DatriseAI-first ETL

Follow Up Boss Microsoft SQL Server

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

How Datrise loads Follow Up Boss into Microsoft SQL Server

Datrise syncs Follow Up Boss's contacts, accounts, deals, activities, and lifecycle events into Microsoft SQL Server as a typed table per source entity. Flexible or custom fields land in NVARCHAR(MAX) JSON columns, and timestamps such as created, updated, and status changes are typed as datetime2.

Sync is incremental: Datrise uses a watermark on updated-at, applied with a MERGE statement, so re-runs update only what changed. Optional partitioned tables on a date partition function. SQL Server defaults to a case-insensitive collation, so Datrise preserves original casing in a metadata column to avoid silent key collisions.

Ideal for Microsoft-stack analytics and Power BI Import models.

Endpoints

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

Microsoft SQL Server: Microsoft relational DB with enterprise features.

How Follow Up Boss entities map to Microsoft SQL Server

Follow Up Boss entityMicrosoft SQL Server objectNotes
contactsfollow_up_boss_contactsid PK · custom fields → NVARCHAR(MAX) JSON 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_activitiesdatetime2 events

FAQ

How does Datrise handle Follow Up Boss's custom fields in Microsoft SQL Server?

Flexible values are stored as NVARCHAR(MAX) JSON columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Microsoft SQL Server types.

How does the Follow Up Boss to Microsoft SQL Server sync stay up to date?

It runs incrementally — Datrise uses a watermark on updated-at, applied with a MERGE statement.

Related pipelines

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