DatriseAI-first ETL

kvCORE Holistics

AI-first ETL from kvCORE into Holistics. Governed entities, incremental sync, typed landing tables.

How Datrise loads kvCORE into Holistics

Datrise syncs kvCORE's contacts, accounts, deals, activities, and lifecycle events into Holistics as warehouse tables modeled in Holistics. Flexible or custom fields land in flattened columns for the modeling layer, and timestamps such as created, updated, and status changes are typed as date/time dimensions.

Sync is incremental: Datrise uses incremental refresh of the modeled tables, so re-runs update only what changed. Date-partitioned facts for fast aggregates. Holistics models data as code on top of SQL, so Datrise lands stable column names to keep your models from drifting.

Ideal for as-code BI modeling on a warehouse.

Endpoints

kvCORE: Real estate CRM for leads, listings, and agent follow-up.

Holistics: Self-service BI with modeling layers and scheduled report delivery.

How kvCORE entities map to Holistics

kvCORE entityHolistics objectNotes
contactskvcore_contactsid PK · custom fields → flattened columns for the modeling layer
accountskvcore_accountsid PK · linked to kvcore_contacts
dealskvcore_dealsid PK · linked to kvcore_contacts
activitieskvcore_activitiesdate/time dimensions events

FAQ

How does Datrise handle kvCORE's custom fields in Holistics?

Flexible values are stored as flattened columns for the modeling layer, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Holistics types.

How does the kvCORE to Holistics sync stay up to date?

It runs incrementally — Datrise uses incremental refresh of the modeled tables.

Related pipelines

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