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How to Extract Data

How to Extract Data

September 17, 2025
September 17, 2025
How to Extract Data
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Extract structured, semi-structured, and unstructured data reliably with automated pipelines — across all sources and data types.

Every analytics workflow begins with fetching data from systems where it's generated. Data extraction revolves around retrieving data from sources and landing it in a data warehouse for ELT/ETL. When done properly, it can be reliable and guide accurate decision-making.


This guide explains how extraction works, the different types of data, extraction methods, and best practices.

Looking for tool recommendations?? ➤ Check out our list of the top data extraction platforms.

What is data extraction, and how does it work?

Data extraction is the process of collecting information from multiple sources and consolidating it in a single destination. It’s the first step in the ELT (Extract, Load, and Transform) process. The main purpose of data extraction is to gather all relevant data from disparate sources and move it into a data warehouse or data lake.

The extraction process involves the following steps:

Identification
Establish the various data sources, such as ERP and CRM systems, files, sensors, databases, or external data feeds. Understand all data sources and their formats.
Connection
After identifying the sources, you can create connections to each. You can use connectors like JDBC or ODBC to connect to the production database, or call a REST API to connect to a web service.
Retrieval

The next step is pulling the data from the source. There are multiple ways to retrieve the data depending on the source. For databases, run SQL queries or use controlled web scraping.

During extraction, you can perform incremental extraction, whereby you pull the data changed since the last time, or full extraction to pull all the data. Here, the main goal is to extract the data accurately and efficiently and verify that you do not leave out any essential data

Staging or storing
The staging area is where all the collected raw data is placed before further processing. This can be a staging database, file storage system, cloud storage bucket, or folder on a server.

The ideal extraction technique depends on data structure and source type. The next section covers some of the most common extraction methods.

Common data extraction techniques

Different data structures require different approaches. Below are various extraction methods suited for each data type:

Structured

Structured data is highly organized and follows a predefined format. It is arranged into tables with rows and columns, which makes it easy to extract.

Examples of structured data extraction include:

Database queries

This form of data extraction is suitable for relational databases like PostgreSQL, MySQL, or SQL Server.

To extract data, you have to run SQL queries or use database connectors. Writing exact queries enables you to retrieve the exact subset you need.

The extracted data is exported in a specific format, like CSV or JSON. The majority of ELT tools and programming languages allow JDBC or ODBC connections that allow automation of such queries.

API-based extraction

Modern SaaS and other applications often offer APIs for external data access. For example, using the Salesforce API can help you get a list of leads, while a payment API like the Stripe API can help fetch all transaction records.

APIs provide a structured, programmatic way to access data over HTTP. They often return data in JSON or XML formats, include auth, and support filtering and pagination to reduce payloads.

Document

For structured files like Excel sheets, CSV exports, or Parquet, you can use native readers to extract data.

These files can be read line by line and easily ingested into many ELT tools or Python/R libraries. Documents such as forms or reports with a fixed layout can be extracted in a predictable way.

Semi-structured

Semi-structured data doesn’t reside in a fixed tabular schema. However, it has some organizational markers, such as XML or JSON documents, log files, or HTML web pages. The data has keys, tags, or other structure cues, which provide an arbitrary or nested arrangement. Examples of semi-structured data extraction include:

Document parsing (XML, JSON)

XML and JSON are common formats for data feeds, config files, and API responses. Extracting data from these formats involves parsing the text or using a parser to navigate the hierarchy.

For example, in Python, use json.loads() to parse a JSON string into a dictionary, allowing field-level access by keys. When dealing with an XML file, you can use an XML parser (like xml.etree.ElementTree or lxml) to iterate through various elements such as name, title, or other fields.

Similarly, you can load JSON data into a dictionary or objects (you can use json.loads method in Python) to access fields by keys.

Web scraping (websites)

Web scraping is the process of programmatically fetching web pages and parsing the HTML output to extract data. Most web pages written in semi-structured HTML have a DOM structure with tags, although the exact structure varies by page.

For example, you can scrape an e-commerce site to obtain key information such as prices, product descriptions, or even business contact details. During scraping, you have to send an HTTP request to fetch the page, parse the HTML, select the elements that contain the data, and extract the key attributes from those elements. The end result is structured data that you can store as CSV or in a database.

There are various web scraping tools, such as Beautiful Soup, Scrapy, Puppeteer, and Selenium. However, changes in HTML or website layout can break the scraper or cause it to extract the wrong fields.

Before scraping, always check the site's robots.txt file and terms of service to make sure you're allowed to do so.

Unstructured

Unstructured data lacks any organization, making it difficult to extract. The main methods of extraction include:

Optical Character Recognition (OCR)

OCR converts scanned files, PDFs, or images into machine-readable text, enabling extraction from printed forms, reports, or IDs.

During extraction, OCR software analyzes the image or text data and then converts it into a string of text containing the necessary fields. Accuracy depends on image quality, font clarity, and layout.

Natural Language Processing (NLP)

NLP combines artificial intelligence and machine learning to allow machines to analyze and interpret data and turn it into meaningful insights. Common NLP approaches include pattern matching, sentiment analysis, language translation, text classification, and named entity recognition (NER).

NLP-based extraction is complex and often requires training or fine-tuning models to perform your exact workload.

Web scraping (freeform text) This type of web scraping is similar to that for structured data, except that it involves scraping data without a predefined format, such as forum posts or news articles. Extracting meaningful data often requires additional methods, such as NLP.

Common data extraction challenges

Data extraction isn’t a straightforward task and may involve several challenges:

Schema drift

This refers to the changes in the data structure in the source system, which can cause the data pipeline to fail due to the mismatch.

Schema drift can occur due to:

  • Adding new columns to the table
  • Renaming a column
  • Dropping a column
  • Change in data type in existing columns

These changes are common, especially with systems that evolve based on business needs.

To solve this problem, use tools that detect and adapt to schema modifications, adapting to new columns or new data types.

Fivetran automatically detects schema changes like new or renamed columns and mapping updates. Learn more ->

Rate limits

Most APIs have rate limits to protect the API from exploitation, meaning there is a maximum number of requests you can make within a specific period. If you exceed the limit, the extraction is blocked or throttled, leading to incomplete data. Also, APIs might have quotas on the volume of data per request or require pagination.

This problem requires implementing strategies to extract data within the set limits. For example, batching can help fetch larger data quantities with fewer API calls. Also, configure your code to catch 429 responses and pause the extraction or slow down, and have a retry logic in place to reattempt failed operations.

Inconsistent data quality

In most cases, raw data at the source contains missing values, duplicates, or other errors that trickle down into your analytics. During extraction, blank values or malformed data can cause failures or incorrect analysis.

You should incorporate data validation and cleaning into the extraction workflow, either at the source or at the point of extraction. Implement checks for completeness and correctness, and verify that you have the expected data records. Also, handle duplicates in such a way that you don’t accidentally pull the same records more than once.

Challenge Solution
Schema drift: Source schema changes over time Auto-schema detection (Fivetran)
Rate limits: API throttling Retry logic, batching
Data quality: Incomplete or inconsistent data Validation, transformation

Best practices for data extraction

Below are some best practices to ensure effective data extraction:

Validate data at the source

Check the data you are extracting for quality. It’s easier to prevent the extraction of bad data at the source than fix it later. Use validation rules, such as format checks, range limits, and required fields, to ensure the data is as clean as possible. This reduces the chance of failing jobs due to unexpected values.

Also, integrate quality control measures into your pipeline. Check for out-of-range or null values in critical fields, and compare current and historic data for anomalies. The goal is to enforce data integrity at the earliest stage possible so that other processes run smoothly.

Automate incremental extraction

Avoid full data dumps for each run. After the initial full load of the dataset, set up the process to extract only new or changed data on subsequent runs. You can rely on change data capture (CDC) mechanisms or use timestamps to track changes.

Incremental extraction keeps system constantly refreshed with new data. With incremental loading, you can handle errors more easily, and if an ETL job fails, you don’t have to reprocess the entire dataset; only the failed increment.

Handle errors and logging

Implement the right error handling to ensure you catch all possible issues that can break your pipeline. Developers implement validation rules and retry logic to address these issues.

When extracting from APIs, you can catch errors using try-catch blocks with retries. You can also parse errors such as malformed JSON or unexpected data types by validating the response structure before processing. Custom error codes and messages (like 403 for permission errors or 429 for rate limit exceeded) can help categorize issues.

With logs, you can capture the context of errors, such as the records causing failures, timestamps, and affected data sources. When implementing logging, ensure you capture detailed information about every error and establish clear procedures to resolve errors.

Monitor and maintain pipelines

Monitor extraction pipelines in real-time using metrics such as resource usage, error rates, data throughput, and latency. Track key KPIs such as data processed per second or job duration.

Use tools like Prometheus to collect metrics and visualize them using Grafana dashboards or cloud equivalents like CloudWatch or Azure Monitor.

Document your extraction process

Define every step of the process, from the data sources and extraction method to validation and transformation. Use data flow diagrams (DFDs) to visually represent how data moves through the extraction system. Also, document the rules and criteria used to validate extracted data, ensuring accuracy.

Why Fivetran is a reliable data extraction tool

Effective data extraction is crucial for an effective ETL process. While it can present a wide range of challenges, using the right techniques and implementing the above best practices can lead to successful extraction.

A practical way to extract data is using a managed platform like Fivetran. With 700+ connectors, incremental CDC, and adaptation to schema drift, Fivetran can run your pipelines reliably. It provides a single dashboard to monitor the sync health, latency, and any errors you may be encountering.

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