close.com data in MongoDB, you can apply machine learning models to your data for predictive analytics, customer segmentation, and more.
7. Reporting and Visualization: While Close.com provides reporting tools, data visualization tools like Tableau, PowerBI, Looker (Google Data Studio) can connect to MongoDB, providing more advanced business intelligence options. If you have a Close.com table that needs to be converted to a MongoDB table, Airbyte can do that automatically.

Wrapping Up

To summarize, this tutorial has shown you how to:

1. Configure a Close.com account as an Airbyte data source connector.
2. Configure MongoDB as a data destination connector.
3. Create an Airbyte data pipeline that will automatically be moving data directly from Close.com to MongoDB after you set a schedule