Megaplan → Yellowfin
AI-first ETL from Megaplan into Yellowfin. Governed entities, incremental sync, typed landing tables.
How Datrise loads Megaplan into Yellowfin
Datrise syncs Megaplan's contacts, accounts, deals, activities, and lifecycle events into Yellowfin as warehouse tables Yellowfin builds views on. Flexible or custom fields land in flattened columns, and timestamps such as created, updated, and status changes are typed as date/time dimensions.
Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts. Yellowfin views reference columns by name, so Datrise lands stable, well-typed columns to keep reports valid.
Ideal for dashboards with automated data storytelling.
Endpoints
Megaplan: CRM with strong adoption in CIS markets for sales and operations.
Yellowfin: BI suite with dashboards, automated insights, and data storytelling.
How Megaplan entities map to Yellowfin
| Megaplan entity | Yellowfin object | Notes |
|---|---|---|
| contacts | megaplan_contacts | id PK · custom fields → flattened columns |
| accounts | megaplan_accounts | id PK · linked to megaplan_contacts |
| deals | megaplan_deals | id PK · linked to megaplan_contacts |
| activities | megaplan_activities | date/time dimensions events |
FAQ
How does Datrise handle Megaplan's custom fields in Yellowfin?
Flexible values are stored as flattened columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Yellowfin types.
How does the Megaplan to Yellowfin sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables.
Related pipelines
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Early access
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