DatriseAI-first ETL

JobNimbus Holistics

AI-first ETL from JobNimbus into Holistics. Governed entities, incremental sync, typed landing tables.

How Datrise loads JobNimbus into Holistics

Datrise syncs JobNimbus's contacts, accounts, deals, activities, and lifecycle events 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

JobNimbus: Construction CRM for jobs, estimates, and contractor pipelines.

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

How JobNimbus entities map to Holistics

JobNimbus entityHolistics objectNotes
contactsjobnimbus_contactsid PK · custom fields → flattened columns for the modeling layer
accountsjobnimbus_accountsid PK · linked to jobnimbus_contacts
dealsjobnimbus_dealsid PK · linked to jobnimbus_contacts
activitiesjobnimbus_activitiesdate/time dimensions events

FAQ

How does Datrise handle JobNimbus'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 JobNimbus to Holistics sync stay up to date?

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

Related pipelines

Early access

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