DatriseAI-first ETL

folk Yellowfin

AI-first ETL from folk into Yellowfin. Governed entities, incremental sync, typed landing tables.

How Datrise loads folk into Yellowfin

Datrise syncs folk's contacts, accounts, deals, activities, and lifecycle 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

folk: AI-native CRM for relationship data, enrichment, and workflow automation.

Yellowfin: BI suite with dashboards, automated insights, and data storytelling.

How folk entities map to Yellowfin

folk entityYellowfin objectNotes
contactsfolk_contactsid PK · custom fields → flattened columns
accountsfolk_accountsid PK · linked to folk_contacts
dealsfolk_dealsid PK · linked to folk_contacts
activitiesfolk_activitiesdate/time dimensions events

FAQ

How does Datrise handle folk'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 folk to Yellowfin sync stay up to date?

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

Related pipelines

Early access

Connect folk to Yellowfin the easy way

Skip brittle scripts and manual exports. Join the waitlist to get a guided setup, AI-assisted mapping, and reliable incremental sync for this integration.