DatriseAI-first ETL

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 entityNeon objectNotes
agency CRM recordshighlevel_agency_crm_recordsid PK · custom fields → jsonb columns
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 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.

Related pipelines

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