DatriseAI-first ETL

Megaplan Microsoft SQL Server

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

How Datrise loads Megaplan into Microsoft SQL Server

Datrise syncs Megaplan's contacts, accounts, deals, activities, and lifecycle events into Microsoft SQL Server as a typed table per source entity. Flexible or custom fields land in NVARCHAR(MAX) JSON columns, and timestamps such as created, updated, and status changes are typed as datetime2.

Sync is incremental: Datrise uses a watermark on updated-at, applied with a MERGE statement, so re-runs update only what changed. Optional partitioned tables on a date partition function. SQL Server defaults to a case-insensitive collation, so Datrise preserves original casing in a metadata column to avoid silent key collisions.

Ideal for Microsoft-stack analytics and Power BI Import models.

Endpoints

Megaplan: CRM with strong adoption in CIS markets for sales and operations.

Microsoft SQL Server: Microsoft relational DB with enterprise features.

How Megaplan entities map to Microsoft SQL Server

Megaplan entityMicrosoft SQL Server objectNotes
contactsmegaplan_contactsid PK · custom fields → NVARCHAR(MAX) JSON columns
accountsmegaplan_accountsid PK · linked to megaplan_contacts
dealsmegaplan_dealsid PK · linked to megaplan_contacts
activitiesmegaplan_activitiesdatetime2 events

FAQ

How does Datrise handle Megaplan's custom fields in Microsoft SQL Server?

Flexible values are stored as NVARCHAR(MAX) JSON columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Microsoft SQL Server types.

How does the Megaplan to Microsoft SQL Server sync stay up to date?

It runs incrementally — Datrise uses a watermark on updated-at, applied with a MERGE statement.

Related pipelines

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