HighLevel → Klipfolio
AI-first ETL from HighLevel into Klipfolio. Governed entities, incremental sync, typed landing tables.
How Datrise loads HighLevel into Klipfolio
Datrise syncs HighLevel's agency CRM records, funnels, opportunities, and messaging workflows into Klipfolio as query-ready tables or feeds Klipfolio reads. Flexible or custom fields land in flattened columns for Klips, and timestamps such as created, updated, and status changes are typed as date/time columns.
Sync is incremental: Datrise uses incremental refresh of the connected tables or data feeds, so re-runs update only what changed. Date-partitioned facts for trend Klips. Klipfolio pulls from sources on a refresh interval, so Datrise keeps tables incrementally current to match.
Ideal for real-time KPI dashboards and wallboards.
Endpoints
HighLevel: Agency-focused CRM for leads, funnels, and customer messaging.
Klipfolio: Dashboard platform for real-time KPIs and metric wallboards.
How HighLevel entities map to Klipfolio
| HighLevel entity | Klipfolio object | Notes |
|---|---|---|
| agency CRM records | highlevel_agency_crm_records | id PK · custom fields → flattened columns for Klips |
| 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 Klipfolio?
Flexible values are stored as flattened columns for Klips, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Klipfolio types.
How does the HighLevel to Klipfolio sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables or data feeds.
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