Vero to Metabase

This page provides you with instructions on how to extract data from Vero and analyze it in Metabase. (If the mechanics of extracting data from Vero 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 Vero?

Vero is an event-driven email platform businesses can use to drive customer interaction campaigns.

What is Metabase?

Metabase provides a visual query builder that lets users generate simple charts and dashboards, and supports SQL for gathering data for more complex business intelligence visualizations. It runs as a JAR file, and its developers make it available in a Docker container and on Heroku and AWS. Metabase is free of cost and open source, licensed under the AGPL.

Getting data out of Vero

You can collect that data from Vero's servers using webhooks and user-defined HTTP callbacks. Set up the webhook in your Vero account and define a URL that your script listens to and from which it can collect data.

Sample Vero data

Once you've set up HTTP endpoints, Vero will begin sending data via the POST request method. You can access useful objects such as sent, delivered, opened, clicked, bounced, and unsubscribed. Data will be enclosed in the body of the request in JSON format. Here's a sample of what an inbound webhook with data from the Vero endpoint looks like.

{
        "sent_at":1435016238,
        "type":"sent",
        "user": {
            "id":123,
            "email":"steve@getvero.com"
        },
        "campaign": {
            "id":987,
            "type":"transactional",
            "name":"Order confirmation",
            "subject":"Your order is being processed!",
            "trigger-event":"purchased item",
            "permalink":"http://app.getvero.com/view/1/341d64944577ac1f70f560e37db54a25",
            "variation":"Variation A"
        }
    }

Loading data into Metabase

Metabase works with data in databases; you can't use it as a front end for a SaaS application without replicating the data to a data warehouse first. Out of the box Metabase supports 15 database sources, and you can download 10 additional third-party database drivers, or write your own. Once you specify the source, you must specify a host name and port, database name, and username and password to get access to the data.

Using data in Metabase

Metabase supports three kinds of queries: simple, custom, and SQL. Users create simple queries entirely through a visual drag-and-drop interface. Custom queries use a notebook-style editor that lets users select, filter, summarize, and otherwise customize the presentation of the data. The SQL editor lets users type or paste in SQL queries.

Keeping Vero 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 Vero.

And remember, as with any code, once you write it, you have to maintain it. If Vero modifies its API, or 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.

From Vero to your data warehouse: An easier solution

As mentioned earlier, the best practice for analyzing Vero data in Metabase 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 Vero to Redshift, Vero to BigQuery, Vero to Azure SQL Data Warehouse, Vero to PostgreSQL, Vero to Panoply, and Vero 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 Vero with Metabase. With just a few clicks, Stitch starts extracting your Vero 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 Metabase.