Holded to Metabase Integration

How Datrise loads Holded into Metabase

Datrise syncs Holded's contacts, leads, invoices, estimates, products, and projects into Metabase as clean SQL tables Metabase auto-discovers. Flexible or custom fields land in flattened columns for the question builder, and timestamps such as created, updated, and status changes are typed as temporal columns for trends.

Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts for large questions. Metabase auto-scans schemas, so Datrise uses readable table and column names so the no-code UI stays self-explanatory.

Ideal for self-serve questions and dashboards for whole teams.

Endpoints

Holded: Spanish business suite joining CRM, invoicing, and accounting.

Metabase: Open-source analytics with questions, dashboards, and embedded insights.

How Holded entities map to Metabase

Holded entity	Metabase object	Notes
contacts	`holded_contacts`	id PK · custom fields → flattened columns for the question builder
leads	`holded_leads`	id PK · linked to holded_contacts
invoices	`holded_invoices`	id PK · linked to holded_contacts
estimates	`holded_estimates`	id PK · linked to holded_contacts

FAQ

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

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

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

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

Related pipelines

Early access

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