DatriseAI-first ETL

Lofty to Holistics Integration

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

How Datrise loads Lofty into Holistics

Datrise syncs Lofty's leads, contacts, listings, property searches, smart plans, and tour requests 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

Lofty: Real estate CRM with IDX search and AI lead nurture.

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

How Lofty entities map to Holistics

Lofty entityHolistics objectNotes
leadslofty_leadsid PK · custom fields → flattened columns for the modeling layer
contactslofty_contactsid PK · linked to lofty_leads
listingslofty_listingsid PK · linked to lofty_leads
property searcheslofty_property_searchesid PK · linked to lofty_leads

FAQ

How does Datrise handle Lofty'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 Lofty to Holistics sync stay up to date?

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

Related pipelines

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