feature(examples): Add Aroflo connector

[fivertran-karunveluru]

AroFlo Connector

Created: 2025-10-31

Business Owner: Field Service Operations Team

Technical Owner: Data Engineering Team

Last Updated: 2025-10-31

Business Context

• Data Source: AroFlo API for field service management, workforce, supplier, and payment data
• Business Criticality: High - supports field service operations, workforce management, supplier relationships, and payment tracking
• Data Consumers: Field service managers, operations teams, finance teams, supplier management, executive leadership
• Business SLAs: Data must be fresh within 4 hours for operational reporting, 24 hours for historical analytics
• Compliance Requirements: Data privacy compliance for employee and supplier information, financial data accuracy requirements
• Budget Constraints: AroFlo API access included with subscription, rate limits based on plan tier

Technical Context

• API Documentation: https://api.aroflo.com/v1 (API endpoint)
• Authentication Method: Bearer token authentication with API key
• Rate Limits: Varies by AroFlo plan, typically 500-5000 requests/hour
• Data Volume:
  • Users: 10-10,000+ field service employees per organization
  • Suppliers: 50-1,000+ suppliers per organization
  • Payments: 100-50,000+ payment transactions per year per organization
• Data Velocity: User and supplier data updated on changes, payments updated daily/weekly based on transaction volume
• Data Quality: Structured JSON with consistent schema, some fields may be null for incomplete records
• Network Considerations: HTTPS only, RESTful API with standard reliability

Operational Context

• Deployment Environment: Development (sandbox), staging, and production environments
• Monitoring Requirements: Alert on >2% error rate, >2 hour sync time, payment data discrepancies
• Maintenance Windows: Weekends for non-critical updates, immediate deployment for operational-critical fixes
• Team Structure: Data Engineering team, Field Service Operations, Finance teams, Supplier Management
• Escalation Path: Data Engineer → Team Lead → Operations Director → COO

API-Specific Details

• Base Endpoint: https://api.aroflo.com/v1
• Authentication: Bearer token in Authorization header (API key)
• Pagination: page and per_page parameters (default 100, max 1000 per page)
• Date Format: ISO 8601 (e.g., 2024-01-15T10:30:00Z)
• Response Format: JSON with nested objects and arrays
• Key Endpoints:
  • /users - Employee/user data, roles, access levels, and territory information
  • /suppliers - Supplier contact information, payment terms, and status
  • /payments - Payment transaction records, amounts, and reference data

Data Schema Overview

• users: Employee personal information, roles, departments, access levels, and territory assignments
• suppliers: Supplier contact details, addresses, payment terms, tax information, and account codes
• payments: Payment transactions with amounts, currencies, payment methods, status, and related job/invoice references

Data Replication Expectations

• Initial Sync: Last 90 days of historical data by default (configurable up to 365 days)
• Incremental Sync: Data since last successful sync timestamp using modified_since parameter
• Sync Frequency:
  • Production: Every 4 hours for operational data, daily for historical reporting
  • Development: Daily for all data types
• Data Retention: 3-7 years of historical data for compliance and operational requirements
• Backfill Capability: Full historical data available based on AroFlo retention policies
• Data Consistency: Near real-time with 4-hour maximum lag for operational reporting

Operational Requirements

• Uptime SLA: 99.5% availability during business hours (field service operations critical)
• Performance SLA:
  • Initial sync: <3 hours for 90 days of historical data
  • Incremental sync: <45 minutes for daily updates
• Error Handling:
  • Automatic retry with exponential backoff and jitter
  • Dead letter queue for failed user/supplier/payment records
  • Alert on consecutive sync failures during business hours
• Monitoring:
  • API response times and error rates
  • User and supplier count trends and anomaly detection
  • Payment data completeness validation
  • Rate limit utilization tracking
• Security:
  • API keys rotated every 90 days
  • Access logs maintained for 2 years (compliance)
  • Employee and supplier PII handling per privacy regulations

Rate Limiting Strategy

• Basic Plan: 500 requests/hour, 5,000 requests/day
• Professional Plan: 2,000 requests/hour, 20,000 requests/day
• Enterprise Plan: 5,000 requests/hour, 50,000 requests/day
• Recommended: Implement exponential backoff with jitter for 429 responses
• Error Handling: 429 status code indicates rate limit exceeded, respect Retry-After header
• Monitoring: Track rate limit utilization and plan for subscription upgrades

Data Quality Considerations

• Required Fields: user/supplier/payment id, timestamps (created_at, updated_at)
• Optional Fields: email, phone, address, payment amounts, reference numbers
• Data Validation:
  • IDs must be unique within each entity type
  • Email addresses must be valid format when present
  • Payment amounts must be non-negative numbers
  • Currency codes must be valid ISO 4217 format
• Data Completeness:
  • Users: 95%+ have basic demographic and role data
  • Suppliers: 90%+ have complete contact information
  • Payments: 98%+ have complete transaction details
• Duplicate Handling: Primary key constraints prevent duplicate records within each table

Integration Points

• Fivetran Destinations: Snowflake, BigQuery, Redshift, PostgreSQL
• Downstream Systems:
  • Field service management systems
  • Workforce planning and analytics platforms
  • Supplier relationship management (SRM) systems
  • Financial reporting and accounting systems
  • Business intelligence and reporting tools
• Data Dependencies: None - standalone field service data source
• External Dependencies: AroFlo API availability, payment processing schedules

Disaster Recovery

• Backup Strategy: Daily snapshots of all operational tables
• Recovery Time Objective: 6 hours for full data recovery
• Recovery Point Objective: 4 hours maximum data loss for operational data
• Failover: Automatic failover to backup API credentials
• Testing: Quarterly disaster recovery drills with operations team validation

Compliance & Security

• Data Classification: Employee PII - sensitive, supplier data - confidential, payment data - financial sensitive
• Retention Policy: 3-7 years for payment data (compliance), 2 years for operational data
• Access Controls: Strict role-based access with principle of least privilege
• Audit Trail: All data access logged and monitored for compliance audits
• Encryption: Data encrypted in transit and at rest with enterprise-grade security
• Privacy: GDPR compliance for EU data, CCPA compliance for CA data, data privacy regulations

Performance Optimization

• Parallel Processing: Multiple API calls for different data types and entities
• Caching: User and supplier metadata cached for 24 hours
• Indexing: User ID, supplier ID, payment ID, and date columns indexed
• Partitioning: Payment data partitioned by date for efficient querying
• Compression: Historical payment data compressed for storage efficiency
• Memory Efficiency: Streaming generator patterns prevent memory accumulation for large datasets

Troubleshooting Guide

• Common Issues:
  • Rate limit exceeded: Reduce sync frequency or upgrade AroFlo plan
  • API key expired: Verify key rotation and permissions
  • Missing user data: Check API key scope and user active status
  • Timeout errors: Increase timeout values or reduce page size
  • Payment data discrepancies: Validate payment date ranges and status filtering
  • Incremental sync gaps: Verify modified_since parameter and checkpoint handling
• Debug Mode: Enable detailed logging with enable_debug_logging configuration parameter
• Support Contacts:
  • Technical: Data Engineering team
  • Business: Field Service Operations team
  • Vendor: AroFlo support (for API and account issues)
  • Compliance: Legal/Compliance team (for privacy and regulatory issues)

Checklist

Some tips and links to help validate your PR:

• Tested the connector with fivetran debug command.
• Added/Updated example specific README.md file, refer here for template.
• Followed Python Coding Standards, refer here

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