DatriseAI-first ETL

Holded Holistics

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

How Datrise loads Holded into Holistics

Datrise syncs Holded's contacts, accounts, deals, activities, and lifecycle events into Holistics as warehouse tables modeled in Holistics. Flexible or custom fields land in flattened columns for the modeling layer, and timestamps such as created, updated, and status changes are typed as date/time dimensions.

Sync is incremental: Datrise uses incremental refresh of the modeled tables, so re-runs update only what changed. Date-partitioned facts for fast aggregates. Holistics models data as code on top of SQL, so Datrise lands stable column names to keep your models from drifting.

Ideal for as-code BI modeling on a warehouse.

Endpoints

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

Holistics: Self-service BI with modeling layers and scheduled report delivery.

How Holded entities map to Holistics

Holded entityHolistics objectNotes
contactsholded_contactsid PK · custom fields → flattened columns for the modeling layer
accountsholded_accountsid PK · linked to holded_contacts
dealsholded_dealsid PK · linked to holded_contacts
activitiesholded_activitiesdate/time dimensions events

FAQ

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

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

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

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

Related pipelines

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