Keap → Yellowfin
AI-first ETL from Keap into Yellowfin. Governed entities, incremental sync, typed landing tables.
How Datrise loads Keap into Yellowfin
Datrise syncs Keap's SMB contacts, opportunities, automations, and appointment workflows into Yellowfin as warehouse tables Yellowfin builds views on. Flexible or custom fields land in flattened columns, and timestamps such as created, updated, and status changes are typed as date/time dimensions.
Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts. Yellowfin views reference columns by name, so Datrise lands stable, well-typed columns to keep reports valid.
Ideal for dashboards with automated data storytelling.
Endpoints
Keap: SMB CRM with pipeline automation, email, and appointment flows.
Yellowfin: BI suite with dashboards, automated insights, and data storytelling.
How Keap entities map to Yellowfin
| Keap entity | Yellowfin object | Notes |
|---|---|---|
| SMB contacts | keap_smb_contacts | id PK · custom fields → flattened 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 Yellowfin?
Flexible values are stored as flattened columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Yellowfin types.
How does the Keap to Yellowfin sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables.
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