DatriseAI-first ETL

HighLevel Amazon QuickSight

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

How Datrise loads HighLevel into Amazon QuickSight

Datrise syncs HighLevel's agency CRM records, funnels, opportunities, and messaging workflows into Amazon QuickSight as warehouse tables or a SPICE-loaded dataset. Flexible or custom fields land in flattened columns for analyses, and timestamps such as created, updated, and status changes are typed as date/time fields.

Sync is incremental: Datrise uses incremental refresh of the tables behind SPICE or direct query, so re-runs update only what changed. Date-partitioned facts to bound SPICE refresh. QuickSight SPICE is an in-memory copy, so Datrise keeps the backing tables incremental so refreshes stay cheap.

Ideal for AWS-native dashboards with pay-per-session pricing.

Endpoints

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

Amazon QuickSight: AWS serverless BI with SPICE and embedded analytics.

How HighLevel entities map to Amazon QuickSight

HighLevel entityAmazon QuickSight objectNotes
agency CRM recordshighlevel_agency_crm_recordsid PK · custom fields → flattened columns for analyses
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 Amazon QuickSight?

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

How does the HighLevel to Amazon QuickSight sync stay up to date?

It runs incrementally — Datrise uses incremental refresh of the tables behind SPICE or direct query.

Related pipelines

Early access

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