Keap → Spreadsheets
AI-first ETL from Keap into Spreadsheets. Governed entities, incremental sync, typed landing tables.
How Datrise loads Keap into Spreadsheets
Datrise syncs Keap's SMB contacts, opportunities, automations, and appointment workflows into Spreadsheets as a tab per source entity. Flexible or custom fields land in JSON-stringified cells for nested fields, and timestamps such as created, updated, and status changes are typed as ISO-8601 text or serial date cells.
Sync is incremental: Datrise uses refreshes the tab's rows each run, preserving header order, so re-runs update only what changed. Sheets caps out around the low millions of cells, so Datrise lands a curated column set rather than every raw field.
Ideal for lightweight, shareable reporting for non-technical teams.
Endpoints
Keap: SMB CRM with pipeline automation, email, and appointment flows.
Spreadsheets: Business-friendly spreadsheet destination for collaborative analysis.
How Keap entities map to Spreadsheets
| Keap entity | Spreadsheets object | Notes |
|---|---|---|
| SMB contacts | keap_smb_contacts | id PK · custom fields → JSON-stringified cells for nested fields |
| 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 Spreadsheets?
Flexible values are stored as JSON-stringified cells for nested fields, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Spreadsheets types.
How does the Keap to Spreadsheets sync stay up to date?
It runs incrementally — Datrise uses refreshes the tab's rows each run, preserving header order.
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