Keap → Neon
AI-first ETL from Keap into Neon. Governed entities, incremental sync, typed landing tables.
How Datrise loads Keap into Neon
Datrise syncs Keap's SMB contacts, opportunities, automations, and appointment workflows into Neon as a typed table per source entity. Flexible or custom fields land in jsonb columns, and timestamps such as created, updated, and status changes are typed as timestamptz.
Sync is incremental: Datrise uses a watermark on updated-at, applied with INSERT … ON CONFLICT DO UPDATE, so re-runs update only what changed. Optional declarative partitioning by load date. Neon separates compute from storage, so Datrise batches writes to keep autoscaling compute from cold-starting on every small change.
Ideal for serverless Postgres workloads that scale to zero between syncs.
Endpoints
Keap: SMB CRM with pipeline automation, email, and appointment flows.
Neon: Serverless Postgres destination with branching and autoscaling.
How Keap entities map to Neon
| Keap entity | Neon object | Notes |
|---|---|---|
| SMB contacts | keap_smb_contacts | id PK · custom fields → jsonb columns |
| 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 Neon?
Flexible values are stored as jsonb columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Neon types.
How does the Keap to Neon sync stay up to date?
It runs incrementally — Datrise uses a watermark on updated-at, applied with INSERT … ON CONFLICT DO UPDATE.
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