DatriseAI-first ETL

Follow Up Boss ClickHouse

AI-first ETL from Follow Up Boss into ClickHouse. Governed entities, incremental sync, typed landing tables.

How Datrise loads Follow Up Boss into ClickHouse

Datrise syncs Follow Up Boss's contacts, accounts, deals, activities, and lifecycle events into ClickHouse as a MergeTree table per source entity. Flexible or custom fields land in JSON or Map columns, and timestamps such as created, updated, and status changes are typed as DateTime64.

Sync is incremental: Datrise uses inserts into a ReplacingMergeTree keyed on stable id, so the latest version wins on merge, so re-runs update only what changed. Partition by month and order by (entity id, updated-at) for fast range scans. ClickHouse deduplicates asynchronously on merge, so Datrise uses ReplacingMergeTree and FINAL-safe queries rather than assuming immediate upserts.

Ideal for high-volume event analytics that need sub-second aggregation.

Endpoints

Follow Up Boss: Real estate CRM for leads, listings, and agent follow-up.

ClickHouse: Columnar OLAP engine for fast aggregations.

How Follow Up Boss entities map to ClickHouse

Follow Up Boss entityClickHouse objectNotes
contactsfollow_up_boss_contactsid PK · custom fields → JSON or Map columns
accountsfollow_up_boss_accountsid PK · linked to follow_up_boss_contacts
dealsfollow_up_boss_dealsid PK · linked to follow_up_boss_contacts
activitiesfollow_up_boss_activitiesDateTime64 events

FAQ

How does Datrise handle Follow Up Boss's custom fields in ClickHouse?

Flexible values are stored as JSON or Map columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native ClickHouse types.

How does the Follow Up Boss to ClickHouse sync stay up to date?

It runs incrementally — Datrise uses inserts into a ReplacingMergeTree keyed on stable id, so the latest version wins on merge.

Related pipelines

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