Efficy CRM → Neon
AI-first ETL from Efficy CRM into Neon. Governed entities, incremental sync, typed landing tables.
How Datrise loads Efficy CRM into Neon
Datrise syncs Efficy CRM's contacts, accounts, deals, activities, and lifecycle events into Neon as a typed table per source entity. Flexible or custom fields land in jsonb columns, and timestamps such as created, updated, and status changes are typed as timestamptz.
Sync is incremental: Datrise uses a watermark on updated-at, applied with INSERT … ON CONFLICT DO UPDATE, so re-runs update only what changed. Optional declarative partitioning by load date. Neon separates compute from storage, so Datrise batches writes to keep autoscaling compute from cold-starting on every small change.
Ideal for serverless Postgres workloads that scale to zero between syncs.
Endpoints
Efficy CRM: European CRM for SMB and mid-market sales teams.
Neon: Serverless Postgres destination with branching and autoscaling.
How Efficy CRM entities map to Neon
| Efficy CRM entity | Neon object | Notes |
|---|---|---|
| contacts | efficy_contacts | id PK · custom fields → jsonb columns |
| accounts | efficy_accounts | id PK · linked to efficy_contacts |
| deals | efficy_deals | id PK · linked to efficy_contacts |
| activities | efficy_activities | timestamptz events |
FAQ
How does Datrise handle Efficy CRM's custom fields in Neon?
Flexible values are stored as jsonb columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Neon types.
How does the Efficy CRM to Neon sync stay up to date?
It runs incrementally — Datrise uses a watermark on updated-at, applied with INSERT … ON CONFLICT DO UPDATE.
Related pipelines
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Early access
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