DatriseAI-first ETL

Megaplan to Spreadsheets Integration

AI-first ETL from Megaplan into Spreadsheets. Governed entities, incremental sync, typed landing tables.

How Datrise loads Megaplan into Spreadsheets

Datrise syncs Megaplan's deals, contractors, contacts, tasks, projects, and invoices into Spreadsheets as a tab per source entity. Flexible or custom fields land in JSON-stringified cells for nested fields, and timestamps such as created, updated, and status changes are typed as ISO-8601 text or serial date cells.

Sync is incremental: Datrise uses refreshes the tab's rows each run, preserving header order, so re-runs update only what changed. Sheets caps out around the low millions of cells, so Datrise lands a curated column set rather than every raw field.

Ideal for lightweight, shareable reporting for non-technical teams.

Endpoints

Megaplan: CRM and task management for CIS sales and service teams.

Spreadsheets: Business-friendly spreadsheet destination for collaborative analysis.

How Megaplan entities map to Spreadsheets

Megaplan entitySpreadsheets objectNotes
dealsmegaplan_dealsid PK · custom fields → JSON-stringified cells for nested fields
contractorsmegaplan_contractorsid PK · linked to megaplan_deals
contactsmegaplan_contactsid PK · linked to megaplan_deals
tasksmegaplan_tasksid PK · linked to megaplan_deals

FAQ

How does Datrise handle Megaplan's custom fields in Spreadsheets?

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

How does the Megaplan to Spreadsheets sync stay up to date?

It runs incrementally — Datrise uses refreshes the tab's rows each run, preserving header order.

Related pipelines

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