Keap → CSV Files
AI-first ETL from Keap into CSV Files. Governed entities, incremental sync, typed landing tables.
How Datrise loads Keap into CSV Files
Datrise syncs Keap's SMB contacts, opportunities, automations, and appointment workflows into CSV Files as one CSV per source entity. Flexible or custom fields land in JSON-encoded strings for nested fields, and timestamps such as created, updated, and status changes are typed as ISO-8601 timestamp columns.
Sync is incremental: Datrise uses writes a fresh, fully-typed CSV per entity each run, so re-runs update only what changed. Optional date-suffixed files for change tracking. CSV has no types, so Datrise emits a companion schema and quotes/escapes consistently so downstream loaders don't misparse commas and newlines.
Ideal for portable hand-off into any tool that ingests delimited files.
Endpoints
Keap: SMB CRM with pipeline automation, email, and appointment flows.
CSV Files: Flat-file destination for exports and lightweight data sharing.
How Keap entities map to CSV Files
| Keap entity | CSV Files object | Notes |
|---|---|---|
| SMB contacts | keap_smb_contacts | id PK · custom fields → JSON-encoded strings for nested fields |
| opportunities | keap_opportunities | id PK · linked to keap_smb_contacts |
| automations | keap_automations | id PK · linked to keap_smb_contacts |
| appointment workflows | keap_appointment_workflows | id PK · linked to keap_smb_contacts |
FAQ
How does Datrise handle Keap's custom fields in CSV Files?
Flexible values are stored as JSON-encoded strings for nested fields, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native CSV Files types.
How does the Keap to CSV Files sync stay up to date?
It runs incrementally — Datrise uses writes a fresh, fully-typed CSV per entity each run.
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