Keap → Microsoft SQL Server
AI-first ETL from Keap into Microsoft SQL Server. Governed entities, incremental sync, typed landing tables.
How Datrise loads Keap into Microsoft SQL Server
Datrise syncs Keap's SMB contacts, opportunities, automations, and appointment workflows into Microsoft SQL Server as a typed table per source entity. Flexible or custom fields land in NVARCHAR(MAX) JSON columns, and timestamps such as created, updated, and status changes are typed as datetime2.
Sync is incremental: Datrise uses a watermark on updated-at, applied with a MERGE statement, so re-runs update only what changed. Optional partitioned tables on a date partition function. SQL Server defaults to a case-insensitive collation, so Datrise preserves original casing in a metadata column to avoid silent key collisions.
Ideal for Microsoft-stack analytics and Power BI Import models.
Endpoints
Keap: SMB CRM with pipeline automation, email, and appointment flows.
Microsoft SQL Server: Microsoft relational DB with enterprise features.
How Keap entities map to Microsoft SQL Server
| Keap entity | Microsoft SQL Server object | Notes |
|---|---|---|
| SMB contacts | keap_smb_contacts | id PK · custom fields → NVARCHAR(MAX) JSON 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 Microsoft SQL Server?
Flexible values are stored as NVARCHAR(MAX) JSON columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Microsoft SQL Server types.
How does the Keap to Microsoft SQL Server sync stay up to date?
It runs incrementally — Datrise uses a watermark on updated-at, applied with a MERGE statement.
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Early access
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