DatriseAI-first ETL

Megaplan to Azure Synapse Integration

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

How Datrise loads Megaplan into Azure Synapse

Datrise syncs Megaplan's deals, contractors, contacts, tasks, projects, and invoices into Azure Synapse 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 COPY into staging, then a MERGE on stable id, so re-runs update only what changed. Hash distribution on the join id with date partitioning on facts. Synapse dedicated pools reward good hash-distribution choices, so Datrise distributes on entity ids to avoid data-movement-heavy joins.

Ideal for Azure analytics estates feeding Power BI.

Endpoints

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

Azure Synapse: Microsoft analytics workspace with SQL pools.

How Megaplan entities map to Azure Synapse

Megaplan entityAzure Synapse objectNotes
dealsmegaplan_dealsid PK · custom fields → NVARCHAR(MAX) JSON columns
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 Azure Synapse?

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 Azure Synapse types.

How does the Megaplan to Azure Synapse sync stay up to date?

It runs incrementally — Datrise uses COPY into staging, then a MERGE on stable id.

Related pipelines

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