Efficy CRM to Metabase Integration
AI-first ETL from Efficy CRM into Metabase. Governed entities, incremental sync, typed landing tables.
How Datrise loads Efficy CRM into Metabase
Datrise syncs Efficy CRM's contacts, companies, opportunities, actions, campaigns, and service tickets 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
Efficy CRM: European CRM suite for sales, marketing, and service.
Metabase: Open-source analytics with questions, dashboards, and embedded insights.
How Efficy CRM entities map to Metabase
| Efficy CRM entity | Metabase object | Notes |
|---|---|---|
| contacts | efficy_contacts | id PK · custom fields → flattened columns for the question builder |
| companies | efficy_companies | id PK · linked to efficy_contacts |
| opportunities | efficy_opportunities | id PK · linked to efficy_contacts |
| actions | efficy_actions | id PK · linked to efficy_contacts |
FAQ
How does Datrise handle Efficy CRM'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 Efficy CRM to Metabase sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables.
Related pipelines
More destinations for Efficy CRM
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