Clari Local Dev Loop
Overview
Local development workflow for Clari integrations: mock forecast data for offline testing, schedule recurring exports, and build data transformation pipelines.
Prerequisites
- Completed
clari-install-auth setup
- Python 3.10+ or Node.js 18+
- Local database or data warehouse access for testing
Instructions
Step 1: Project Structure
clari-integration/
├── src/
│ ├── clari_client.py # API client wrapper
│ ├── export_pipeline.py # Export and transform pipeline
│ ├── models.py # Data models for forecast data
│ └── config.py # Environment config
├── tests/
│ ├── fixtures/
│ │ ├── forecast_export.json # Sample export response
│ │ └── job_status.json # Sample job status
│ └── test_pipeline.py
├── .env.local # Dev credentials (git-ignored)
├── .env.example
└── requirements.txt
Step 2: Mock Forecast Data for Testing
MOCK_FORECAST = {
"entries": [
{
"ownerName": "Jane Smith",
"ownerEmail": "jane@example.com",
"forecastAmount": 250000,
"quotaAmount": 300000,
"crmTotal": 180000,
"crmClosed": 120000,
"adjustmentAmount": 15000,
"timePeriod": "2026_Q1"
},
{
"ownerName": "Bob Johnson",
"ownerEmail": "bob@example.com",
"forecastAmount": 180000,
"quotaAmount": 250000,
"crmTotal": 140000,
"crmClosed": 90000,
"adjustmentAmount": 0,
"timePeriod": "2026_Q1"
}
]
}
Step 3: Test Pipeline Without API Calls
import pytest
from src.export_pipeline import transform_forecast_data
def test_forecast_aggregation():
data = MOCK_FORECAST
result = transform_forecast_data(data)
assert result["total_forecast"] == 430000
assert result["total_quota"] == 550000
assert result["attainment_percent"] == pytest.approx(78.2, rel=0.1)
assert len(result["reps"]) == 2
def test_handles_empty_export():
result = transform_forecast_data({"entries": []})
assert result["total_forecast"] == 0
Step 4: Development Run Script
#!/bin/bash
set -euo pipefail
source .env.local
echo "=== Clari Dev Export ==="
python3 src/export_pipeline.py \
--forecast "company_forecast" \
--period "2026_Q1" \
--format json \
--output ./data/latest-export.json
echo "Export saved to ./data/latest-export.json"
echo "Records: $(jq '.entries | length' ./data/latest-export.json)"
Error Handling
| Error | Cause | Solution |
|---|
| Import error | Missing dependency | pip install -r requirements.txt |
| Empty export | Wrong time period | Use a period with submitted forecasts |
| Mock data stale | Schema changed | Re-download a sample from API |
.env.local not loading | Missing dotenv | pip install python-dotenv |
Resources
Next Steps
See clari-sdk-patterns for production-ready API wrappers.
