JobNimbus to Klipfolio Integration

How Datrise loads JobNimbus into Klipfolio

Datrise syncs JobNimbus's contacts, jobs, estimates, work orders, tasks, and job boards into Klipfolio as query-ready tables or feeds Klipfolio reads. Flexible or custom fields land in flattened columns for Klips, and timestamps such as created, updated, and status changes are typed as date/time columns.

Sync is incremental: Datrise uses incremental refresh of the connected tables or data feeds, so re-runs update only what changed. Date-partitioned facts for trend Klips. Klipfolio pulls from sources on a refresh interval, so Datrise keeps tables incrementally current to match.

Ideal for real-time KPI dashboards and wallboards.

Endpoints

JobNimbus: Contractor CRM for roofing and remodeling pipelines.

Klipfolio: Dashboard platform for real-time KPIs and metric wallboards.

How JobNimbus entities map to Klipfolio

JobNimbus entity	Klipfolio object	Notes
contacts	`jobnimbus_contacts`	id PK · custom fields → flattened columns for Klips
jobs	`jobnimbus_jobs`	id PK · linked to jobnimbus_contacts
estimates	`jobnimbus_estimates`	id PK · linked to jobnimbus_contacts
work orders	`jobnimbus_work_orders`	id PK · linked to jobnimbus_contacts

FAQ

How does Datrise handle JobNimbus's custom fields in Klipfolio?

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

How does the JobNimbus to Klipfolio sync stay up to date?

It runs incrementally — Datrise uses incremental refresh of the connected tables or data feeds.

Related pipelines

Early access

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