Capsule CRM → MongoDB
AI-first ETL from Capsule CRM into MongoDB. Governed entities, incremental sync, typed landing tables.
How Datrise loads Capsule CRM into MongoDB
Datrise syncs Capsule CRM's contacts, opportunities, tracks, and lightweight sales process data 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
Capsule CRM: SMB CRM for contacts, opportunities, and lightweight workflows.
MongoDB: Document database for flexible schemas.
How Capsule CRM entities map to MongoDB
| Capsule CRM entity | MongoDB object | Notes |
|---|---|---|
| contacts | capsule_crm_contacts | id PK · custom fields → native nested documents |
| opportunities | capsule_crm_opportunities | id PK · linked to capsule_crm_contacts |
| tracks | capsule_crm_tracks | id PK · linked to capsule_crm_contacts |
| lightweight sales process data | capsule_crm_lightweight_sales_process_data | id PK · linked to capsule_crm_contacts |
FAQ
How does Datrise handle Capsule CRM'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 Capsule CRM to MongoDB sync stay up to date?
It runs incrementally — Datrise uses upserts by stable id with updateOne(upsert) on the source primary key.
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