This page provides you with instructions on how to extract data from Autopilot and analyze it in Grafana. (If the mechanics of extracting data from Autopilot seem too complex or difficult to maintain, check out Stitch, which can do all the heavy lifting for you in just a few clicks.)
What is Autopilot?
Autopilot is a visual tool that allows marketers to track their prospects' customer journeys. Some of the information stored in Autopilot is valuable input for business analytics.
What is Grafana?
Grafana is an open source platform for time series analytics. It can run on-premises on all major operating systems or be hosted by Grafana Labs via GrafanaCloud. Grafana allows users to create, explore, and share dashboards to query, visualize, and alert on data.
Getting data out of Autopilot
Autopilot exposes data through a REST API, which developers can use to extract information. For example, to retrieve a batch of 100 contacts, you could call
The call returns a JSON object with two or three properties as a reply:
total_contacts: the total number of contacts
contacts: the current batch of 100 contacts
bookmark: if there are more contacts on the list, the bookmark allows you to access the next group of contacts via another GET call.
Each Autopilot contact may have any or all of 26 standard fields, along with any custom fields you may have defined.
Loading data into Grafana
Analyzing data in Grafana requires putting it into a format that Grafana can read. Grafana natively supports nine data sources, and offers plugins that provide access to more than 50 more. Generally, it's a good idea to move all your data into a data warehouse for analysis. MySQL, Microsoft SQL Server, and PostgreSQL are among the supported data sources, and because Amazon Redshift is built on PostgreSQL and Panoply is built on Redshift, those popular data warehouses are also supported. However, Snowflake and Google BigQuery are not currently supported.
Analyzing data in Grafana
Grafana provides a getting started guide that walks new users through the process of creating panels and dashboards. Panel data is powered by queries you build in Grafana's Query Editor. You can create graphs with as many metrics and series as you want. You can use variable strings within panel configuration to create template dashboards. Time ranges generally apply to an entire dashboard, but you can override them for individual panels.
Keeping Autopilot 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 Autopilot.
And remember, as with any code, once you write it, you have to maintain it. If Autopilot modifies its API, or 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.
From Autopilot to your data warehouse: An easier solution
As mentioned earlier, the best practice for analyzing Autopilot data in Grafana is to store that data inside a data warehousing platform alongside data from your other databases and third-party sources. You can find instructions for doing these extractions for leading warehouses on our sister sites Autopilot to Redshift, Autopilot to BigQuery, Autopilot to Azure Synapse Analytics, Autopilot to PostgreSQL, Autopilot to Panoply, and Autopilot to Snowflake.
Easier yet, however, is using a solution that does all that work for you. Products like Stitch were built to move data automatically, making it easy to integrate Autopilot with Grafana. With just a few clicks, Stitch starts extracting your Autopilot data, structuring it in a way that's optimized for analysis, and inserting that data into a data warehouse that can be easily accessed and analyzed by Grafana.