1С:CRM to Klipfolio Integration
AI-first ETL from 1С:CRM into Klipfolio. Governed entities, incremental sync, typed landing tables.
How Datrise loads 1С:CRM into Klipfolio
Datrise syncs 1С:CRM's counterparties, deals, interactions, orders, tasks, and business processes into Klipfolio as query-ready tables or feeds Klipfolio reads. Flexible or custom fields land in flattened columns for Klips, and timestamps such as created, updated, and status changes are typed as date/time columns.
Sync is incremental: Datrise uses incremental refresh of the connected tables or data feeds, so re-runs update only what changed. Date-partitioned facts for trend Klips. Klipfolio pulls from sources on a refresh interval, so Datrise keeps tables incrementally current to match.
Ideal for real-time KPI dashboards and wallboards.
Endpoints
1С:CRM: CRM built on the 1C platform for sales and back-office.
Klipfolio: Dashboard platform for real-time KPIs and metric wallboards.
How 1С:CRM entities map to Klipfolio
| 1С:CRM entity | Klipfolio object | Notes |
|---|---|---|
| counterparties | 1c_crm_counterparties | id PK · custom fields → flattened columns for Klips |
| deals | 1c_crm_deals | id PK · linked to 1c_crm_counterparties |
| interactions | 1c_crm_interactions | id PK · linked to 1c_crm_counterparties |
| orders | 1c_crm_orders | id PK · linked to 1c_crm_counterparties |
FAQ
How does Datrise handle 1С:CRM's custom fields in Klipfolio?
Flexible values are stored as flattened columns for Klips, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Klipfolio types.
How does the 1С:CRM to Klipfolio sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables or data feeds.
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