Efficy CRM to Microsoft SQL Server Integration
AI-first ETL from Efficy CRM into Microsoft SQL Server. Governed entities, incremental sync, typed landing tables.
How Datrise loads Efficy CRM into Microsoft SQL Server
Datrise syncs Efficy CRM's contacts, companies, opportunities, actions, campaigns, and service tickets into Microsoft SQL Server as a typed table per source entity. Flexible or custom fields land in NVARCHAR(MAX) JSON columns, and timestamps such as created, updated, and status changes are typed as datetime2.
Sync is incremental: Datrise uses a watermark on updated-at, applied with a MERGE statement, so re-runs update only what changed. Optional partitioned tables on a date partition function. SQL Server defaults to a case-insensitive collation, so Datrise preserves original casing in a metadata column to avoid silent key collisions.
Ideal for Microsoft-stack analytics and Power BI Import models.
Endpoints
Efficy CRM: European CRM suite for sales, marketing, and service.
Microsoft SQL Server: Microsoft relational DB with enterprise features.
How Efficy CRM entities map to Microsoft SQL Server
| Efficy CRM entity | Microsoft SQL Server object | Notes |
|---|---|---|
| contacts | efficy_contacts | id PK · custom fields → NVARCHAR(MAX) JSON columns |
| 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 Microsoft SQL Server?
Flexible values are stored as NVARCHAR(MAX) JSON columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Microsoft SQL Server types.
How does the Efficy CRM to Microsoft SQL Server sync stay up to date?
It runs incrementally — Datrise uses a watermark on updated-at, applied with a MERGE statement.
Related pipelines
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- Efficy CRM → Azure Data Lake Storage
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Early access
Connect Efficy CRM to Microsoft SQL Server the easy way
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