EspoCRM → Yellowfin
AI-first ETL from EspoCRM into Yellowfin. Governed entities, incremental sync, typed landing tables.
How Datrise loads EspoCRM into Yellowfin
Datrise syncs EspoCRM's pipeline entities, custom objects, and process automation events into Yellowfin as warehouse tables Yellowfin builds views on. Flexible or custom fields land in flattened columns, and timestamps such as created, updated, and status changes are typed as date/time dimensions.
Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts. Yellowfin views reference columns by name, so Datrise lands stable, well-typed columns to keep reports valid.
Ideal for dashboards with automated data storytelling.
Endpoints
EspoCRM: Open-source CRM for pipeline management and custom entity modeling.
Yellowfin: BI suite with dashboards, automated insights, and data storytelling.
How EspoCRM entities map to Yellowfin
| EspoCRM entity | Yellowfin object | Notes |
|---|---|---|
| pipeline entities | espocrm_pipeline_entities | id PK · custom fields → flattened columns |
| custom objects | espocrm_custom_objects | id PK · linked to espocrm_pipeline_entities |
| process automation events | espocrm_process_automation_events | date/time dimensions events |
FAQ
How does Datrise handle EspoCRM's custom fields in Yellowfin?
Flexible values are stored as flattened columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Yellowfin types.
How does the EspoCRM to Yellowfin sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables.
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