Keap → Redash
AI-first ETL from Keap into Redash. Governed entities, incremental sync, typed landing tables.
How Datrise loads Keap into Redash
Datrise syncs Keap's SMB contacts, opportunities, automations, and appointment workflows into Redash as SQL tables Redash queries and visualizes. Flexible or custom fields land in flattened columns for query results, and timestamps such as created, updated, and status changes are typed as temporal columns.
Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts for scheduled queries. Redash caches query results on a schedule, so Datrise keeps tables incrementally fresh so cached dashboards reflect reality.
Ideal for lightweight, query-driven dashboards.
Endpoints
Keap: SMB CRM with pipeline automation, email, and appointment flows.
Redash: Open-source SQL client for queries, visualizations, and dashboards.
How Keap entities map to Redash
| Keap entity | Redash object | Notes |
|---|---|---|
| SMB contacts | keap_smb_contacts | id PK · custom fields → flattened columns for query results |
| 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 Redash?
Flexible values are stored as flattened columns for query results, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Redash types.
How does the Keap to Redash sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables.
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