DatriseAI-first ETL

Lofty to Tableau Integration

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

How Datrise loads Lofty into Tableau

Datrise syncs Lofty's leads, contacts, listings, property searches, smart plans, and tour requests into Tableau as warehouse tables or a refreshed .hyper extract. Flexible or custom fields land in flattened columns for Tableau fields, and timestamps such as created, updated, and status changes are typed as date/datetime fields.

Sync is incremental: Datrise uses incremental refresh of the tables behind a live connection or extract, so re-runs update only what changed. Date-partitioned facts to keep extract refresh quick. Tableau .hyper extracts snapshot data, so Datrise keeps the source tables incremental and lets you choose live vs extract.

Ideal for visual analytics and dashboards in Tableau.

Endpoints

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

Tableau: Salesforce analytics platform for interactive dashboards and visual exploration.

How Lofty entities map to Tableau

Lofty entityTableau objectNotes
leadslofty_leadsid PK · custom fields → flattened columns for Tableau fields
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 Tableau?

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

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

It runs incrementally — Datrise uses incremental refresh of the tables behind a live connection or extract.

Related pipelines

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