DatriseAI-first ETL

Creatio Holistics

AI-first ETL from Creatio into Holistics. Governed entities, incremental sync, typed landing tables.

How Datrise loads Creatio into Holistics

Datrise syncs Creatio's no-code CRM processes, entities, and cross-team workflow orchestration 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

Creatio: No-code CRM and process automation platform for enterprise teams.

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

How Creatio entities map to Holistics

Creatio entityHolistics objectNotes
no-code CRM processescreatio_no_code_crm_processesid PK · custom fields → flattened columns for the modeling layer
entitiescreatio_entitiesid PK · linked to creatio_no_code_crm_processes
cross-team workflow orchestrationcreatio_cross_team_workflow_orchestrationid PK · linked to creatio_no_code_crm_processes

FAQ

How does Datrise handle Creatio'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 Creatio to Holistics sync stay up to date?

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

Related pipelines

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