Agendor to Holistics Integration

How Datrise loads Agendor into Holistics

Datrise syncs Agendor's organizations, people, deals, funnel stages, activities, and proposals into Holistics as warehouse tables modeled in Holistics. Flexible or custom fields land in flattened columns for the modeling layer, and timestamps such as created, updated, and status changes are typed as date/time dimensions.

Sync is incremental: Datrise uses incremental refresh of the modeled tables, so re-runs update only what changed. Date-partitioned facts for fast aggregates. Holistics models data as code on top of SQL, so Datrise lands stable column names to keep your models from drifting.

Ideal for as-code BI modeling on a warehouse.

Endpoints

Agendor: Brazilian sales CRM for pipeline and account follow-up.

Holistics: Self-service BI with modeling layers and scheduled report delivery.

How Agendor entities map to Holistics

Agendor entity	Holistics object	Notes
organizations	`agendor_organizations`	id PK · custom fields → flattened columns for the modeling layer
people	`agendor_people`	id PK · linked to agendor_organizations
deals	`agendor_deals`	id PK · linked to agendor_organizations
funnel stages	`agendor_funnel_stages`	id PK · linked to agendor_organizations

FAQ

How does Datrise handle Agendor's custom fields in Holistics?

Flexible values are stored as flattened columns for the modeling layer, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Holistics types.

How does the Agendor to Holistics sync stay up to date?

It runs incrementally — Datrise uses incremental refresh of the modeled tables.

Related pipelines

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