DatriseAI-first ETL

Lofty MongoDB

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

How Datrise loads Lofty into MongoDB

Datrise syncs Lofty's contacts, accounts, deals, activities, and lifecycle events into MongoDB as a collection per source entity. Flexible or custom fields land in native nested documents, and timestamps such as created, updated, and status changes are typed as BSON Date.

Sync is incremental: Datrise uses upserts by stable id with updateOne(upsert) on the source primary key, so re-runs update only what changed. Optional sharding on the entity id for large collections. Mongo has no fixed schema, so Datrise keeps field types consistent across documents to avoid mixed-type query surprises.

Ideal for document-oriented apps that want CRM data in their existing Mongo store.

Endpoints

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

MongoDB: Document database for flexible schemas.

How Lofty entities map to MongoDB

Lofty entityMongoDB objectNotes
contactslofty_contactsid PK · custom fields → native nested documents
accountslofty_accountsid PK · linked to lofty_contacts
dealslofty_dealsid PK · linked to lofty_contacts
activitieslofty_activitiesBSON Date events

FAQ

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

Flexible values are stored as native nested documents, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native MongoDB types.

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

It runs incrementally — Datrise uses upserts by stable id with updateOne(upsert) on the source primary key.

Related pipelines

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