Megaplan to Looker Integration
AI-first ETL from Megaplan into Looker. Governed entities, incremental sync, typed landing tables.
How Datrise loads Megaplan into Looker
Datrise syncs Megaplan's deals, contractors, contacts, tasks, projects, and invoices into Looker as governed warehouse tables with LookML-ready naming. Flexible or custom fields land in flattened columns (nested fields expanded for modeling), and timestamps such as created, updated, and status changes are typed as date/time dimension columns.
Sync is incremental: Datrise uses incremental refresh of the underlying warehouse tables Looker explores, so re-runs update only what changed. Date-partitioned fact tables for PDT performance. Looker models live in LookML on top of SQL, so Datrise lands clean, stable column names rather than churn that would break your views.
Ideal for governed, version-controlled BI on a warehouse.
Endpoints
Megaplan: CRM and task management for CIS sales and service teams.
Looker: Google Cloud BI with LookML semantic models and governed dashboards.
How Megaplan entities map to Looker
| Megaplan entity | Looker object | Notes |
|---|---|---|
| deals | megaplan_deals | id PK · custom fields → flattened columns (nested fields expanded for modeling) |
| contractors | megaplan_contractors | id PK · linked to megaplan_deals |
| contacts | megaplan_contacts | id PK · linked to megaplan_deals |
| tasks | megaplan_tasks | id PK · linked to megaplan_deals |
FAQ
How does Datrise handle Megaplan's custom fields in Looker?
Flexible values are stored as flattened columns (nested fields expanded for modeling), so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Looker types.
How does the Megaplan to Looker sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the underlying warehouse tables Looker explores.
Related pipelines
More destinations for Megaplan
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