DatriseAI-first ETL

Holded Chartio

AI-first ETL from Holded into Chartio. Governed entities, incremental sync, typed landing tables.

How Datrise loads Holded into Chartio

Datrise syncs Holded's contacts, accounts, deals, activities, and lifecycle events into Chartio as SQL tables a visual-SQL explorer connects to. Flexible or custom fields land in flattened columns for visual SQL, 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. Visual-SQL tools build joins from your schema, so Datrise lands clearly related tables with stable id columns.

Ideal for drag-and-drop charting over a database.

Endpoints

Holded: European CRM for SMB and mid-market sales teams.

Chartio: Cloud BI for exploring warehouse data with drag-and-drop charts.

How Holded entities map to Chartio

Holded entityChartio objectNotes
contactsholded_contactsid PK · custom fields → flattened columns for visual SQL
accountsholded_accountsid PK · linked to holded_contacts
dealsholded_dealsid PK · linked to holded_contacts
activitiesholded_activitiestemporal columns events

FAQ

How does Datrise handle Holded's custom fields in Chartio?

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

How does the Holded to Chartio sync stay up to date?

It runs incrementally — Datrise uses incremental refresh of the connected tables.

Related pipelines

Early access

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