DatriseAI-first ETL

Hubplanner to MongoDB Integration

AI-first ETL from Hubplanner into MongoDB. Governed entities, incremental sync, typed landing tables.

How Datrise loads Hubplanner into MongoDB

Datrise syncs Hubplanner's bookings, resources, projects, clients, timesheets, and utilization rates into MongoDB as a collection per source entity. Flexible or custom fields land in native nested documents, and timestamps such as created, updated, and status changes are typed as BSON Date.

Sync is incremental: Datrise uses upserts by stable id with updateOne(upsert) on the source primary key, so re-runs update only what changed. Optional sharding on the entity id for large collections. Mongo has no fixed schema, so Datrise keeps field types consistent across documents to avoid mixed-type query surprises.

Ideal for document-oriented apps that want CRM data in their existing Mongo store.

Endpoints

Hubplanner: Resource planning and utilization for agencies.

MongoDB: Document database for flexible schemas.

How Hubplanner entities map to MongoDB

Hubplanner entityMongoDB objectNotes
bookingshubplanner_bookingsid PK · custom fields → native nested documents
resourceshubplanner_resourcesid PK · linked to hubplanner_bookings
projectshubplanner_projectsid PK · linked to hubplanner_bookings
clientshubplanner_clientsid PK · linked to hubplanner_bookings

FAQ

How does Datrise handle Hubplanner's custom fields in MongoDB?

Flexible values are stored as native nested documents, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native MongoDB types.

How does the Hubplanner to MongoDB sync stay up to date?

It runs incrementally — Datrise uses upserts by stable id with updateOne(upsert) on the source primary key.

Related pipelines

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