DatriseAI-first ETL

EspoCRM Mode

AI-first ETL from EspoCRM into Mode. Governed entities, incremental sync, typed landing tables.

How Datrise loads EspoCRM into Mode

Datrise syncs EspoCRM's pipeline entities, custom objects, and process automation events into Mode as warehouse tables Mode queries with SQL. Flexible or custom fields land in flattened columns for SQL and notebooks, and timestamps such as created, updated, and status changes are typed as temporal columns.

Sync is incremental: Datrise uses incremental refresh of the queried tables, so re-runs update only what changed. Date-partitioned facts for report queries. Mode runs analyst-written SQL, so Datrise lands stable, documented tables that won't break saved reports.

Ideal for SQL-first analysis with Python and R notebooks.

Endpoints

EspoCRM: Open-source CRM for pipeline management and custom entity modeling.

Mode: Collaborative analytics workspace for SQL, Python, and shared reports.

How EspoCRM entities map to Mode

EspoCRM entityMode objectNotes
pipeline entitiesespocrm_pipeline_entitiesid PK · custom fields → flattened columns for SQL and notebooks
custom objectsespocrm_custom_objectsid PK · linked to espocrm_pipeline_entities
process automation eventsespocrm_process_automation_eventstemporal columns events

FAQ

How does Datrise handle EspoCRM's custom fields in Mode?

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

How does the EspoCRM to Mode sync stay up to date?

It runs incrementally — Datrise uses incremental refresh of the queried tables.

Related pipelines

Early access

Connect EspoCRM to Mode the easy way

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