Efficy CRM to Qlik Integration
AI-first ETL from Efficy CRM into Qlik. Governed entities, incremental sync, typed landing tables.
How Datrise loads Efficy CRM into Qlik
Datrise syncs Efficy CRM's contacts, companies, opportunities, actions, campaigns, and service tickets into Qlik as tables loaded into Qlik's associative engine (often via QVD). Flexible or custom fields land in flattened columns for the data model, and timestamps such as created, updated, and status changes are typed as date/time fields.
Sync is incremental: Datrise uses incremental QVD loads merged on stable id, so re-runs update only what changed. QVD files per entity and load date. Qlik's associative model joins on identically named fields, so Datrise standardizes key names so associations link correctly.
Ideal for associative, in-memory exploration in Qlik Sense.
Endpoints
Efficy CRM: European CRM suite for sales, marketing, and service.
Qlik: Associative analytics with Qlik Sense apps and governed data models.
How Efficy CRM entities map to Qlik
| Efficy CRM entity | Qlik object | Notes |
|---|---|---|
| contacts | efficy_contacts | id PK · custom fields → flattened columns for the data model |
| 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 Qlik?
Flexible values are stored as flattened columns for the data model, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Qlik types.
How does the Efficy CRM to Qlik sync stay up to date?
It runs incrementally — Datrise uses incremental QVD loads merged on stable id.
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