Keap → Metabase
AI-first ETL from Keap into Metabase. Governed entities, incremental sync, typed landing tables.
How Datrise loads Keap into Metabase
Datrise syncs Keap's SMB contacts, opportunities, automations, and appointment workflows into Metabase as clean SQL tables Metabase auto-discovers. Flexible or custom fields land in flattened columns for the question builder, and timestamps such as created, updated, and status changes are typed as temporal columns for trends.
Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts for large questions. Metabase auto-scans schemas, so Datrise uses readable table and column names so the no-code UI stays self-explanatory.
Ideal for self-serve questions and dashboards for whole teams.
Endpoints
Keap: SMB CRM with pipeline automation, email, and appointment flows.
Metabase: Open-source analytics with questions, dashboards, and embedded insights.
How Keap entities map to Metabase
| Keap entity | Metabase object | Notes |
|---|---|---|
| SMB contacts | keap_smb_contacts | id PK · custom fields → flattened columns for the question builder |
| 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 Metabase?
Flexible values are stored as flattened columns for the question builder, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Metabase types.
How does the Keap to Metabase sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables.
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