HighLevel → Metabase
AI-first ETL from HighLevel into Metabase. Governed entities, incremental sync, typed landing tables.
How Datrise loads HighLevel into Metabase
Datrise syncs HighLevel's agency CRM records, funnels, opportunities, and messaging workflows into Metabase as clean SQL tables Metabase auto-discovers. Flexible or custom fields land in flattened columns for the question builder, and timestamps such as created, updated, and status changes are typed as temporal columns for trends.
Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts for large questions. Metabase auto-scans schemas, so Datrise uses readable table and column names so the no-code UI stays self-explanatory.
Ideal for self-serve questions and dashboards for whole teams.
Endpoints
HighLevel: Agency-focused CRM for leads, funnels, and customer messaging.
Metabase: Open-source analytics with questions, dashboards, and embedded insights.
How HighLevel entities map to Metabase
| HighLevel entity | Metabase object | Notes |
|---|---|---|
| agency CRM records | highlevel_agency_crm_records | id PK · custom fields → flattened columns for the question builder |
| 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 Metabase?
Flexible values are stored as flattened columns for the question builder, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Metabase types.
How does the HighLevel to Metabase sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables.
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