Invoiced to Holistics Integration

How Datrise loads Invoiced into Holistics

Datrise syncs Invoiced's invoices, customers, payments, subscriptions, credit notes, and line items into Holistics as warehouse tables modeled in Holistics. Flexible or custom fields land in flattened columns for the modeling layer, and timestamps such as created, updated, and status changes are typed as date/time dimensions.

Sync is incremental: Datrise uses incremental refresh of the modeled tables, so re-runs update only what changed. Date-partitioned facts for fast aggregates. Holistics models data as code on top of SQL, so Datrise lands stable column names to keep your models from drifting.

Ideal for as-code BI modeling on a warehouse.

Endpoints

Invoiced: Accounts receivable automation and billing.

Holistics: Self-service BI with modeling layers and scheduled report delivery.

How Invoiced entities map to Holistics

Invoiced entity	Holistics object	Notes
invoices	`invoiced_invoices`	id PK · custom fields → flattened columns for the modeling layer
customers	`invoiced_customers`	id PK · linked to invoiced_invoices
payments	`invoiced_payments`	id PK · linked to invoiced_invoices
subscriptions	`invoiced_subscriptions`	id PK · linked to invoiced_invoices

FAQ

How does Datrise handle Invoiced's custom fields in Holistics?

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

How does the Invoiced to Holistics sync stay up to date?

It runs incrementally — Datrise uses incremental refresh of the modeled tables.

Related pipelines

Early access

Connect Invoiced to Holistics 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.