Warehouses and Lakes
Sales & Support Analytics

How to load data from Vitally to Databricks Lakehouse

Learn how to use Airbyte to synchronize your Vitally data into Databricks Lakehouse within minutes.

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 Vitally as a source connector (using Auth, or usually an API key)
  2. set up Databricks Lakehouse 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 Vitally

Vitally is a customer engagement platform for B2B SaaS companies to drive a world-class customer experience and eliminate churn. Our easy-to-use platform integrates all your customer data and provides a 360 degree view into the metrics that matter most to you, allows you to set up health scores and notifications, and create powerful automationplaybooks.

What is Databricks Lakehouse

Databricks is an American enterprise software company founded by the creators of Apache Spark. Databricks combines data warehouses and data lakes into a lakehouse architecture.

Integrate Vitally with Databricks Lakehouse in minutes

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Prerequisites

  1. A Vitally account to transfer your customer data automatically from.
  2. A Databricks Lakehouse 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 Vitally and Databricks Lakehouse, for seamless data migration.

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

Step 1: Set up Vitally as a source connector

1. First, navigate to the Vitally source connector page on Airbyte.com.
2. Click on the "Create a new connection" button.
3. Enter a name for your connection and click "Next".
4. Enter your Vitally API key in the "API Key" field.
5. Click "Test" to ensure that the connection is successful.
6. If the test is successful, click "Next".
7. Select the tables you want to replicate from Vitally.
8. Click "Create connection" to finalize the setup.
9. Once the connection is created, you can run a sync to start replicating data from Vitally to your destination.
10. You can also schedule regular syncs to keep your data up-to-date.  

Note: It is important to ensure that your Vitally API key has the necessary permissions to access the data you want to replicate. For more information on Vitally API keys, refer to the Vitally documentation.

Step 2: Set up Databricks Lakehouse as a destination connector

1. First, navigate to the Airbyte website and log in to your account.
2. Once you are logged in, click on the "Destinations" tab on the left-hand side of the screen.
3. Scroll down until you find the "Databricks Lakehouse" connector and click on it.
4. You will be prompted to enter your Databricks Lakehouse credentials, including your account name, personal access token, and workspace ID.
5. Once you have entered your credentials, click on the "Test" button to ensure that the connection is successful.
6. If the test is successful, click on the "Save" button to save your Databricks Lakehouse destination connector settings.
7. You can now use the Databricks Lakehouse connector to transfer data from your source connectors to your Databricks Lakehouse destination.
8. To set up a data transfer, navigate to the "Sources" tab and select the source connector that you want to use.
9. Follow the prompts to enter your source connector credentials and configure your data transfer settings.
10. Once you have configured your source connector, select the Databricks Lakehouse connector as your destination and follow the prompts to configure your data transfer settings.
11. Click on the "Run" button to initiate the data transfer.

Step 3: Set up a connection to sync your Vitally data to Databricks Lakehouse

Once you've successfully connected Vitally as a data source and Databricks Lakehouse 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 Vitally from the dropdown list of your configured sources.
  3. Select your destination: Choose Databricks Lakehouse 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 Vitally objects you want to import data from towards Databricks Lakehouse. 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 Vitally to Databricks Lakehouse according to your settings.

Remember, Airbyte keeps your data in sync at the frequency you determine, ensuring your Databricks Lakehouse data warehouse is always up-to-date with your Vitally data.

Use Cases to transfer your Vitally data to Databricks Lakehouse

Integrating data from Vitally to Databricks Lakehouse provides several benefits. Here are a few use cases:

  1. Advanced Analytics: Databricks Lakehouse’s powerful data processing capabilities enable you to perform complex queries and data analysis on your Vitally data, extracting insights that wouldn't be possible within Vitally alone.
  2. Data Consolidation: If you're using multiple other sources along with Vitally, syncing to Databricks Lakehouse 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: Vitally has limits on historical data. Syncing data to Databricks Lakehouse allows for long-term data retention and analysis of historical trends over time.
  4. Data Security and Compliance: Databricks Lakehouse provides robust data security features. Syncing Vitally data to Databricks Lakehouse ensures your data is secured and allows for advanced data governance and compliance management.
  5. Scalability: Databricks Lakehouse can handle large volumes of data without affecting performance, providing an ideal solution for growing businesses with expanding Vitally data.
  6. Data Science and Machine Learning: By having Vitally data in Databricks Lakehouse, you can apply machine learning models to your data for predictive analytics, customer segmentation, and more.
  7. Reporting and Visualization: While Vitally provides reporting tools, data visualization tools like Tableau, PowerBI, Looker (Google Data Studio) can connect to Databricks Lakehouse, providing more advanced business intelligence options. If you have a Vitally table that needs to be converted to a Databricks Lakehouse table, Airbyte can do that automatically.

Wrapping Up

To summarize, this tutorial has shown you how to:

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

With Airbyte, creating data pipelines take minutes, and the data integration possibilities are endless. Airbyte supports the largest catalog of API tools, databases, and files, among other sources. Airbyte's connectors are open-source, so you can add any custom objects to the connector, or even build a new connector from scratch without any local dev environment or any data engineer within 10 minutes with the no-code connector builder.

We look forward to seeing you make use of it! We invite you to join the conversation on our community Slack Channel, or sign up for our newsletter. You should also check out other Airbyte tutorials, and Airbyte’s content hub!

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

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Easily address your data movement needs with Airbyte Cloud
Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
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Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
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Subscribe to our monthly newsletter and get the community’s new enlightening content along with Airbyte’s progress in their mission to solve data integration once and for all.
Subscribe to newsletter

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

flag icon
Easily address your data movement needs with Airbyte Cloud
Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
Get started with Airbyte for free
high five icon
Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
Talk to sales
stars sparkling
Improve your data infrastructure knowledge
Subscribe to our monthly newsletter and get the community’s new enlightening content along with Airbyte’s progress in their mission to solve data integration once and for all.
Subscribe to newsletter

Frequently Asked Questions

What data can you extract from Vitally?

Vitally's API provides access to a wide range of data related to customer success and engagement. The following are the categories of data that can be accessed through Vitally's API:  

1. Account Data: This includes information about the customer's account, such as account name, account ID, and account status.  
2. User Data: This includes information about the users associated with the account, such as user name, user ID, and user role.  
3. Activity Data: This includes information about the activities performed by the users, such as login activity, feature usage, and engagement metrics.  
4. Support Data: This includes information about the customer support interactions, such as support tickets, chat logs, and email conversations.  
5. Health Data: This includes information about the health of the customer account, such as usage trends, churn risk, and renewal probability.  
6. Feedback Data: This includes information about the customer feedback, such as survey responses, NPS scores, and customer reviews.  

Overall, Vitally's API provides a comprehensive set of data that can be used to gain insights into customer behavior, engagement, and satisfaction, and to optimize customer success strategies.

What data can you transfer to Databricks Lakehouse?

You can transfer a wide variety of data to Databricks Lakehouse. This usually includes structured, semi-structured, and unstructured data like transaction records, log files, JSON data, CSV files, and more, allowing robust, scalable data integration and analysis.

What are top ETL tools to transfer data from Vitally to Databricks Lakehouse?

The most prominent ETL tools to transfer data from Vitally to Databricks Lakehouse include:

  • Airbyte
  • Fivetran
  • Stitch
  • Matillion
  • Talend Data Integration

These tools help in extracting data from Vitally and various sources (APIs, databases, and more), transforming it efficiently, and loading it into Databricks Lakehouse and other databases, data warehouses and data lakes, enhancing data management capabilities.