Keap → MongoDB
AI-first ETL from Keap into MongoDB. Governed entities, incremental sync, typed landing tables.
How Datrise loads Keap into MongoDB
Datrise syncs Keap's SMB contacts, opportunities, automations, and appointment workflows into MongoDB as a collection per source entity. Flexible or custom fields land in native nested documents, and timestamps such as created, updated, and status changes are typed as BSON Date.
Sync is incremental: Datrise uses upserts by stable id with updateOne(upsert) on the source primary key, so re-runs update only what changed. Optional sharding on the entity id for large collections. Mongo has no fixed schema, so Datrise keeps field types consistent across documents to avoid mixed-type query surprises.
Ideal for document-oriented apps that want CRM data in their existing Mongo store.
Endpoints
Keap: SMB CRM with pipeline automation, email, and appointment flows.
MongoDB: Document database for flexible schemas.
How Keap entities map to MongoDB
| Keap entity | MongoDB object | Notes |
|---|---|---|
| SMB contacts | keap_smb_contacts | id PK · custom fields → native nested documents |
| 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 MongoDB?
Flexible values are stored as native nested documents, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native MongoDB types.
How does the Keap to MongoDB sync stay up to date?
It runs incrementally — Datrise uses upserts by stable id with updateOne(upsert) on the source primary key.
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