DatriseAI-first ETL

Buildertrend MongoDB

AI-first ETL from Buildertrend into MongoDB. Governed entities, incremental sync, typed landing tables.

How Datrise loads Buildertrend into MongoDB

Datrise syncs Buildertrend's contacts, accounts, deals, activities, and lifecycle events into MongoDB as a collection per source entity. Flexible or custom fields land in native nested documents, and timestamps such as created, updated, and status changes are typed as BSON Date.

Sync is incremental: Datrise uses upserts by stable id with updateOne(upsert) on the source primary key, so re-runs update only what changed. Optional sharding on the entity id for large collections. Mongo has no fixed schema, so Datrise keeps field types consistent across documents to avoid mixed-type query surprises.

Ideal for document-oriented apps that want CRM data in their existing Mongo store.

Endpoints

Buildertrend: Construction CRM for jobs, estimates, and contractor pipelines.

MongoDB: Document database for flexible schemas.

How Buildertrend entities map to MongoDB

Buildertrend entityMongoDB objectNotes
contactsbuildertrend_contactsid PK · custom fields → native nested documents
accountsbuildertrend_accountsid PK · linked to buildertrend_contacts
dealsbuildertrend_dealsid PK · linked to buildertrend_contacts
activitiesbuildertrend_activitiesBSON Date events

FAQ

How does Datrise handle Buildertrend's custom fields in MongoDB?

Flexible values are stored as native nested documents, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native MongoDB types.

How does the Buildertrend to MongoDB sync stay up to date?

It runs incrementally — Datrise uses upserts by stable id with updateOne(upsert) on the source primary key.

Related pipelines

Early access

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