DatriseAI-first ETL

Holded to Amazon QuickSight Integration

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

How Datrise loads Holded into Amazon QuickSight

Datrise syncs Holded's contacts, leads, invoices, estimates, products, and projects into Amazon QuickSight as warehouse tables or a SPICE-loaded dataset. Flexible or custom fields land in flattened columns for analyses, and timestamps such as created, updated, and status changes are typed as date/time fields.

Sync is incremental: Datrise uses incremental refresh of the tables behind SPICE or direct query, so re-runs update only what changed. Date-partitioned facts to bound SPICE refresh. QuickSight SPICE is an in-memory copy, so Datrise keeps the backing tables incremental so refreshes stay cheap.

Ideal for AWS-native dashboards with pay-per-session pricing.

Endpoints

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

Amazon QuickSight: AWS serverless BI with SPICE and embedded analytics.

How Holded entities map to Amazon QuickSight

Holded entityAmazon QuickSight objectNotes
contactsholded_contactsid PK · custom fields → flattened columns for analyses
leadsholded_leadsid PK · linked to holded_contacts
invoicesholded_invoicesid PK · linked to holded_contacts
estimatesholded_estimatesid PK · linked to holded_contacts

FAQ

How does Datrise handle Holded's custom fields in Amazon QuickSight?

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

How does the Holded to Amazon QuickSight sync stay up to date?

It runs incrementally — Datrise uses incremental refresh of the tables behind SPICE or direct query.

Related pipelines

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