DatriseAI-first ETL

EspoCRM Redash

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

How Datrise loads EspoCRM into Redash

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

Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts for scheduled queries. Redash caches query results on a schedule, so Datrise keeps tables incrementally fresh so cached dashboards reflect reality.

Ideal for lightweight, query-driven dashboards.

Endpoints

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

Redash: Open-source SQL client for queries, visualizations, and dashboards.

How EspoCRM entities map to Redash

EspoCRM entityRedash objectNotes
pipeline entitiesespocrm_pipeline_entitiesid PK · custom fields → flattened columns for query results
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 Redash?

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

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

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

Related pipelines

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