People Data with Node.js and CSV

For this guide, we're going to assume the following you're interested in using Datafiniti's people data to develop a sales campaign. Let's say you're a growth marketer that's been tasked with the following:

Collect email addresses of CEOs.
Refine that list to a specific geographic region.

Your environment and data needs:

You're working with Node.js.
You want to work with CSV data.

Here are the steps we'll take:

1. Install the request module for Node

In your terminal, run the following to install the request module for Node:

npm install request

2. Get your API token

The next thing you'll need is your API token. The API token lets you authenticate with Datafiniti API and tells it who you are, what you have access to, and so on. Without it, you can't use the API.

To get your API token, go the Datafiniti Web Portal (https://portal.datafiniti.co), login, and click your settings in the left navigation bar. From there, you'll see a page showing your token. Your API token will be a long string of letters and numbers. Copy the API token or store it somewhere you can easily reference.

For security reasons, your API token will be automatically changed whenever you change your password.

📘
For the rest of this document, we'll use AAAXXXXXXXXXXXX as a substitute example for your actual API token when showing example API calls.

3. Run your first search

The first thing we'll do is do a test search that will give us a sense for what sort of data might be available. Eventually we'll refine our search so that we get back the most relevant data.

Since we want CEOs, let's try a simple search that will just give us people with that title.

Write the following code in your code editor (replace the dummy API token with your real API token):

var request = require('request');

// Set your API parameters here.
var API_token = 'AAAXXXXXXXX';
var format = 'JSON';
var query = 'jobTitle:CEO';
var num_records = 1;
var download = false;

var request_options = {
  url: 'https://api.datafiniti.co/v4/people/search',
  method: 'POST',
  json: {
    'query': query,
    'format': format,
    'num_records': num_records,
    'download': download
  },
  headers: {
    'Authorization': 'Bearer ' + API_token,
    'Content-Type': 'application/json'
  }
}

console.log(request_options);

// Make the API call.
request(request_options, function(error, response, body) {
  if (error) {
    console.log(error);
    console.log(response);
  } else {
    console.log(body);
  }
});

You should get a response similar to this:

{
    "num_found": 357,
    "total_cost": 1,
    "records": [
        {
            "address": "9855 Melbourne Ave",
            "businessName": "MICHIGAN MARKETING EXTREME LLC",
            "city": "Allen Park",
            "country": "US",
            "dateAdded": "2018-02-20T00:33:45Z",
            "dateUpdated": "2018-02-20T00:33:45Z",
            "emails": [
                "[email protected]"
            ],
            "firstName": "Bill",
            "keys": [
                "billmeymichiganmarketingextremecom"
            ],
            "lastName": "Mey",
            "jobFunction": "Business Management",
            "jobLevel": "C-Team",
            "jobTitle": "CEO",
            "numEmployeesMin": 1,
            "numEmployeesMax": 19,
            "phones": [
                "7346190715"
            ],
            "postalCode": "48101",
            "province": "MI",
            "sourceURLs": [
                "https://datafiniti.co"
            ],
            "id": "AWG2azB1QH9dEUBnfEki"
        }
    ]
}

Let's break down each of the parameters we sent in our request:

API Call Component	Description
`"query": "jobTitle:CEO"`	`query` tells the API what query you want to use. In this case, you're telling the API you want to search by `jobTitle`. Any person that has `CEO` listed in its `jobTitle` field will be returned.
`"num_records": 1`	`num_records` tells the API how many records to return in its response. In this case, you just want to see 1 matching record.

Now let's dive through the response the API returned:

Response Field	Description
`"num_found"`	The total number of available records in the database that match your query. If you end up downloading the entire data set, this is how many records you'll use.
`"total_cost"`	The number of credits this request has cost you. People records have a record cost multiplier tied to them. See pricing.
`"records"`	The first available matches to your query. If there are no matches, this field will be empty. Within each record returned, you'll see multiple fields shown. This is the data for each record.

Within the records field, you'll see a single person returned with multiple fields and the values associated with that product. The JSON response will show all fields that have a value. It won't show any fields that don't have a value.

Each product record will have multiple fields associated with it. You can see a full list of available fields in our People Data Schema.

4. Refine your search

Let's say we decided to adjust our sales campaign to only target CEOs in Austin, TX.

Modify your code to look like this:

var request = require('request');

// Set your API parameters here.
var API_token = 'AAAXXXXXXXX';
var format = 'JSON';
var query = 'jobTitle:CEO AND province:TX AND city:Austin';
var num_records = 10;
var download = false;

var request_options = {
  url: 'https://api.datafiniti.co/v4/people/search',
  method: 'POST',
  json: {
    'query': query,
    'format': format,
    'num_records': num_records,
    'download': download
  },
  headers: {
    'Authorization': 'Bearer ' + API_token,
    'Content-Type': 'application/json'
  }
}

console.log(request_options);

// Make the API call.
request(request_options, function(error, response, body) {
  if (error) {
    console.log(error);
    console.log(response);
  } else {
    console.log(body);
  }
});

This API call is different in a couple ways:

It adds AND province:TX AND city:Austin to narrow down results to just people working in Austin, TX.
It changes "num_records": 1 to "num_records": 10 so we can look at more sample matches.

Notice how Datafiniti lets you construct very refined boolean queries. In the API call above, we're using a combination of AND queries to get exactly what we want.

If you would like to narrow your search to just exact matches you can place the search term in quotation marks.

var request = require('request');

// Set your API parameters here.
var API_token = 'AAAXXXXXXXX';
var format = 'JSON';
var query = 'jobTitle:"Product Developer"';
var num_records = 10;
var download = false;

var request_options = {
  url: 'https://api.datafiniti.co/v4/people/search',
  method: 'POST',
  json: {
    'query': query,
    'format': format,
    'num_records': num_records,
    'download': download
  },
  headers: {
    'Authorization': 'Bearer ' + API_token,
    'Content-Type': 'application/json'
  }
}

console.log(request_options);

// Make the API call.
request(request_options, function(error, response, body) {
  if (error) {
    console.log(error);
    console.log(response);
  } else {
    console.log(body);
  }
});

The above query will only return people with the exact title of Product Developer.

5. Initiate a download of the data

Once we like what we see from the sample matches, it's time to download a larger data set! To do this, we're going to update our code a fair bit (an explanation follows):

var request = require('request');
var fs = require('fs');

// Set your API parameters here.
var API_token = 'AAAXXXXXXXX';
var format = 'CSV';
var query = 'jobTitle:CEO AND province:TX AND city:Austin';
var num_records = 20;
var download = true;

var request_options = {
  url: 'https://api.datafiniti.co/v4/people/search',
  method: 'POST',
  json: {
    'query': query,
    'num_records': num_records,
    'format': format,
    'download': download
  },
  headers: {
    'Authorization': 'Bearer ' + API_token,
    'Content-Type': 'application/json'
  }
}

console.log(request_options);

// A function to check if a download request has completed
function checkDownloadUntilComplete(options, callback) {
  var download_id = options.download_id;
  var download_options = {
    url: 'https://api.datafiniti.co/v4/downloads/' + download_id,
    method: 'GET',
    headers: {
      'Authorization': 'Bearer ' + API_token,
      'Content-Type': 'application/json'
    }
  }

  request(download_options, function(error, response, body) {
    var num_files_downloaded = 0;
    var download_response = JSON.parse(body);
    console.log('Records downloaded: ' + download_response.num_downloaded);
    if (download_response.status !== 'completed') {
      // NEED A SLEEP FUNCTION HERE!
      checkDownloadUntilComplete(options, callback);
    } else {
      var results = download_response.results;
      console.log(results);
      for (var i = 0; i < results.length; i++) {
        var filename = download_id + '_' + i + '.' + format;
        var file = fs.createWriteStream(filename);
        request(results[i]).pipe(file).on('end', function() {
          console.log('File ' + (i+1) + ' out of ' + results.length + ' saved: ' + filename);
          num_files_downloaded++;
          if (num_files_downloaded === results.length) process.exit();
        });
      }
    }
  });
}

// Initiate the download request.
request(request_options, function (error, response, body) {
    var request_response = body;
    var download_id = request_response.id;

    // Check on status of the download request.
    checkDownloadUntilComplete ({download_id : download_id}, function (error, response) {});
  }
);

A few things to pay attention to in the above code:

We changed format from JSON to CSV. We'll want to view the files in CSV format, so it will be easier to look at.
We change num_records from 10 to 20. This will download the first 20 matching records. If we wanted to download all matching records, we would remove num_records. num_records will tell the API to default to all available records.
We changed download from false to true.

🚧
If num_records is not specified, ALL of the records matching the query will be downloaded.

Since we've handled multiple steps of the download process in this code, we won't go into the details here, but we do recommend you familiarize yourself with those steps. Checking them out in our People Data with Postman and CSV guide.

🚧
When using the API, you will not receive any warning if you are going past your monthly record limit. Keep a track on how many records you have left by checking your account. You are responsible for any overage fees if you go past your monthly limit.

6. Open the result file(s) in Excel

Navigate to the file you downloaded and open it. Since it's a CSV file, it should open in Excel automatically. It will look something like:

7. Analyze the results

Using Excel, we can easily utilize the data to build our sales campaign.