Bigin by Zoho → Metabase
AI-first ETL from Bigin by Zoho into Metabase. Governed entities, incremental sync, typed landing tables.
How Datrise loads Bigin by Zoho into Metabase
Datrise syncs Bigin by Zoho's SMB leads, contacts, deals, and day-to-day activity tracking 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
Bigin by Zoho: SMB CRM source for leads, deals, and activity tracking.
Metabase: Open-source analytics with questions, dashboards, and embedded insights.
How Bigin by Zoho entities map to Metabase
| Bigin by Zoho entity | Metabase object | Notes |
|---|---|---|
| SMB leads | bigin_by_zoho_smb_leads | id PK · custom fields → flattened columns for the question builder |
| contacts | bigin_by_zoho_contacts | id PK · linked to bigin_by_zoho_smb_leads |
| deals | bigin_by_zoho_deals | id PK · linked to bigin_by_zoho_smb_leads |
| day-to-day activity tracking | bigin_by_zoho_day_to_day_activity_tracking | temporal columns for trends events |
FAQ
How does Datrise handle Bigin by Zoho'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 Bigin by Zoho to Metabase sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables.
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