DatriseAI-first ETL

kvCORE Microsoft Power BI

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

How Datrise loads kvCORE into Microsoft Power BI

Datrise syncs kvCORE's contacts, accounts, deals, activities, and lifecycle events into Microsoft Power BI as star-schema-friendly tables for an Import or DirectQuery dataset. Flexible or custom fields land in flattened columns (nested fields expanded), and timestamps such as created, updated, and status changes are typed as date/time columns with a date table.

Sync is incremental: Datrise uses incremental-refresh windows aligned to Power BI's RangeStart/RangeEnd, so re-runs update only what changed. Date-partitioned fact tables matching incremental-refresh policies. Power BI measures and relationships live in the .pbix model, so Datrise keeps the underlying tables stable and star-schema-shaped.

Ideal for Microsoft-stack self-serve reporting.

Endpoints

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

Microsoft Power BI: Microsoft business intelligence with datasets, reports, and semantic models.

How kvCORE entities map to Microsoft Power BI

kvCORE entityMicrosoft Power BI objectNotes
contactskvcore_contactsid PK · custom fields → flattened columns (nested fields expanded)
accountskvcore_accountsid PK · linked to kvcore_contacts
dealskvcore_dealsid PK · linked to kvcore_contacts
activitieskvcore_activitiesdate/time columns with a date table events

FAQ

How does Datrise handle kvCORE's custom fields in Microsoft Power BI?

Flexible values are stored as flattened columns (nested fields expanded), so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Microsoft Power BI types.

How does the kvCORE to Microsoft Power BI sync stay up to date?

It runs incrementally — Datrise uses incremental-refresh windows aligned to Power BI's RangeStart/RangeEnd.

Related pipelines

Early access

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