HighLevel → Neon
AI-first ETL from HighLevel into Neon. Governed entities, incremental sync, typed landing tables.
How Datrise loads HighLevel into Neon
Datrise syncs HighLevel's agency CRM records, funnels, opportunities, and messaging workflows into Neon as a typed table per source entity. Flexible or custom fields land in jsonb columns, and timestamps such as created, updated, and status changes are typed as timestamptz.
Sync is incremental: Datrise uses a watermark on updated-at, applied with INSERT … ON CONFLICT DO UPDATE, so re-runs update only what changed. Optional declarative partitioning by load date. Neon separates compute from storage, so Datrise batches writes to keep autoscaling compute from cold-starting on every small change.
Ideal for serverless Postgres workloads that scale to zero between syncs.
Endpoints
HighLevel: Agency-focused CRM for leads, funnels, and customer messaging.
Neon: Serverless Postgres destination with branching and autoscaling.
How HighLevel entities map to Neon
| HighLevel entity | Neon object | Notes |
|---|---|---|
| agency CRM records | highlevel_agency_crm_records | id PK · custom fields → jsonb columns |
| 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 Neon?
Flexible values are stored as jsonb columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Neon types.
How does the HighLevel to Neon sync stay up to date?
It runs incrementally — Datrise uses a watermark on updated-at, applied with INSERT … ON CONFLICT DO UPDATE.
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