Agendor → Metabase
AI-first ETL from Agendor into Metabase. Governed entities, incremental sync, typed landing tables.
How Datrise loads Agendor into Metabase
Datrise syncs Agendor's contacts, accounts, deals, activities, and lifecycle events into Metabase as clean SQL tables Metabase auto-discovers. Flexible or custom fields land in flattened columns for the question builder, and timestamps such as created, updated, and status changes are typed as temporal columns for trends.
Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts for large questions. Metabase auto-scans schemas, so Datrise uses readable table and column names so the no-code UI stays self-explanatory.
Ideal for self-serve questions and dashboards for whole teams.
Endpoints
Agendor: CRM widely used in Latin America for sales pipeline and customer ops.
Metabase: Open-source analytics with questions, dashboards, and embedded insights.
How Agendor entities map to Metabase
| Agendor entity | Metabase object | Notes |
|---|---|---|
| contacts | agendor_contacts | id PK · custom fields → flattened columns for the question builder |
| accounts | agendor_accounts | id PK · linked to agendor_contacts |
| deals | agendor_deals | id PK · linked to agendor_contacts |
| activities | agendor_activities | temporal columns for trends events |
FAQ
How does Datrise handle Agendor's custom fields in Metabase?
Flexible values are stored as flattened columns for the question builder, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Metabase types.
How does the Agendor to Metabase sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables.
Related pipelines
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