DatriseAI-first ETL

Efficy CRM to PlanetScale Integration

AI-first ETL from Efficy CRM into PlanetScale. Governed entities, incremental sync, typed landing tables.

How Datrise loads Efficy CRM into PlanetScale

Datrise syncs Efficy CRM's contacts, companies, opportunities, actions, campaigns, and service tickets into PlanetScale as a typed table per source entity. Flexible or custom fields land in JSON columns, and timestamps such as created, updated, and status changes are typed as DATETIME.

Sync is incremental: Datrise uses a watermark on updated-at, applied with INSERT … ON DUPLICATE KEY UPDATE, so re-runs update only what changed. Vitess sharding by tenant or entity key for very large tables. PlanetScale disallows foreign-key constraints by default, so Datrise models relationships by stable id columns rather than enforced FKs.

Ideal for horizontally scalable MySQL apps on Vitess.

Endpoints

Efficy CRM: European CRM suite for sales, marketing, and service.

PlanetScale: Serverless MySQL platform with safe schema workflows.

How Efficy CRM entities map to PlanetScale

Efficy CRM entityPlanetScale objectNotes
contactsefficy_contactsid PK · custom fields → JSON columns
companiesefficy_companiesid PK · linked to efficy_contacts
opportunitiesefficy_opportunitiesid PK · linked to efficy_contacts
actionsefficy_actionsid PK · linked to efficy_contacts

FAQ

How does Datrise handle Efficy CRM's custom fields in PlanetScale?

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

How does the Efficy CRM to PlanetScale sync stay up to date?

It runs incrementally — Datrise uses a watermark on updated-at, applied with INSERT … ON DUPLICATE KEY UPDATE.

Related pipelines

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