Keap → Holistics
AI-first ETL from Keap into Holistics. Governed entities, incremental sync, typed landing tables.
How Datrise loads Keap into Holistics
Datrise syncs Keap's SMB contacts, opportunities, automations, and appointment workflows 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
Keap: SMB CRM with pipeline automation, email, and appointment flows.
Holistics: Self-service BI with modeling layers and scheduled report delivery.
How Keap entities map to Holistics
| Keap entity | Holistics object | Notes |
|---|---|---|
| SMB contacts | keap_smb_contacts | id PK · custom fields → flattened columns for the modeling layer |
| 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 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 Keap to Holistics sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the modeled tables.
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