DatriseAI-first ETL

Dolibarr Tableau

AI-first ETL from Dolibarr into Tableau. Governed entities, incremental sync, typed landing tables.

How Datrise loads Dolibarr into Tableau

Datrise syncs Dolibarr's contacts, accounts, deals, activities, and lifecycle events into Tableau as warehouse tables or a refreshed .hyper extract. Flexible or custom fields land in flattened columns for Tableau fields, and timestamps such as created, updated, and status changes are typed as date/datetime fields.

Sync is incremental: Datrise uses incremental refresh of the tables behind a live connection or extract, so re-runs update only what changed. Date-partitioned facts to keep extract refresh quick. Tableau .hyper extracts snapshot data, so Datrise keeps the source tables incremental and lets you choose live vs extract.

Ideal for visual analytics and dashboards in Tableau.

Endpoints

Dolibarr: Open-source CRM for customizable sales and customer workflows.

Tableau: Salesforce analytics platform for interactive dashboards and visual exploration.

How Dolibarr entities map to Tableau

Dolibarr entityTableau objectNotes
contactsdolibarr_contactsid PK · custom fields → flattened columns for Tableau fields
accountsdolibarr_accountsid PK · linked to dolibarr_contacts
dealsdolibarr_dealsid PK · linked to dolibarr_contacts
activitiesdolibarr_activitiesdate/datetime fields events

FAQ

How does Datrise handle Dolibarr's custom fields in Tableau?

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

How does the Dolibarr to Tableau sync stay up to date?

It runs incrementally — Datrise uses incremental refresh of the tables behind a live connection or extract.

Related pipelines

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