HighLevel → Tableau
AI-first ETL from HighLevel into Tableau. Governed entities, incremental sync, typed landing tables.
How Datrise loads HighLevel into Tableau
Datrise syncs HighLevel's agency CRM records, funnels, opportunities, and messaging workflows into Tableau as warehouse tables or a refreshed .hyper extract. Flexible or custom fields land in flattened columns for Tableau fields, and timestamps such as created, updated, and status changes are typed as date/datetime fields.
Sync is incremental: Datrise uses incremental refresh of the tables behind a live connection or extract, so re-runs update only what changed. Date-partitioned facts to keep extract refresh quick. Tableau .hyper extracts snapshot data, so Datrise keeps the source tables incremental and lets you choose live vs extract.
Ideal for visual analytics and dashboards in Tableau.
Endpoints
HighLevel: Agency-focused CRM for leads, funnels, and customer messaging.
Tableau: Salesforce analytics platform for interactive dashboards and visual exploration.
How HighLevel entities map to Tableau
| HighLevel entity | Tableau object | Notes |
|---|---|---|
| agency CRM records | highlevel_agency_crm_records | id PK · custom fields → flattened columns for Tableau 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 Tableau?
Flexible values are stored as flattened columns for Tableau fields, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Tableau types.
How does the HighLevel to Tableau sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the tables behind a live connection or extract.
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