DatriseAI-first ETL

HighLevel Looker Studio

AI-first ETL from HighLevel into Looker Studio. Governed entities, incremental sync, typed landing tables.

How Datrise loads HighLevel into Looker Studio

Datrise syncs HighLevel's agency CRM records, funnels, opportunities, and messaging workflows into Looker Studio as warehouse tables Looker Studio connects to. Flexible or custom fields land in flattened columns for chart fields, and timestamps such as created, updated, and status changes are typed as date dimension columns.

Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned tables to keep extract refresh fast. Looker Studio performs best on pre-aggregated tables, so Datrise lands tidy, report-shaped tables rather than raw API payloads.

Ideal for free, shareable dashboards on Google data sources.

Endpoints

HighLevel: Agency-focused CRM for leads, funnels, and customer messaging.

Looker Studio: Google self-service dashboards and reporting (formerly Data Studio).

How HighLevel entities map to Looker Studio

HighLevel entityLooker Studio objectNotes
agency CRM recordshighlevel_agency_crm_recordsid PK · custom fields → flattened columns for chart fields
funnelshighlevel_funnelsid PK · linked to highlevel_agency_crm_records
opportunitieshighlevel_opportunitiesid PK · linked to highlevel_agency_crm_records
messaging workflowshighlevel_messaging_workflowsid PK · linked to highlevel_agency_crm_records

FAQ

How does Datrise handle HighLevel's custom fields in Looker Studio?

Flexible values are stored as flattened columns for chart fields, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Looker Studio types.

How does the HighLevel to Looker Studio sync stay up to date?

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

Related pipelines

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