Holded → Microsoft Power BI
AI-first ETL from Holded into Microsoft Power BI. Governed entities, incremental sync, typed landing tables.
How Datrise loads Holded into Microsoft Power BI
Datrise syncs Holded's contacts, accounts, deals, activities, and lifecycle events into Microsoft Power BI as star-schema-friendly tables for an Import or DirectQuery dataset. Flexible or custom fields land in flattened columns (nested fields expanded), and timestamps such as created, updated, and status changes are typed as date/time columns with a date table.
Sync is incremental: Datrise uses incremental-refresh windows aligned to Power BI's RangeStart/RangeEnd, so re-runs update only what changed. Date-partitioned fact tables matching incremental-refresh policies. Power BI measures and relationships live in the .pbix model, so Datrise keeps the underlying tables stable and star-schema-shaped.
Ideal for Microsoft-stack self-serve reporting.
Endpoints
Holded: European CRM for SMB and mid-market sales teams.
Microsoft Power BI: Microsoft business intelligence with datasets, reports, and semantic models.
How Holded entities map to Microsoft Power BI
| Holded entity | Microsoft Power BI object | Notes |
|---|---|---|
| contacts | holded_contacts | id PK · custom fields → flattened columns (nested fields expanded) |
| accounts | holded_accounts | id PK · linked to holded_contacts |
| deals | holded_deals | id PK · linked to holded_contacts |
| activities | holded_activities | date/time columns with a date table events |
FAQ
How does Datrise handle Holded's custom fields in Microsoft Power BI?
Flexible values are stored as flattened columns (nested fields expanded), so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Microsoft Power BI types.
How does the Holded to Microsoft Power BI sync stay up to date?
It runs incrementally — Datrise uses incremental-refresh windows aligned to Power BI's RangeStart/RangeEnd.
Related pipelines
More destinations for Holded
More sources for Microsoft Power BI
- ForceManager → Microsoft Power BI
- SUMA CRM → Microsoft Power BI
- Efficy CRM → Microsoft Power BI
- Sellsy → Microsoft Power BI
- Teamleader → Microsoft Power BI
- SuperOffice CRM → Microsoft Power BI
- Sage CRM → Microsoft Power BI
- Vincle → Microsoft Power BI
- Help Scout → Microsoft Power BI
- HubSpot Service Hub → Microsoft Power BI
- Chorus.ai → Microsoft Power BI
- Brevo → Microsoft Power BI
Early access
Connect Holded to Microsoft Power BI the easy way
Skip brittle scripts and manual exports. Join the waitlist to get a guided setup, AI-assisted mapping, and reliable incremental sync for this integration.