HighLevel → Redash
AI-first ETL from HighLevel into Redash. Governed entities, incremental sync, typed landing tables.
How Datrise loads HighLevel into Redash
Datrise syncs HighLevel's agency CRM records, funnels, opportunities, and messaging workflows into Redash as SQL tables Redash queries and visualizes. Flexible or custom fields land in flattened columns for query results, and timestamps such as created, updated, and status changes are typed as temporal columns.
Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts for scheduled queries. Redash caches query results on a schedule, so Datrise keeps tables incrementally fresh so cached dashboards reflect reality.
Ideal for lightweight, query-driven dashboards.
Endpoints
HighLevel: Agency-focused CRM for leads, funnels, and customer messaging.
Redash: Open-source SQL client for queries, visualizations, and dashboards.
How HighLevel entities map to Redash
| HighLevel entity | Redash object | Notes |
|---|---|---|
| agency CRM records | highlevel_agency_crm_records | id PK · custom fields → flattened columns for query results |
| 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 Redash?
Flexible values are stored as flattened columns for query results, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Redash types.
How does the HighLevel to Redash sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables.
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