DatriseAI-first ETL

Method:CRM to Azure Synapse Integration

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

How Datrise loads Method:CRM into Azure Synapse

Datrise syncs Method:CRM's contacts, opportunities, estimates, invoices, activities, and customers 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

Method:CRM: CRM that syncs two-way with QuickBooks records.

Azure Synapse: Microsoft analytics workspace with SQL pools.

How Method:CRM entities map to Azure Synapse

Method:CRM entityAzure Synapse objectNotes
contactsmethod_crm_contactsid PK · custom fields → NVARCHAR(MAX) JSON columns
opportunitiesmethod_crm_opportunitiesid PK · linked to method_crm_contacts
estimatesmethod_crm_estimatesid PK · linked to method_crm_contacts
invoicesmethod_crm_invoicesid PK · linked to method_crm_contacts

FAQ

How does Datrise handle Method:CRM'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 Method:CRM 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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