This page provides you with instructions on how to extract data from Braintree Payments 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 Braintree?
Braintree, a service of PayPal, provides a payment platform for businesses that want to support online and mobile users.
What is PostgreSQL?
PostgreSQL, a.k.a. Postgres, proclaims itself "the world's most advanced open source database." The popular open source 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 fully ACID-compliant and supports a roster of features: foreign keys, joins, views, triggers, and stored procedures in multiple languages. PostgreSQL serves as the back end for many web systems and software tools, and is available in cloud-based deployments from most major cloud vendors. PostgreSQL's syntax forms the basis for querying Amazon Redshift, which makes migration between the two systems relatively painless, and makes Postgres a good stepping-stone for developers who may later use Redshift's data warehouse platform.
Getting data out of Braintree
Braintree exposes data both through webhooks and an API. Using webhooks lets you push data to a defined HTTP endpoint as events happen. Alternatively, you can pull specific data via the API. A key difference is that the API allows you to retrieve historical data instead of just new data.
The Braintree API lets you get information on things like customer information, payments, and individual transactions. If you wanted information on transactions, for example, you could write code to call the API using SDKs for Java, .NET, Node.js, PHP, Python, and Ruby. Here’s a Python example:
search_results = braintree.Transaction.search( braintree.TransactionSearch.credit_card_card_type == braintree.CreditCard.CardType.Visa ) search_results = braintree.Transaction.search( braintree.TransactionSearch.credit_card_card_type.in_list( braintree.CreditCard.CardType.Visa, braintree.CreditCard.CardType.MasterCard, braintree.CreditCard.CardType.Discover ) )
If using the API seems like overkill, you can use webhooks to retrieve some categories of data via user-defined HTTP callbacks. To do that, you create a webhook destination URL on your server, create a new webhook using the Braintree Control Panel, then set up your server to parse incoming webhooks.
Sample Braintree data
The object Braintree’s API returns may have dozens of attributes – far too many to list here, even in an example.
Preparing Braintree 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 source API 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. This means you’ll likely have to create additional tables to capture the unpredictable cardinality in each record.
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 Braintree 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 Braintree.
And remember, as with any code, once you write it, you have to maintain it. If PayPal modifies the Braintree API, or if 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 SQL Data Warehouse, which are RDBMSes that use similar SQL syntax, or Panoply, which works with Redshift instances. 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, and To Azure SQL Data Warehouse.
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 Braintree Payments to PostgreSQL automatically. With just a few clicks, Stitch starts extracting your Braintree Payments data via the API, structuring it in a way that is optimized for analysis, and inserting that data into your PostgreSQL data warehouse.