HighLevel → Holistics
AI-first ETL from HighLevel into Holistics. Governed entities, incremental sync, typed landing tables.
How Datrise loads HighLevel into Holistics
Datrise syncs HighLevel's agency CRM records, funnels, opportunities, and messaging workflows into Holistics as warehouse tables modeled in Holistics. Flexible or custom fields land in flattened columns for the modeling layer, and timestamps such as created, updated, and status changes are typed as date/time dimensions.
Sync is incremental: Datrise uses incremental refresh of the modeled tables, so re-runs update only what changed. Date-partitioned facts for fast aggregates. Holistics models data as code on top of SQL, so Datrise lands stable column names to keep your models from drifting.
Ideal for as-code BI modeling on a warehouse.
Endpoints
HighLevel: Agency-focused CRM for leads, funnels, and customer messaging.
Holistics: Self-service BI with modeling layers and scheduled report delivery.
How HighLevel entities map to Holistics
| HighLevel entity | Holistics object | Notes |
|---|---|---|
| agency CRM records | highlevel_agency_crm_records | id PK · custom fields → flattened columns for the modeling layer |
| funnels | highlevel_funnels | id PK · linked to highlevel_agency_crm_records |
| opportunities | highlevel_opportunities | id PK · linked to highlevel_agency_crm_records |
| messaging workflows | highlevel_messaging_workflows | id PK · linked to highlevel_agency_crm_records |
FAQ
How does Datrise handle HighLevel's custom fields in Holistics?
Flexible values are stored as flattened columns for the modeling layer, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Holistics types.
How does the HighLevel to Holistics sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the modeled tables.
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