HighLevel → Spreadsheets
AI-first ETL from HighLevel into Spreadsheets. Governed entities, incremental sync, typed landing tables.
How Datrise loads HighLevel into Spreadsheets
Datrise syncs HighLevel's agency CRM records, funnels, opportunities, and messaging workflows into Spreadsheets as a tab per source entity. Flexible or custom fields land in JSON-stringified cells for nested fields, and timestamps such as created, updated, and status changes are typed as ISO-8601 text or serial date cells.
Sync is incremental: Datrise uses refreshes the tab's rows each run, preserving header order, so re-runs update only what changed. Sheets caps out around the low millions of cells, so Datrise lands a curated column set rather than every raw field.
Ideal for lightweight, shareable reporting for non-technical teams.
Endpoints
HighLevel: Agency-focused CRM for leads, funnels, and customer messaging.
Spreadsheets: Business-friendly spreadsheet destination for collaborative analysis.
How HighLevel entities map to Spreadsheets
| HighLevel entity | Spreadsheets object | Notes |
|---|---|---|
| agency CRM records | highlevel_agency_crm_records | id PK · custom fields → JSON-stringified cells for nested fields |
| 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 Spreadsheets?
Flexible values are stored as JSON-stringified cells for nested fields, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Spreadsheets types.
How does the HighLevel to Spreadsheets sync stay up to date?
It runs incrementally — Datrise uses refreshes the tab's rows each run, preserving header order.
Related pipelines
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