Merge to Yellowfin Integration
AI-first ETL from Merge into Yellowfin. Governed entities, incremental sync, typed landing tables.
How Datrise loads Merge into Yellowfin
Datrise syncs Merge's linked accounts, employees, candidates, contacts, invoices, and sync statuses 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
Merge: Unified API across HR, CRM, and accounting tools.
Yellowfin: BI suite with dashboards, automated insights, and data storytelling.
How Merge entities map to Yellowfin
| Merge entity | Yellowfin object | Notes |
|---|---|---|
| linked accounts | merge_linked_accounts | id PK · custom fields → flattened columns |
| employees | merge_employees | id PK · linked to merge_linked_accounts |
| candidates | merge_candidates | id PK · linked to merge_linked_accounts |
| contacts | merge_contacts | id PK · linked to merge_linked_accounts |
FAQ
How does Datrise handle Merge'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 Merge to Yellowfin sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables.
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Early access
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