DatriseAI-first ETL

Housecall Pro to Metabase Integration

AI-first ETL from Housecall Pro into Metabase. Governed entities, incremental sync, typed landing tables.

How Datrise loads Housecall Pro into Metabase

Datrise syncs Housecall Pro's jobs, customers, estimates, invoices, technicians, and service schedules 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

Housecall Pro: Home service scheduling, dispatch, and invoicing.

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

How Housecall Pro entities map to Metabase

Housecall Pro entityMetabase objectNotes
jobshousecall_pro_jobsid PK · custom fields → flattened columns for the question builder
customershousecall_pro_customersid PK · linked to housecall_pro_jobs
estimateshousecall_pro_estimatesid PK · linked to housecall_pro_jobs
invoiceshousecall_pro_invoicesid PK · linked to housecall_pro_jobs

FAQ

How does Datrise handle Housecall Pro'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 Housecall Pro 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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