How to load Salesforce Pardot data into Elasticsearch via Logstash

Elasticsearch is a popular distributed full-text search engine. By centrally storing data, you can perform ultra-fast searches, fine-tuning relevance, and powerful analytics with ease. Elasticsearch has a pipeline tool for loading data called "Logstash". You can use CData JDBC Drivers to easily import data from any data source into Elasticsearch for search and analysis.

This article explains how to use the CData JDBC Driver for Salesforce Pardot to load data from Salesforce Pardot into Elasticsearch via Logstash.

Using CData JDBC Driver for Salesforce Pardot with Elasticsearch Logstash

• Install the CData JDBC Driver for Salesforce Pardot on the machine where Logstash is running.
• The JDBC Driver will be installed at the following path (the year part, e.g. 20XX, will vary depending on the product version you are using). You will use this path later. Place this .jar file (and the .lic file if it's a licensed version) in Logstash.
  C:\Program Files\CData\CData JDBC Driver for SalesforcePardot 20XX\lib\cdata.jdbc.salesforcepardot.jar
  
• Next, install the JDBC Input Plugin, which connects Logstash to the CData JDBC driver. The JDBC Plugin comes by default with the latest version of Logstash, but depending on the version, you may need to add it.
  https://www.elastic.co/guide/en/logstash/5.4/plugins-inputs-jdbc.html
• Move the CData JDBC Driver’s .jar file and .lic file to Logstash's "/logstash-core/lib/jars/".

Sending Salesforce Pardot data to Elasticsearch with Logstash

Now, let's create a configuration file for Logstash to transfer Salesforce Pardot data to Elasticsearch.

• Write the process to retrieve Salesforce Pardot data in the logstash.conf file, which defines data processing in Logstash. The input will be JDBC, and the output will be Elasticsearch. The data loading job is set to run at 30-second intervals.
• Set the CData JDBC Driver's .jar file as the JDBC driver library, configure the class name, and set the connection properties to Salesforce Pardot in the form of a JDBC URL. The JDBC URL allows detailed configuration, so please refer to the product documentation for more specifics.

Salesforce Pardot supports connecting through API Version, Username, Password and User Key.

• ApiVersion: The Salesforce Pardot API version which the provided account can access. Defaults to 4.
• User: The Username of the Salesforce Pardot account.
• Password: The Password of the Salesforce Pardot account.
• UserKey: The unique User Key for the Salesforce Pardot account. This key does not expire.
• IsDemoAccount (optional): Set to TRUE to connect to a demo account.

Accessing the Pardot User Key

The User Key of the current account may be accessed by going to Settings -> My Profile, under the API User Key row.

Executing data movement with Logstash

Now let's run Logstash using the created "logstash.conf" file.

 logstash-7.8.0\bin\logstash -f logstash.conf

A log indicating success will appear. This means the Salesforce Pardot data has been loaded into Elasticsearch.

For example, let's view the data transferred to Elasticsearch in Kibana.

 GET salesforcepardot_table/_search
 {
 "query": {
 "match_all": {}
 }
 }

We have confirmed that the data is stored in Elasticsearch.

By using the CData JDBC Driver for Salesforce Pardot with Logstash, it functions as a Salesforce Pardot connector, making it easy to load data into Elasticsearch. Please try the 30-day free trial.