DatriseAI-first ETL

Lofty Metabase

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

How Datrise loads Lofty into Metabase

Datrise syncs Lofty's contacts, accounts, deals, activities, and lifecycle events into Metabase as clean SQL tables Metabase auto-discovers. Flexible or custom fields land in flattened columns for the question builder, and timestamps such as created, updated, and status changes are typed as temporal columns for trends.

Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts for large questions. Metabase auto-scans schemas, so Datrise uses readable table and column names so the no-code UI stays self-explanatory.

Ideal for self-serve questions and dashboards for whole teams.

Endpoints

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

Metabase: Open-source analytics with questions, dashboards, and embedded insights.

How Lofty entities map to Metabase

Lofty entityMetabase objectNotes
contactslofty_contactsid PK · custom fields → flattened columns for the question builder
accountslofty_accountsid PK · linked to lofty_contacts
dealslofty_dealsid PK · linked to lofty_contacts
activitieslofty_activitiestemporal columns for trends events

FAQ

How does Datrise handle Lofty's custom fields in Metabase?

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

How does the Lofty to Metabase sync stay up to date?

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

Related pipelines

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