DatriseAI-first ETL

Hellobaton to Yellowfin Integration

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

How Datrise loads Hellobaton into Yellowfin

Datrise syncs Hellobaton's projects, tasks, milestones, companies, users, and time entries 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

Hellobaton: Client onboarding and implementation project tracking.

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

How Hellobaton entities map to Yellowfin

Hellobaton entityYellowfin objectNotes
projectshellobaton_projectsid PK · custom fields → flattened columns
taskshellobaton_tasksid PK · linked to hellobaton_projects
milestoneshellobaton_milestonesid PK · linked to hellobaton_projects
companieshellobaton_companiesid PK · linked to hellobaton_projects

FAQ

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

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

Related pipelines

Early access

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