DatriseAI-first ETL

Efficy CRM Microsoft SQL Server

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, accounts, deals, activities, and lifecycle events 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 for SMB and mid-market sales teams.

Microsoft SQL Server: Microsoft relational DB with enterprise features.

How Efficy CRM entities map to Microsoft SQL Server

Efficy CRM entityMicrosoft SQL Server objectNotes
contactsefficy_contactsid PK · custom fields → NVARCHAR(MAX) JSON columns
accountsefficy_accountsid PK · linked to efficy_contacts
dealsefficy_dealsid PK · linked to efficy_contacts
activitiesefficy_activitiesdatetime2 events

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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