DatriseAI-first ETL

Housecall Pro Metabase

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 contacts, accounts, deals, activities, and lifecycle events 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: Field service CRM for scheduling, jobs, and customer history.

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

How Housecall Pro entities map to Metabase

Housecall Pro entityMetabase objectNotes
contactshousecall_pro_contactsid PK · custom fields → flattened columns for the question builder
accountshousecall_pro_accountsid PK · linked to housecall_pro_contacts
dealshousecall_pro_dealsid PK · linked to housecall_pro_contacts
activitieshousecall_pro_activitiestemporal columns for trends events

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

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